Step-by-step guide for buyers: create an RFP, select solutions, review responses, and manage sharing.
From your My Cloud dashboard, click the "New RFP" button in the RFPs tab. The RFP creation modal will open.
Fill in the following fields:
| Field | Required? | Description |
|---|---|---|
| Title | Yes | A short name for your request |
| Brief description | No | Additional context about what you're looking for |
| Display name | No | How you appear to solutions |
| Response due date | No | Deadline for solutions to respond |
| Questions | No | Up to 25 structured questions |
Use the built-in template library or type your own. Categories include Staffing, Compliance, Technology, Pricing, and more. Use "Add all" per category or "Use recommended questions" for 8 common questions.
Search by name, pick from shortlists, or paste email addresses to invite off-platform vendors.
Click "Send RFP". All selected solutions will be notified.
Go to My Cloud → RFPs. Click an RFP to see responses. Use "Compare Side by Side" for a table view. Set verdicts: Shortlist, Follow Up, or Pass.
Click "Share RFP" to configure privacy and generate a share link. You can set it to invite-only or public.
Click "Delete" to permanently remove an RFP and all associated data.