You can create an RFP and send it to selected providers. Providers will submit their Proposals to bid on work.
In this section, you learn how to create RFPs, search and view RFPs, and manage In Service Automation you can create and process Requests for Proposals (or RFPs), where you can ask one or many providers to bid for the work specified by completing a proposal that details the costs of materials, labor, and other criteria. This is beneficial when you have projects — such as replacing a roof, updating signage, replacing large glass windows, and more — and you need to manage multiple quotes from your service providers.
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For larger projects where you need to manage proposals, work orders, and scope changes across locations and facility project managers, consider using the Projects Module for a more robust experience. |
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From here you can create RFPs, search, view, edit, and manage RFPs, and manage proposals linked to RFPs.
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