Request for Proposal Details

The RFP Details page provides suppliers with an overview of a Request for Proposal (RFP) created by a buyer. Suppliers cannot create RFPs manually; instead, they receive RFPs in the Pending Proposal status, automatically generated based on the buyer's RFP.

Suppliers are responsible for reviewing the request, selecting a public customer information, and submitting the proposal.

Overview

Upon receiving an RFP, suppliers can:

  1. Clone items from Requested Items to Actual Items for final verification and editing.
  2. Include public customer information in the response.
  3. Edit and upload the Proposal Document (only for users with PR Manager or Vendor Manager permissions).
  4. Send the RFP for approval (if an approval workflow is configured).
  5. Track RFP status changes throughout the approval process.
  6. Receive notifications if the buyer cancels the RFP before submission.

Available statuses

  • Pending Proposal: Default status when an RFP is received from a buyer. The supplier must review and submit the proposal.
    • Actions: Upload Proposal Document, Select Public Customer Info, and Send.
    • Enroute: Assigned when the RFP is submitted for review by users with PR Manager or Vendor Manager permission.
    • Actions: Approvers can Approve or Reject an RFP.
  • Complete: Assigned when the RFP is approved and finalized or rejected by any of approvers.
  • Rejected: Assigned if buyer cancels the RFP.

General Information

  • Beneficiary: Displays the beneficiary of the RFP.
  • Customer: Must be selected by users with PR Manager or Vendor Manager permission.
  • Organization Unit: Displays the unit associated with the RFP.
  • Priority: Displays the RFP priority (Normal or High).
  • Due Date: Sets the deadline for the RFP response.
  • Request Valid Till: Controls the validity period for the RFP.
  • Purpose: Displays the purpose or justification for the RFP.

Document Rows

The RFP includes two main tabs for managing items and supporting documents:

  • The Requested Items: Displays the original items requested, imported from the initial RFP.
  • The Attachments tab allows users and managers to upload relevant files to support the request.

Requested Items

  • Description: Displays requested item.
  • Quantity: Displays set number of each item.
  • UoM: Set unit of measure.
  • Expense Type: Displays selected expense type from available types in Expense Types.
  • Remarks: Item-related notes or comments.

Attachments

  • File Name: Name of the uploaded file.
  • Comment: Additional notes or comments for the file.
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Request for Proposal General
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Request for Proposal Settings

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