RFP Management
This solution is used to manage a
large, multifaceted Request For Proposal (RFP) response process. It consists of a single workspace
for each RFP response. It is primarily driven by document management with approval
processes for each component of the RFP response.
Design
This solution uses a "workspace" design to provide a robust environment with which to manage a large,
multifaceted
Request for Proposal response. It provides a full set of areas of work
broken down via the tabs. Each part of the RFP response, including Response,
Pricing, and Production documents, is managed with its own approval processes.
Feature Highlights
Smooth flow of process via the tabs from left to right, with views and actions to move the work along
Libraries for the different parts of the RFP response
Task tracking of key project milestones via the RFP calendar
Document approval processes for each part of the RFP response
Actions to automate the work and documenting of activity with proposal documents
Ability to send emails in process to team members
Ability to send emails to people with embedded links to documents and to select multiple documents and send one email to many people with all links in one document