Creating & Managing RFPs
Step-by-step guide for buyers: create an RFP, select solutions, review responses, and manage sharing.
Creating an RFP
Step 1: Open the RFP modal
From your My Cloud dashboard, click the "New RFP" button in the RFPs tab. The RFP creation modal will open.
Step 2: Write your request
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 |
Step 3: Add 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.
Step 4: Select solutions
Search by name, pick from shortlists, or paste email addresses to invite off-platform vendors.
Step 5: Send
Click "Send RFP". All selected solutions will be notified.
Reviewing responses
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.
Sharing your RFP
Click "Share RFP" to configure privacy and generate a share link. You can set it to invite-only or public.
Deleting an RFP
Click "Delete" to permanently remove an RFP and all associated data.