Create a Request for Proposal (RFP)
Last updated
Was this helpful?
Last updated
Was this helpful?
Path: Homepage > Publish a request for a proposal
The listing deposit is the process of creating a listing on a platform to present one’s sold services (or required needs).
This process follows a structural backbone with slight differences depending on the following rendering type:
Users must be registered and logged in (Login & Register) to be able to deposit listings.
WHO CAN USE THIS FEATURE?
Switch users: All logged-in users
Non-Switch users: All logged-in offerors
The listing creation process begins on the homepage. If the "switch" configuration in the SBO is enabled, both vendor and customer roles have the ability to create a listing. When this setting is active, users must select their roles during account registration.
However, if the configuration is enabled with restrictions, only accounts designated as Customers will have permission to create requests for proposals.
If the option to publish a service request is not visible on the homepage of a switch platform, the user is currently on the vendor homepage. To switch to the customer homepage, click the "Become a Customer" button located in the top-right corner.
To start the RFP creation process, click on "Publish a service Request" on the homepage. This action will trigger the listing deposit process.
The user is required to specify a title that accurately represents the service request, accompanied by a detailed description outlining the nature and scope of the service. Both fields are mandatory and the listing title must have a maximum of 50 characters.
Tips: pick a short and clear title for your request for proposal.
This is the first thing that vendors will see, time to shine!. Remember to provide clear information.
Categories provide a structured way to describe proposals and organize them into sections, enhancing the user experience during the search process. They help streamline navigation and improve discoverability. For details on configuring categories, refer to the Listing Category Management section.
Multiple categories can be selected for a single listing.
During the RFP creation process, customers have the ability to upload multiple file types to enhance the listing's detail and appeal for potential customers.
During the media selection process, customers can upload various types of media to enhance their RFP. The platform supports multiple image file formats, including JPG, PNG, GIF, and WebP. By default, the maximum allowable image file size is set to 12MB. However, this limit can be modified through the SBO configuration setting "Max size of a listing image."
At least one image must be uploaded, as it serves as the listing thumbnail. The administrator can set a max/min number of images through the "Max number of listing images" and "Min number of listing images"configuration in the SBO. Additionally, another configurable option available in the SBO settings for administrators, "Use profile picture as first image," allows the user’s profile picture to be automatically set as the first image in the RFP cover.
The system allows users to upload PDF files to the RFP. While this is not a mandatory requirement, customers have the option to include additional details about their services by attaching relevant PDF documents.
The system allows customers to add videos to their listings by simply pasting the YouTube URL. Once the URL is provided, the solution automatically integrates the video into the RFP without requiring any additional steps.
Proceed to step 2 by clicking “Proceed to step 2 of 2”.
Attributes provide an additional layer of information to describe an RFP. They are structured, searchable entities that are associated with specific categories. The available attributes may vary depending on the category selected for a listing. A "*" symbol displayed on the right side of an attribute field indicates that the attribute is mandatory. For detailed instructions on creating and managing attributes, refer to the Listing Attributes Management section.
The desired start and end dates for the execution of the Request for Proposals (RFP) provide vendors with an estimated timeline to aid in bid preparation. While these dates are not mandatory, specifying them allows vendors to better anticipate project requirements. To select a date, users can click the calendar icon on the right, which will display a calendar for choosing a specific date.
The Address section allows the customer to provide the location where the service will be performed. The following details must be entered at this step:
Country (dropdown field)
City (mandatory)
ZIP Code
Street Number
Street Name
If the full address is not mandatory on the listing, the user can click on the arrow icon in order to hide the ZIP, Number, and Route.
The “Confirm Address” checks the information and displays the location on the right-hand map.
If the "Vendors Matching for RFP" configuration is not enabled, the customer can manually select vendor categories during the proposal creation process. The selected vendor categories (Figure 10) determine which vendors will be notified when the listing is published.
A new checkbox under Dashboard > Profile > Settings, allowing vendors to opt out of receiving notifications about the publication of RFPs that may be of interest to them. By default, this notification is enabled.
Tuser must accept the terms and conditions to publish the RFP.
The user can read the RFP information entered through his dashboard.
Path: Dashboard > Request for proposal > Name of the request for proposal > Presentation
This page is described in detail in the articles:
See the following documentation for instructions on how to update a listing: Request for proposals dashboard (RFP rendering type) - Update a Request for a proposal
If the request for a proposal is published the asker can delete the request for a proposal only through the request for proposal dashboard. The process is described in the article: Request for proposals dashboard (RFP rendering type) - Delete a Request for proposal
SBO :
Front :
Dashboard :
Business rules:
