Proposal Management

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

📋 Core Proposal Components (Sales)

• RFI / SOI: Submit company capabilities, product details, and qualifications early in the buyer's procurement cycle.
• RFQ (Request for Quotation): Receive RFQs with defined quantities/timelines, submit price quotes, delivery schedules, and payment terms.
• Manage Proposals: Initiate proactive promotional offers, bulk discounts, or excess inventory sales directly to buyers.
• Draft Saving Rule: Responses can be saved as drafts for editing prior to final submission. Real-time notifications alert all parties upon proposal milestones.