Proposal Management

Proposal Management offers tools for managing Requests for Information (RFI), Solicitation of Information (SOI), Requests for Quotation (RFQ), and Requests for Proposal (RFP). It helps streamline the bidding process and provides templates for standardizing proposals.

📋 Core Proposal Components

• RFI / SOI: Collect general supplier capability info or gauge market readiness prior to committing to a purchase.
• RFQ (Request for Quotation): Solicit competitive price quotes for well-defined goods or services where price is the key evaluation factor.
• RFP (Request for Proposal): Solicit detailed technical proposals, solution architectures, and pricing for complex procurements.
• Manage Proposals: Oversee opportunistic vendor proposals (special bulk discounts, excess inventory deals).
• RFx Templates: Reusable solicitation templates with standardized compliance clauses and scoring criteria.

📝 Creating & Managing Solicitations

• RFI / SOI: Click Add New in RFI/SOI Management > enter title, classification, description, attachments, and target suppliers. Choose Save as Draft or Send Inquiry. Track response statuses in the management table.
• RFQ: Click Add New in RFQ Management > specify item title, classification, quantity, unit, delivery timeline, payment mode, and delivery mode. Select suppliers > click Send RFQ. Compare supplier quotes, accept the winning offer, and automatically generate a draft Order.
• RFP: Click Add New in RFP Management > enter scope, technical requirements, evaluation criteria, and deadline. Service providers submit technical/financial proposals. Score proposals in Jazalla and generate a draft Contract for awarded submissions.