Proposal Management

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

📋 Core Proposal Components (Services)

• RFI / SOI: Share service capabilities, consulting experience, and qualifications early in the buyer's procurement cycle.
• RFP (Request for Proposal): Receive RFPs with defined duration, duration unit, and scope of work, submitting detailed proposals, delivery timelines, and rate cards.
• Manage Proposals: Initiate proactive promotional service packages, retainer discounts, or custom solution proposals.
• Draft Editing Rule: Responses can be saved as drafts for editing prior to final submission. Real-time notifications alert both parties upon proposal creation and milestone updates.