RFP Response Assistant

RFP Response Details

The RFP Response Details page shows the full breakdown of questions, generated answers, review statuses, and assigned reviewers for a single RFP.

RFP Responses Details Page

The RFP Responses Details page provides a full overview of the RFP, its question statuses, and the assigned reviewers.

RFP Responses Details page
#Description
1Click Dashboard to return to the Dashboard Overview.
2Click Regenerate to regenerate responses to all the questions in the RFP sheet.
3Click Refresh to help ensure that you have the latest information loaded.
4Click Notify Users to alert reviewers to responses that are ready for them to review. An email is sent to everyone who has an uncompleted question assigned to them.
5Click Export to download the RFP responses in a file.
6The Summary card displays the key RFP details including the Product, Country, and Due Date.
7The Questions Status Filter shows how many responses are currently in each question status. Click a status to filter the response list.
8The Responsible SME Filter shows the reviewers assigned to the RFP. Click a discipline to filter the response list by that assignee.

Response List Panel

Each row in the Response List Panel represents one RFP question and its generated response.

Response list panel
#OptionDescription
1SearchSearch for a specific question or requirement in the list.
2RFP question rowEach row consists of the following:
  • RFP question number
  • RFP question
  • Question status
  • Question action buttons
3RFP question statusDisplays the current status of the generated response for this question.
4Assigned user drop-downClick to change the responsible user assigned to review this question.
5Approve buttonClick if you are the reviewer and are happy with the response. The status will change from Review in Progress to Review Completed.
6Regenerate buttonQuick regeneration of the answer with the same brand voice parameters.
7Refine buttonReword the previously generated answer while keeping the same meaning.
8CopyClick to copy the response to the clipboard.
9SpeakClick to have the response read aloud.
10Open/close chevron iconClick to open the response to review it.

RFP Question Statuses

Each RFP question is assigned one of the following statuses as answers are generated and reviewed.

Generate Answers

The system is busy generating the response.

Failed Generation

No response could be generated from the source documentation and no response was generated.

Low Accuracy

The system could not find a response from the source material and the generated response is likely not accurate.

Ready for Review

The system has found an answer and created a response that is ready to be reviewed.

Review in Progress

A user is busy reviewing the response.

Review Completed

The answer has been reviewed and approved.