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Creating a Proposal

Learn how to create and submit a proposal after accepting an RFP in INGENIOUS.BUILD.

Overview

Once you’ve accepted an RFP, you can create a proposal for your client. This guide walks you through accessing the RFP, filling out the required sections, and submitting your proposal within INGENIOUS.BUILD.

Process

1. Access the RFP

  • Notifications for RFPs can be found:
    • In the Notifications Center from the left-hand navigation menu.
    • On the Main Dashboard, visible in the top-right corner.

Click the RFP notification to open it. You’ll see a summary of the RFP, including:

  • Services Scope of Work
  • Project Description
  • Deadlines
  • Location
  • Bid form
  • Q&A
  • References

2. Indicate Intent to Bid

  • Click Intent to Bid to start creating the bid form and initiate the RFP process.

3. Create the Proposal

  1. Click Create Proposal
  2. Edit Budget/Fee
    • Scroll to the Edit Budget/Fee section to start filling out the bid form.
    • Complete all required line items.

 

Note: The markup field is confidential and only visible to you as the bidder.

3. Save Progress

  • Click Save to save your edits.

4. Fill Out the Q&A Section

  • Click Edit Q&A to open the Q&A form.
  • Answer the questions in the text boxes.
  • Click Save to finalize your responses.

5. Complete the Services Scope of Work

  • Navigate to the Services Scope of Work section. Click Edit Services Scope of Work.
  • Fill in the required details based on the RFP requirements.

6. Submit the Proposal

  • After completing all sections, click Submit to send the proposal to the RFP company.

Summary

  • Access the RFP: Review the RFP details and requirements.
  • Intent to Bid: Indicate your intent to create a proposal.
  • Edit and Submit: Complete the Budget/Fee, Q&A, and Scope of Work sections, then submit the proposal.

By following these steps, you’ve successfully submitted a proposal for the RFP. For additional guidance, refer to the screenshots or contact support through the chat icon.