As proposals are submitted by your Providers in response to RFPs, you can compare total costs and dive deeper into each submitted proposal, right on the RFP.
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Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative. |
- 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. Based on that information, Decision Engine will make a recommendation on whether you should approve or reject the proposal. See Blah Blah Taking Action on Decision Engine Proposals for more information on Decision Enginedecision engine.
After you have reviewed all proposals and have chosen your 'winner,' you can approve the proposal from the RFP List View.
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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:
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