Bid proposals (RFP)

Understanding the bid proposals page seen when the RFP bundle is activated

Path: Homepage > All Request for proposal > Request for proposal > Bid

Definition

The bid confirmation process is made out of the checkout + the payment process + the confirmation

WHO CAN USE THIS FEATURE?

Logged in users

Create a bid confirmation

Select a request for proposal, choose the date and starting time, and click “Bid” (figure 1). The bid confirmation process starts.

Figure 1

Read the bid confirmation pages

The checkout overview page

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

• The right section

• The left section

The left section

The request

The request displays:

• The title of the request for proposal (figure 2.1)

Figure 2.1

• The date block (figure 2.2) displays the start and end dates during which the asker would like the services to take place.

Figure 2.2

• The location block (figure 2.3) reminds the user where the service will take place.

Figure 2.3

The offer

The offeror enters information about his offer:

• Description (figure 3.1)

Figure 3.1

• Price for the service (figure 3.2) (potential income and platform fees are automatically calculated)

Figure 3.2

• Dates & location (figure 3.3)

The location can not be updated since it is set by the asker.

Figure 3.3

• Message (figure 4) (optional).

Figure 4

Accept the terms & conditions of the platform by clicking the checkbox (figure 5).

Figure 4

Click on “Continue >” (figure 6) to confirm the proposal.

Figure 6

The right section

On the right-hand side of the page, the RFP-related asker’s information (figure 7) is displayed in a dedicated information block.

Figure 7

Update the bid confirmation pages

The user can click “Edit” (figure 8) available on the left-hand side at the end of the checkout overview page to modify the date and time for his proposal.

Figure 8

Delete the bid confirmation pages

Users cannot delete a proposal.

Users can either stop the proposal process, in which case no proposal is made; or users can cancel proposals from their dashboard.

The process is described in the article: Bids dashboard (RFP rendering type) - Delete a Bid

Related resources

Dashboard:

• Bids dashboard (RFP rendering type) - Delete a Bid

Business rules:

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