Creating and Managing Proposals
Project Bidding - Comparing Proposals (as a customer)
Accessing the Compare Proposals page If the submitted proposal has Custom Proposal Questions, then customers can compare the answers from multiple proposals that have been sent. This can be found in the Compare Proposals tab inside the Project Detail ...
Project Bidding - Accepting a Proposal (as a Customer)
When a vendor sends a proposal, the customer will receive an email notification to inform them of a new submission for their project. Each proposal will have its own email notification (including if multiple proposals were sent from the same vendor). ...
Project Bidding - Setting up your own Rates (as a Vendor)
Rates are pre-set line item templates vendors can use in proposals for projects. Rates can be managed from Marketplace Management > Bidding Configuration > Manage Rates. On the Rates Management page, you will see your existing Rates, or ...
Project Bidding - Communication and File Uploads (between Vendors and Customers)
Marketplace Owners / Vendors and Customers can communicate with each other within each of the proposals, even before the proposal is sent (if in the pre-proposal stage, only the vendor can initiate the communication). Communication as a Customer The ...
Project Bidding - Creating Custom Proposal Question Answers Templates
Proposal Questionnaire Answers Template Overview As a Vendor, you may find some projects require a Proposal Questionnaire to be populated. At times, there may be multiple fields with the same answer for all your projects or proposals. Saving Current ...
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 ...