--- title: Understanding the Full RFP Workflow (Pre-Qual to Proposal) description: Understanding the Full RFP Workflow (Pre-Qual to Proposal) --- [Skip to content](https://help.eligeo.com/understanding-the-full-rfp-workflow-pre-qual-to-proposal#main-content) English Show submenu for translations [More support](https://help.eligeo.com/kb-tickets/new?hsLang=en) [![](https://help.eligeo.com/hs-fs/hubfs/Main-Horizontal-1.png?width=2000&height=523&name=Main-Horizontal-1.png)](https://help.eligeo.com/?hsLang=en) - [Eligeo Website](https://www.eligeo.com/) Open main navigation Close main navigation - [Eligeo Website](https://www.eligeo.com/) - English Show submenu for translations - [More support](https://help.eligeo.com/kb-tickets/new) - [Contact us](https://share-na2.hsforms.com/12Zry5n2IQGGrj3Br6Mxe_g419i7r) [Contact us](https://share-na2.hsforms.com/12Zry5n2IQGGrj3Br6Mxe_g419i7r) How can we help you? - There are no suggestions because the search field is empty. 1. [Eligeo Knowledge Base](https://help.eligeo.com/?hsLang=en) 2. [The RFP Workflow](https://help.eligeo.com/the-rfp-workflow?hsLang=en) 3. [General Contractor (GC) View](https://help.eligeo.com/the-rfp-workflow?hsLang=en#general-contractor-gc-view) # Understanding the Full RFP Workflow (Pre-Qual to Proposal) The Request for Proposal (RFP) workflow is the core process for engaging subcontractors. It follows these main stages: 1. **Pre-Qualification:** You invite a subcontractor (Company) to pre-qualify by sending them a Pre-Qualification request from their Company record. 2. **Subcontractor Submission:** The subcontractor receives an email, accesses the external **Bids Portal**, creates their profile, and submits the pre-qualification form with their documents. 3. **Approval:** You review their submission in the Pre-Quals module and click Approve. 4. **Create Bid:** You create a new Bid Package in the Bids module, adding line items and documents. 5. **Invite Bidders:** You invite your *approved* subcontractors to the bid. 6. **Subcontractor Bidding:** The subcontractors receive a bid invitation, access the portal, set their "Intent to Bid," and submit their pricing (manually, via import, or with alternates). 7. **Award Bid:** You compare the submitted bids and click the "Award" icon for the winner. 8. **Proposal Creation:** When awarding the bid, you can automatically create a new, draft Proposal (quote) based on the winning bidder's pricing, which you can then send to your client. - [Getting Started](https://help.eligeo.com/getting-started?hsLang=en#main-content) - [GeoExtend](https://help.eligeo.com/getting-started?hsLang=en#geoextend) - [eConstruction](https://help.eligeo.com/getting-started?hsLang=en#econstruction) - [GeoExtend and eConstruction](https://help.eligeo.com/getting-started?hsLang=en#geoextend-and-econstruction) - [Support](https://help.eligeo.com/support?hsLang=en) - [FAQ](https://help.eligeo.com/faq?hsLang=en) - [Core Modules (Daily Use)](https://help.eligeo.com/core-modules-daily-use?hsLang=en#main-content) - [Companies](https://help.eligeo.com/core-modules-daily-use?hsLang=en#companies) - [Contacts](https://help.eligeo.com/core-modules-daily-use?hsLang=en#contacts) - [Projects](https://help.eligeo.com/core-modules-daily-use?hsLang=en#projects) - [Payments](https://help.eligeo.com/core-modules-daily-use?hsLang=en#payments) - [Messages](https://help.eligeo.com/core-modules-daily-use?hsLang=en#messages) - [The RFP Workflow](https://help.eligeo.com/the-rfp-workflow?hsLang=en#main-content) - [General Contractor (GC) View](https://help.eligeo.com/the-rfp-workflow?hsLang=en#general-contractor-gc-view) - [Subcontractor View (Bids Portal)](https://help.eligeo.com/the-rfp-workflow?hsLang=en#subcontractor-view-bids-portal) - [Proposals & Invoices](https://help.eligeo.com/proposals-invoices?hsLang=en#main-content) - [Proposals](https://help.eligeo.com/proposals-invoices?hsLang=en#proposals) - [Invoices](https://help.eligeo.com/proposals-invoices?hsLang=en#invoices) - [Jobs (Field Services)](https://help.eligeo.com/jobs-field-services?hsLang=en#main-content) - [General Contractor (GC) View](https://help.eligeo.com/jobs-field-services?hsLang=en#general-contractor-gc-view) - [Worker View (Jobs Portal)](https://help.eligeo.com/jobs-field-services?hsLang=en#worker-view-jobs-portal) - [Integrations (Admin Setup)](https://help.eligeo.com/integrations-admin-setup?hsLang=en#main-content) - [monday.com](https://help.eligeo.com/integrations-admin-setup?hsLang=en#monday-com) - [Procore](https://help.eligeo.com/integrations-admin-setup?hsLang=en#procore) - [Twilio (SMS)](https://help.eligeo.com/integrations-admin-setup?hsLang=en#twilio-sms) - [Payments](https://help.eligeo.com/integrations-admin-setup?hsLang=en#payments) - [QuickBooks](https://help.eligeo.com/integrations-admin-setup?hsLang=en#quickbooks) - [Settings (Admin Only)](https://help.eligeo.com/settings-admin-only?hsLang=en#main-content) - [User Management](https://help.eligeo.com/settings-admin-only?hsLang=en#user-management) - [General Configuration](https://help.eligeo.com/settings-admin-only?hsLang=en#general-configuration) - [Templates & Forms](https://help.eligeo.com/settings-admin-only?hsLang=en#templates-forms) - [Products & Billing](https://help.eligeo.com/settings-admin-only?hsLang=en#products-billing) - [Worker Management](https://help.eligeo.com/settings-admin-only?hsLang=en#worker-management) - [Module Customization](https://help.eligeo.com/settings-admin-only?hsLang=en#module-customization) - [Eligeo Website](https://www.eligeo.com/) [![](https://help.eligeo.com/hs-fs/hubfs/Main-Horizontal-1.png?width=2000&height=523&name=Main-Horizontal-1.png)](http://eligeo.com?hsLang=en) [mailto:hello@eligeo.com](mailto:hello@eligeo.com) Copyright © 2025, eligeo CRM Inc.