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As proposals are submitted by your Providers in response to RFPs, you are able to compare can compare total costs right on the RFP, and dive deeper into each submitted proposal, right on the RFP.

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  • For RFPs with no associated work orders, you can search for the RFP to view the submitted proposals.
  • For RFPs linked to a work order, you can view the status of the RFP (Open, Some PRPs, All PRPs, or Closed) next to the RFP number on the associated work order. Clicking the RFP number takes you to the RFP module where you can view submitted proposals.

From here you can take action on proposals and close the RFP. You can also link a work order to the scope of work when it is not already done.


Viewing and Taking Action on Proposal Responses

For each submitted proposal, click the Proposal number to review the details, including materials, labor, and other costs and fees. 

Along the top, you will see the Decision Engine intelligence agent, which gives you more details on the provider's performance to date.

AnchorapproverfpapproverfpTaking Action on Proposals and Closing the RFP

Based on that information, Decision Engine will make a recommendation on whether you should approve or reject the proposal. See Blah Blah for more information on Decision Engine.

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After you have reviewed all proposals and have chosen your 'winner,' you can approve the proposal from the RFP List View.

Note

Depending on whether you have the New Proposal List View or the Legacy View, the way you navigate to approve your proposal from the RFP List differs:

  • If you see the RFP link in your top navigation bar, you are using the New Proposal List View. Follow these steps to approve your proposal.
  • If you do not see the RFP link in your top navigation bar, you are using the Legacy List View. Follow these steps to approve your proposal.

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    title⦿ How to Delete an RFP
    Approve a Proposal via the Proposal List View
    1. On the RFP List, locate the RFP you want to delete take action on the RFPs List, and locate the Provider's approval you wish to approve.
    2. On the RFPTo the right of that proposal, click Delete. An overlay for confirming the action Go. The new Proposal List View appears.Click Delete in the overlay to confirm. The RFP is deleted, and providers can no longer submit
    3. their proposalsOn the bottom-right of the proposal, click Approve.


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