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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.