The process is made up of 3 stages:
- RFP created/uploaded - new RFP is created or uploaded, its properties are defined: bidding period, category, additional documents and tasks
- Proposals uploaded - upload proposals you receive from vendors and link them to RFPs
- Winner selection - select the best proposal, sign your decision and close the RFP process
Note that because the whole system is based on regular SharePoint lists, without any custom data entry forms, you can freely modify
the process to better adapt it to your specific needs.
Upon site creation you need to add your users to the site groups. Once the site groups are populated, you can start using the process. Feel free to modify the site in any way you deem fit, adding or removing columns, adding or modifying list views or changing the homepage layout. The installed products will function fully for 30 days, after which you need to purchase licenses to continue using the site.
RFPs displayed in a calendar
New request document is added to the library
Additional related documents and tasks are uploaded or created
Tasks can be tracked and managed from within the request properties
Proposals are uploaded and linked to RFPs
Requests are managed using a color-coded list view
All templates require US English language pack to be installed on the farm.
Our templates can be installed on SharePoint Foundation 4.0/5.0 or SharePoint Server 2010/2013/2016.