RFP Projects

An RFP project is a container for materials related to your RFP including documents and questionnaires

To create an RFP project, click on Projects under RFxs on the navigation bar

Projects in the nav bar

Projects in the nav bar

On the project page you can view your project and associated metadata. To create a new project, click on the Add Projects button to get started.

RFP Project Repository

RFP Project Repository

This project is initially in Draft status. You can add questionnaires, documents and other information relevant to your RFPs.

The Response Assistant

  • This section is where you add information about the prospect. This could include relevant win themes, priorities, or competitive insights that you want the AI to consider when generating responses. Once you've uploaded a questionnaire, you can hit the Generate responses button to begin the answering process.
The RFP Response Assistant

The RFP Response Assistant

RFP background materials

Upload RFP background materials to this section

Upload RFP background materials to this section

  • Add information about the RFP that provides context or instructions regarding the RFP. All documents uploaded are automatically scanned against red flags. These flags can be enabled through Phil's global settings.

RFP question documents

  • Add RFP documents that require responses here to this section. Once you click Generate Responses in the Response Assistant, responses to these questionnaires will automatically generate
  • These questionnaires are automatically scanned against your global red flags. These flags can be enabled through Phil's global settings.
RFP questionnaires are uploaded to this section

RFP questionnaires are uploaded to this section

Red Flags

  • These appear here once documents and questionnaires are added. You can dismiss the red flag or the sources at an individual level if you think that they do not apply to the RFP. By clicking on the source you can navigate to where it was found.
Red flags appear here as documents and questionnaires are added to the project

Red flags appear here as documents and questionnaires are added to the project

Milestones

  • You can now also add milestones to a project to help with planning. The project due date is automatically added as a milestone. To add additional milestones click the plus icon on the top right hand side.
  • You can optionally send automatic reminders one day before a specific milestone date by clicking the checkbox.
The sidebar includes editable project details and milestones

The sidebar includes editable project details and milestones

Automatic notifications can be enabled using this checkbox

Automatic notifications can be enabled using this checkbox

Project Launch

  • Click Generate Answers within the Response Assistant to launch the project into live mode

Assignee Tracker

  • After a project has launched and assignees have been added, you will be able to track assignee progress in this table. You are also able to send reminders to assignees using this table by clicking on the "Send Reminder" button at the bottom right corner.
Assignee tracker within an RFP project

Assignee tracker within an RFP project