Buyer: Actions you can take from the RFP Dashboard
Access the RFP Dashboard by selecting RFP then RFPs on the left-hand side menu bar.
Once on the RFP Dashboard screen, the default view is “My Active” RFPs. You have the option to switch to various other views of RFPs. You can also create a new RFP by clicking Create RFP.
The Actions column on the far right has a few buttons, and more can be seen by clicking the "..."
From the RFP Dashboard, you’re able to see the RFP #, and the name. Clicking either of those options will allow you to view the RFP. You can also see the Campaign that it’s associated with the Client, who is currently able to edit the RFP, when it was last modified, production specifications (if applicable), if the production quote was approved (if applicable), and the current status of the RFP.
RFP Actions:
View: Allows you to view the RFP in its current state with information about the campaign, contact info, campaign objective, and when a response is due. This is also where you’d be able to view the Media type that is listed as acceptable for the campaign. On the next screen, you’re able to view all of the recipients and their contact information.
Revise: All of the information from view, but it’s now editable. You can update markets and locations, Geopath demographics, target location lists, and Media Categories considered. After making any changes, you can select which vendors receive notification of the revised RFP.
Cancel: If you click Cancel, you will see the following screen which will give you the option to cancel the RFP or to continue with canceling the RFP. If it’s canceled, all vendors will be notified.
Duplicate: Clicking Duplicate will duplicate the RFP with the same data that was previously provided. If an RFP template was used originally, that will be set as the template for the duplicate as well. The same vendors will be set as well.
Message: Clicking Message enables you to message the vendors that you’ve selected for the RFP. You can select 1 or more vendor companies, and everyone on that list will receive a notification of your message.
Archive: Clicking Archive will archive the RFP. You can view it by clicking either “My Archived”, or “Shared Archived” (depending on if it was shared or not).
Download: Choosing Download will allow you to download all of the data for the RFP into a zip file which will contain Excel or Powerpoint files. From the PowerPoint screen, you’re able to customize how you would like the PowerPoint to look and what information is added.
Compile: Compiling will bring all of the vendor’s proposals together in one grid. You will be able to select which assets will be included or not in the campaign and create a contract right from here as well.
Add Vendor: This is where you can add additional vendors to the RFP.
Map: Clicking Map will bring up a live map with the potential locations where your media can be.
Create Contracts: This button will enable you to create contracts right from the RFP Dashboard. Select the contract type, and which vendors you want to create contracts for, then click next.
Add Coworkers: This action allows you to select desired teammates to include on all email notifications related to the RFP. Clicking Add Coworkers pulls up a box where you can make your coworker selections and then click Add Coworkers to finish the process.