The Recipients tab of the RFP allows you identify who should receive this particular RFP. Only those who are on this list, or provided the Activation Code, will have access to view the RFP and submit proposals.
Anyone who has access to this RFP, including the sales reps on the Recipients list, can manage the Recipients.
Click on the Recipients tab of the RFP
Press the Add Recipient button or link
There are 2 ways to add Recipients. You can use them interchangeably as appropriate.
Enter email addresses
If you have a recipient's email address, you can enter 1 or more specific email addresses (separate by a comma). Upon adding Recipients based on email, Bionic will lookup the email address to find a match. If no match is found, Bionic support team is notified so a new account can be set up for that person.
Use the Lookup to find a specific program in the Bionic directory. Each program will have at least 1 contact identified.
Once you choose the program from the list, Bionic will display the contacts listed on the data card. The contact you have set up as the main contact will be automatically selected in the list. You can select 1 or more contacts as needed.
If the recipients in your list do not have the same email domain, you will receive a warning.
Individual RFPs CAN be sent to multiple vendors when appropriate. The warning is intended to prevent you from accidentally sending across vendors if that is not your intention. All recipients added to this list will have view access to the RFP details and all proposals submitted to it.
Add Recipient will simply add the recipient, but not send the invitation. This is useful if you want to get recipients set up, but are not ready to push out the RFP yet.
Add & Send will add the recipient and immediately send them an invitation.
You can add more recipients later by pressing the Add Recipient button
RFP Recipients View
The Recipients view will help you manage and track details for each recipient.
Name - The name of the recipient (will display email if recipient is not yet connected with a specific user of Bionic)
Status - Current status of recipient (Active/Inactivate)
Email - Email address of recipient
Organization - Company name associated with the recipient if tied to a specific person known to Bionic
Sent - Indicates the number of times this RFP has been sent to this contact. Never indicates you have not yet sent the RFP to this contact.
Last Sent - Displays how long ago the most recent RFP was sent
Last Opened - When the recipient last viewed this RFP in Bionic. Never indicates they have not viewed this RFP in Bionic.
Proposals - The number of proposals you have received from this recipient for this RFP
Created - When this Recipient was added to this RFP
Created By - Who added this Recipient to this RFP
Updated - When the recipient was last updated (Added, Deactivated, Activated)
Updated By - Who last updated the recipient
You may encounter situations where you need to remove a recipient from the list. Although you cannot delete them, you can deactivate recipients. This action will prevent that person from accessing this RFP.
Place a check mark next to the recipient(s) you want to deactivate
Press the Deactivate button
If an inactivate recipient needs access at a later time, you can reactivate them.
Display inactive recipients by clicking on the Show Inactive check box
Select the recipient(s) to reactivate
Press the Activate button
Next Step: Sending RFPs