RFP Projects

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

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.

RFP background materials

• 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.

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.

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.

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.