Adding a New RFP
To start the process of generating responses to RFP questions, you need to upload a document containing all the questions. Ideally this is a spreadsheet with all the questions listed in a single column and a rating provided for each question based on how important it is for the success of the RFP overall.
Start a New RFP
In RFP Response Assistant > Dashboard, click Add New RFP.
Upload RFP & Enter Details
RFP Source
Click Choose File and select the RFP file you want to complete.
RFP Details
- Company Name — Enter the company name and press Enter. The application will pre-populate the RFP Name and Company Background fields.
- RFP Name — Leave the generated RFP name or change it to suit your preferences.
- Company Background — Check that the generated information is correct and update it if required.
- Country — Select the country the RFP is for.
- Due Date — Enter the date that the RFP is due to be submitted. The system uses the due date when sending notifications for the SMEs to review and approve responses.
- Product — Select the product that relates to the RFP.
Assign Team Reviewers
Under Assignments, select the Subject Matter Experts (SMEs) who will review the RFP response:
- Solution Architect
- Solution Consultant
- Security Expert
- Product Engineer
- Professional Services
These disciplines are configured to best suit your use case. Speak to your implementation specialist for more information.
Generate and Finish
Click Generate. It may take a few moments for the assistant to generate the responses.
When complete, the Dashboard displays with the new RFP response at the top of the list.