Suggest Suppliers for an RFP

Please note: The ability to suggest additional suppliers for an RFP must be enabled by the planner.

This feature will allow the Rep Company or CVB user to add properties and send the RFP on behalf of the planner.

This article contains the following topics:

• Find RFPs Requesting Suggestions
• Supplier Search
• Select RFP Recipients and Send

Find RFPs Requesting Suggestions

The Suggest listing shows RFPs where the planner would like the Rep Company or CVB to suggest other properties and add them to the RFP.

Select the RFP Name from the Suggest listing. The Suggest Properties option will appear when this option is enabled by the planner.

Select Find Suppliers to Add. 

Supplier Search

Use the Supplier Search page to find additional properties. The default search results will display your properties in the location(s) on the RFP.

Select + to RFP to add the property. The Sent icon indicates properties that were already sourced.

Use the Search toolbar to find other properties within your portfolio for the RFP. 

You can search by Supplier Name,  Address, Chain/Brand, Location, or other property criteria to find additional suppliers. Use the + to RFP button to add your selections to the RFP.  The Search results will only display properties in your portfolio. If a property needs to be added to the portfolio, make that update in the Supplier Portfolio section, then return to the RFP to complete the suggestion. See How to Add a Property to Your Portfolio for more information.

Select Send RFP To Suppliers when your selections are complete.

Select RFP Recipients and Send

On the RFP Mailer page, select the recipients for the RFP. Use the New Contact button to add a new receipient or the Edit Contact button to add an existing contact from the list.

The Email Form section contains the planner's default RFP email message for your review. Select Send RFP to Suppliers when complete.

Each recipient will receive an email with the response link for their property.  Return to the Suppliers on RFP section to view and manage the responses.