Request for proposal bundle (RFP)

Allows askers to make calls for tenders

• Why

• Which context

  • Interfaces

• Configurations

  • Access rights

• Workflows

• Special rules

  • Bid Status

  • Free Listing

  • Decision delay

  • RFP matching

Why

To offer the possibility to make calls for tender. In other words, askers drive the requests on listings and offerors manage them.

Which context

Request For Proposals is the notion that the customers are the ones posting their requirements. Providers are now the users browsing the platform and selecting the posted requests they would like to apply to. Commonly known as demand-driven platforms, non-commoditized RFP bookings are widely used in B2B industries or to cater to services complex by nature and which require extensive discussion before being able to price the said services (e.g. renovation work or company auditing).

Interfaces

Please, find all interface documentation related to the RFP bundle, here:

SBO:

• Listing deposit (RFP rendering type)

Front:

• Bid proposals (RFP rendering type)

Dashboard:

• User KPI (RFP rendering type)

• Bids dashboard (RFP rendering type)

• Request for proposals dashboard (RFP rendering type)

Configurations

SBO > Other > Features > Platform configuration > Platform mode

Access rights

Dashboard > Bid > Accept

Dashboard > Bid > Cancel

Dashboard > Bid > Confirm

Dashboard > Bid > Show

Frontend > Bid > Create

SBO > Bid > Export

SBO > Bid > Show

Workflows

Request for proposal workflow

Special rules

Bid status

Pending: the initial state of bid

Expired: RFP is ended, all related pending Bids are marked as expired. It is checked on an hourly basis via a cron.

Closed: RFP is closed, all related pending Bids are marked as closed.

Canceled: only offerors can cancel their own pending bids.

Declined: only askers can decline pending bids addressed to their own RFPs

Accepted: The asker accept the offeror bid

Confirmed: The asker paid and the offeror have done his service

Free listing

The RFP bundle does not allow Free requests for proposal

Decision delay

The decision delay in the RFP mode concern the delay from the moment the RFP closing date is reached.

You can manage it with this configuration

• SBO > Other > Feature > Request for Proposal > Decision Delay

• The pending bids will expire when the rfp_decision_delay is reached after the closing date IF no bid has been accepted by the asker.

• If the asker accepts a bid before the rfp_decision_delay is reached, then the pending bids will become “declined” and the rfp_decision_delay will not have any impact.

RFP matching

The RFP matching is a feature that will allow the Asker to notify per mail the offerers who could be interessed by the RFP after his publication.

The matching rules take into account:

• The user categories selected during the RFP creation

• The RFP address and the offerer adresses