Overview
Through INGENIOUS.BUILD, RFPs can be sent to bidders and bidders can respond on-system for free via a Basic INGENIOUS.BUILD account.
Basic is a free version of our system that allows external contacts to collaborate with you in real-time.
Prerequisites
The Bid Package must be created in order to send an RFP to bidders.
Process
Select Bidders to Send RFP
When you are ready to send the bid package, Open the Bid Package and click Add Bidders.
Choose Invite Bidder(s) to invite the bidders to submit a proposal using INGENIOUS.
Click Next.
A list of contacts will appear. These are contacts within your Contacts listing that have an account type that matches the type of RFP you've selected.
Search for the company or contact you want to invite to bid. You can send the RFP to one or multiple individuals at a company.
If the contact you are looking for is not listed, you can add them here. Start by typing their email address.
Click Submit to Bidders to save and send the invitations to bid.
You will now see a bid card for each invited bidder. The bid card displays the bid status, allowing you to see when the bidder has read the RFP, if they intend to bid, and if they have submitted a proposal. Click Add Bidders to add additional bidders.
Note: if a bidder has been sent an RFP on-system but chooses not to collaborate on the INGENIOUS.BUILD platform, you can change their bid card to a manual bid by clicking the three dots in the upper right of their bid card > Switch to Manual Bid.
Curious about what the invitation and RFP look like from your bidder's perspective? Check out our article on Creating a Workspace and Responding to an RFP.
Next Steps