RFP

Buyer: How can I see which template was selected for a RFP?

To see which template from Template Management was selected when a project brief/RFP was created, you can navigate to the RFP Dashboard. Start by hovering over the 'RFP' tab and then click 'RFP Dashboard' in th...

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Buyer: How do I add a vendor to an issued RFP?

For a walk through on adding a vendor to an issued RFP, click here! To watch a video of this process, click here! To add an additional company or contact to a previously issued RFP, follow the steps shown bel...

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Buyer: How do I see the history of an RFP?

To view the history of an RFP, such as the date and time each vendor initially made a proposal, the RFP was submitted for approval, and the RFP was sent to contract, do one of the following: 1) Click on the RF...

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Buyer: How do I cancel an RFP?

You have the ability to cancel any existing RFP that you’ve sent from your RFP Dashboard. The most common reason that you would cancel an RFP is if your client is no longer interested in purchasing inventory fo...

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Buyer: Help! - I accidentally deleted/canceled an RFP. What do I do now?

Unfortunately, there is no way to un-delete or un-cancel an RFP. That said, you can access the deleted or cancelled RFP in the 'Deleted' or 'Cancelled' sections (instead of default 'Active') in your RFP das...

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Buyer: How do I compile vendor proposals?

Page Contents: 'Compile' all vendor proposals 'Compile' any individual vendor proposal Compile Grid Vendor proposals can be compiled at any point after a vendor (or multiple vendors) has sent a proposal for an...

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Buyer: What actions can I take from the compile page?

Page Contents: Change Current Status Last Edited By and Last Edited Fill From Spreadsheet Full Screen Need Help? Field Definitions Search Add 10 more rows Request New Reject Save Save and Submit Plan RFP Histor...

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Buyer: How do I unlock an RFP for the seller?

You can follow the below steps to make an RFP grid 'Seller Editable' or 'unlock' an RFP. This will allow sellers to enter or update their proposals in the grid. First, navigate to your RFP Dashboard by hoveri...

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Buyer: How do I 'Fill From Spreadsheet' on the RFP Compile pages?

Buyers have the ability to import proposal data from a spreadsheet into the compile all grid or an individual vendor's compile grid. For information on how to access compile pages, click here! Once you have n...

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Buyer: How do I message sellers?

To message an individual seller, hover over RFP and click on RFP Dashboard. Now, click on the RFP Name to pull up a list of the vendors included on the RFP. From the pop-up box, you will see a column call...

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