Project Bidding - Using Product Project Quote Mode

Project Bidding - Using Product Project Quote Mode

Overview

Enabling the Product Project Quote Mode will change the way that project creation process will flow from the customer user journey. The Product Project Quote Mode is tailored to having customers select the products that already exist in the marketplace, to then send a project request to the vendors that own those products, which will allow the vendors to create custom pricing or milestones for bulk orders.

See the workflow below.


Important Differences between Default and Product Project Quote Mode

It is important to note that enabling this mode will also mean that the default workflow for project creation (and vendor invitation) will change.

Key differences with Product Project Quote Mode enabled:
  1. Customers can choose which products (and how many) they would like a quote on during the project creation process.
  2. Customers cannot invite any vendors that do not have products in the project already (before or after). This includes the invitation process during the project creation step (as this will be replaced by product additions).
  3. Vendors invited to the project can see what products were initially requested (only for that vendor).
  4. When Vendors are creating their proposal, the required products (only for that vendor) will already be in the items list.
As such, it is important to understand the project creation workflow that your marketplace should follow, as it will be one or the other. The remainder of the project fulfilment process (such as Vendor Proposal Submissions, Customer Acceptance and Communications, and Milestone Management) remains the same. To see our default workflow, please review our guide: Project Bidding - Overview and Workflows

Enabling the Product Project Quote Mode (as a Marketplace Owner)

To enable the Product Project Quote Mode, you can navigate to the configuration from the admin by selecting Stores > Settings > Configuration > Omnyfy > Project Bidding Management > Project Settings > Enable Product Project Quote Mode > Yes.



As a reminder that you can also set the term for the Projects too (as this will also appear for customers).


Once set to Yes, navigate to the top right of the page and select Save.

Customer Workflow for Product Project Quote Mode

Adding a Product to a Project

Once feature this is enabled, Registered Customers will be able to start adding products into draft projects. From any product page, a new button will appear to add the product (and its quantity) to a project. This will typically appear under the Add to Cart button.



Once the desired amount has been set (using the number field on the left of the button), you can add the product to the project by pressing the button. A pop up will then appear providing you the ability to choose the project you would like to add the product to.



You can simply use the Add button to add the product/s to the selected project.
NOTE: Only Projects in Draft status can be used here.
If no project is available, this screen will display a message instead.



Either pop up will allow you to create a new project using the Create New Project button.

Creating a Project from the Product Page Pop Up

When using the pop up to create a Project, the fields will be very straight forward (depending on the configuration). It will only contain very initial information, that is required to create a project (not yet the submission).



Once you populate the basic fields, you can then continue to add products to this project. The detailed questions will come in the later step.

Submitting the Project to Vendors

Once you have completed adding all of the required products in the project, you will be able to view the project and continue the submission process.



You can either select View Projects from the pop up, or you can view the project from My Account > My Projects. From here, the initial information populated from the pop up page will appear, and you will be able to add more details to the project (including the custom questions in the next steps). The only difference is, that after the project review step, the project will be sent to the vendors who have products included.
Reminder: There is no option/step to add any other vendors that do not have products in the project.

Responding to a Product Project Quote (as a Vendor)

When a vendor receives a notification for a project, the steps to respond are the same as the default workflow. This can be done through the Manage Projects section in Project Bidding. The only difference here is that the project details will now have information in the Product Requested tab.



When the vendor responds to the project and begins to create a proposal, the products will already be included in the Items Quoted section.



The rest of the steps remain the same as the default workflow (including the Proposal cover letter, Milestone generation, Terms and Conditions, and Custom Proposal Questions if required). See our guide on the default Vendor flow for proposals here: Project Bidding - Submitting a Proposal (as a Vendor)

    • Related Articles

    • Project Bidding - General Configuration (Bidding Module v4.0.5 and later)

      Reminder: This applies only to the Project Bidding module v4.0.5 and later When you have the Project Bidding module installed, you will need to do the initial configuration first. Simply go to Stores > Settings > Configuration > Omnyfy > Project ...

    • Project Bidding - Submitting a Proposal (as a Vendor)

      Accessing the Project as a vendor Once a customer has created a project, vendors that were invited would have received an e-mail notification to go to the backend and review the project details. Vendors can go from the backend to Marketplace ...

    • Project Bidding - Managing Milestones (as a Vendor)

      With the Project Bidding module, Projects can be paid with the Milestone feature. Milestones can be created to break down each invoice for the customer based on the stage / frequency of the line items with the project. Your milestones can be accessed ...

    • Project Bidding - Creating Custom Project Questions

      The Omnyfy Project Bidding module allows the Marketplace Owner to create additional questions on Project Creation, based on the Project Types. If enabled for the project type, these questions will be asked to the customer on the 2nd step, after the ...

    • Project Bidding - Overview and Workflows

      Overview Project Bidding allows registered customers to create a project, with trackable payment milestones across multiple vendors in one place. Projects can be created by customers, and they can invite multiple vendors on the marketplace. ...