After you have sent RFPs to their intended recipients, you will begin to receive proposals back from the responding sales people. For each proposal, you should receive an email notification. You can also monitor responses in the RFP & Proposal tabs.
RFP Tab
All RFPs created for this campaign will be present under the RFPs tab. While the RFP tab is focused more on the RFPs, it does provide general insights helpful for tracking the current state.
Here, you can see when or if you sent the RFP, when it was last viewed (or if it was viewed at all) by the sales team, and the number of proposals you have received for each RFP.
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
Last Sent - When was the RFP last sent to a recipient
Last Viewed - When was the RFP last viewed by a vendor salesperson
Proposals - Specifies the number of proposals received back for this RFP
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
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
Within the RFP
When you click through on an individual RFP, click on the Proposals tab to view all Proposals received on this RFP.
Proposals Tab
The Proposals tab within the Campaign will display ALL proposals received for this campaign.
Name - Name of the Proposal
ID - Unique Proposal ID assigned by Bionic
Status - Reflects the status of each proposal
- Pending - Waiting for your response
- Accepted - This Proposal has been accepted to the media plan
- Rejected - This Proposal was rejected
- Withdrawn - The vendor has withdrawn this proposal (another may have been submitted in it's place)
- Revising - The vendor is making changes to this proposal
Vendor - Represents Vendor(s) that submitted this proposal
RFP - The name of the RFP the Proposal was submitted through
Budgets - The budget this proposal was sent for
Proposed - The actual amount reflected in the proposal
Variance - The difference between the Budget amount & Proposed amount
Received - The date the proposal was submitted
From - The name of the person who submitted the proposal
Created - When the proposal was originally created
Created By - Who originally created the proposal
Updated - When the proposal was last updated
Updated By - Who last updated the proposal
Next Step: Accepting & Rejecting Proposals
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