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Managing Proposals You Have Received

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.

RFPProposalsTab.png

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.

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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  • Withdrawn - The vendor has withdrawn this proposal (another may have been submitted in it's place)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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