Creating a RFP allows users to ask for proposals that are needed for the project. There could be one RFP for one service provider or multiple RFPs for multiple service providers. When a RFP is submitted, it is received by the service providers and each one will submit a Proposal within the project itself. This gives you the opportunity to review and eventually accept proposals while in the scoping process.
You can also create Work Order Tasks.
⦿ How to Create a RFP Task
- Click the Add Task in Tasks List of a project.
- Select RFP.
- Change email if submission goes to another address.
- (Optional) Add Purchase Order
- Select a Trade.
- Select a Priority.
- Select a Category.
- Provide a RFP Description.
- (Optional) Attach Files.
- Click the Next button.
- Select a Service Provider.
- Click the Submit button.
List of Settings in RFP Task:
Note: Once a RFP has been submitted, the project status changes from NEW or HAS SCOPED to SCOPING IN PROGRESS.
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