The Proposals module in Provider Automation allows providers to manage the scope of work. Clients can send a request for proposal (RFP) to select providers for projects such as capital improvement or major installments. Providers can then submit proposals to bid on work. In addition, providers can issue proposals without a request from the client in order to detail the costs of potentially required work.

You can review RFPs and submit proposals through the Proposals and the RFPs modules in Provider Automation.

Proposals module in Provider Automation

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Basics of Provider Automation
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Creating a Proposal
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Filtering and Searching for Proposals
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Fundamentals of Provider Automation
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Proposals and RFPs
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Viewing and Processing RFPs
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Viewing and Taking Action on Proposals

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