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Editing an RFP (AVM)

What's new

You can now change an RFP after it has been sent, without deleting and recreating it:

  • Add another vendor to the RFP.

  • Add another recipient user at a vendor that's already on the RFP.

  • Extend the submission deadline.

Who can use it

Customer users with edit access to the RFP. Users without edit access can't see or use these actions. Vendor users can't make these changes. Requires Advanced Vendor Management.

Add a vendor to an RFP

  1. Open the RFP.

  2. Add a vendor from the vendor directory.

  3. The vendor appears in the RFP's recipient list and receives the full RFP email, the same as at the original send.

A vendor already on the RFP can't be added twice. People already on the RFP don't get another email when someone else is added.

Add a user at a vendor already on the RFP

  1. Open the RFP and choose to add a recipient user at that vendor.

  2. Pick an existing user, or enter the name and email of a new one. The firm is set automatically.

  3. The user is added as a recipient and receives the full RFP email.

A new user only has access to this RFP. If the email address already exists, the user isn't created and you'll see a duplicate email error.

Extend the submission deadline

  1. Open an RFP that has been sent and not yet awarded.

  2. Change the submission deadline to a later date.

  3. Every recipient user at each vendor receives an email with the new deadline, except vendors who declined the RFP and vendors who have already submitted. Vendors who haven't yet answered the conflict check also receive it.

Rules:

  • The new deadline must be later than the current one. It can't be moved earlier.

  • You can extend even if the deadline has already passed, as long as the new date is today or later.

  • The RFP then returns to Active on your RFP list, unless every vendor has already submitted.

  • Vendors who haven't submitted can submit up to the new deadline and their RFP no longer shows as Missed.

  • Vendors who have already submitted can't change their proposal.

  • An awarded RFP's deadline can't be changed.

  • For reverse-auction RFPs, the new deadline can't be later than the auction close time, and once the auction has closed the deadline can't be extended.

Vendors see only the new date, with no "updated" indicator.

Good to know

  • Vendors can't be removed from an RFP once it has been sent.

  • Draft RFPs keep using the normal RFP edit

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