Bids dashboard (RFP rendering type)

Managing and monitoring the Bids made on the platform when RFP Bundle is activated.

Path: Dashboard > Bids

• Definition

• Create a bid

• Read a bid request

• Update the bid

  • Accept the bid

    • The left section

    • The right section

  • The payment page

    • Credit card payment

    • Bankwire payment

  • The confirmation page

  • Request negotiation

    • Propose a new bid

    • Decline negotiation

• Delete a bid

• Related resources

Definition

Users can monitor their proposal statuses and evolution through their user dashboard.

WHO CAN USE THIS FEATURE?

Logged in askers

Logged in offerors

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Create a bid

The process is described in detail in the following documentation: Listing deposit (RFP rendering type)

Read a bid request

The “Bids” section in the user dashboard displays all proposals emitted or received (depending on the user’s role) as preview cards (figure 1).

Each card displays:

• The bid status

• The bid ID

• The RFP title

• The dates when the service can take place

• The location at which the service will take place

• The offeror name

• The asker name

“Show bid” to see the details of the bid.

figure 1

To view the bid details, click “Show bid”, in which askers can (figure 2):

• Accept the bid

• Request a negotiation,

• Decline the bid, it will automatically decline the offer and the request for proposal will still be available

figure 2

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Update the bid

To update a bid, the asker can either accept, request negotiation or decline the bid.

Accept the bid

The checkout overview page is the first page displayed to users after clicking the “Accept” button. The checkout overview is visually split into two sections:

• The right section

• The left section

The left section

Date & location

This block is a summary of the dates of the services and the location.

figure 3

The price

The price block (figure 4) displays the amount set by the offeror for the service he will perform.

figure 4

Platform service fees block

The platform service fees block (figure 5) informs the users of the fees taken by the platform. The displayed fees depend on the platform administrator’s configuration.

figure 5

Total price

The total price block (figure 6) indicates the booking’s total price.

Fees and taxes are included

figure 6

Message

A message block (figure 7) is available and allows users to leave a message and attach files to the offeror.

figure 7

The user needs to accept the platform terms & conditions by checking on the checkbox (figure 8).

figure 8

To confirm the booking request, the user then clicks “Continue >” (figure 9) which will redirect him to the payment page.

figure 9

The right section

On the right-hand side of the page, the booking-related asker’s information (figure 10) is displayed in a dedicated information block.

figure 10

The payment page

“No amounts will be charged until your bid request is accepted. Additionally, the platform will hold the amount paid until the service is rendered.”

On this page, the user chooses first of all his payment method:

• By credit card

• By a bank wire transfer

Credit card payment

To select payment by credit card, the user clicks the credit card block (figure 11).

figure 11

The user then enters his payment information:

• credit card number

• expiration date

• CVC

The credit card payment is done before the service is provided. However, the amount will not be debited until the offeror has accepted the booking request. The payment to the offeror is done once the service has been completed.

The user is then redirected to the confirmation page.

Bankwire payment

To select payment by bank wire transfer, the user clicks the bank wire transfer block (figure 12).

The user makes the bank wire transfer once the offeror has accepted the booking request.

figure 12

The user is then redirected to the confirmation page.

The confirmation page

The confirmation page (figure 13) confirms the bid has been successfully accepted and payment has been made. This ends the bid confirmation process.

The offeror then receives an alert for an accepted bid.

The user is then automatically redirected to his platform dashboard.

figure 13

To close a bid’s workflow, the asker must indicate through the platform that the service is done. This allows the offeror to be paid.

On the bid details page, click “Service is done” (figure 14). A pop-up window opens (figure 15) prompting the asker to leave a comment and/or check the terms and conditions. Click “Service is done” to confirm the end of the bid and to pay the offeror.

figure 14

figure 15

Request negotiation

Clicking “Request negotiation” opens a pop-up window, prompting the asker to leave a message and check the terms and conditions. Click “Send the request” to validate the negotiation request.

The bid status remains pending.

figure 16

The offeror can either propose a new bid or decline the negotiation (figure 17).

figure 17

Propose a new bid

Clicking “Propose new bid” (figure 17) asker’s action.

Decline negotiation

Clicking “Decline negotiation” (figure 17) opens a pop-up window prompting the user to leave a message and to check the terms and conditions. Click “Decline” (figure 18) to validate the negotiation refusal.

figure 18

The asker is notified in the bid detailed page grey banner (figure 19) that the offeror won’t send a new bid offer. The asker can hence either accept or decline the current offer.

figure 19

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Delete a bid

Users cannot delete bids but they can decline them.

Click “Decline a bid” to open a pop-up window displaying the bid summary. The asker can leave a message and check the terms and conditions. Click “Decline this bid” to decline the bid.

figure 20

Related resources

Front:

• Bid proposals (RFP rendering type)

Business rules:

• Request for proposal rendering type (RFP) - Business rules