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
- Click Create Proposal
- 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.