It can be challenging to manage the numerous RFPs for a campaign - Did you send them all out? Has the vendor looked at it? What proposals have been sent back?
The RFP tab helps you to keep track of the moving pieces by listing out all of the RFPs you have set up, and provides you with summary information, filtering and search capabilities. Validate which RFPs have recipients and requirements. Manage which RFPs have been sent. Even track which RFPs have been viewed by the vendor and whether proposals have been sent back.
You can also create new RFPs from this tab.
Name - Name of the RFP
ID - Unique RFP ID assigned by Bionic
Status - Identifies whether the RFP is Open/Closed
Seller Status - Reflects the status of proposals from vendor for this RFP
- Pending - Waiting for proposals
- Partially responded - Vendor has submitted proposals for some, but not all, of the budgets set in the RFP
- Responded - Vendor has submitted proposals for all of budgets set in the RFP
- Declined - Vendor has opted to not participate in the RFP process
Vendor - Represents Vendor(s) this RFP will be sent to based on recipients specified in the Recipients tab of the RFP
Recipients - Lists out any Recipients that have been specified in the Recipient tab
Budgets - Lists out the budgets set for this RFP
Due Date - The due date set in the RFP
Proposals - Specifies the number of proposals received back for this RFP
Created - When the RFP was originally created
Created By - Who originally created the RFP
Updated - When the RFP was last updated
Updated By - Who last updated the RFP
Last Sent - When was the RFP last sent to a recipient
Last Viewed - When was the RFP last viewed by a vendor salesperson
You are able to download this summary page by pressing the download button
If you are looking for a particular RFP or subset of RFPs, you can use search to narrow down the list by RFP Name.
In the search box, start entering a word or phrase
The search will automatically filter the RFPs that match
When managing a lot of RFPs, filtering can be a helpful tool to limit your view based on status. For instance, if you just want to see RFPs that have been responded to, you can change the Seller Status filter. Or if you have a combination of RFPs that are still open, and others you have closed, you may just want to look at Open RFPs.
Choose the filter options you want for each status and press Apply. Your view will automatically update.
Next Step: Managing Proposals