SupportPartners
How partners create and manage RFPs for their buyer clients, and how to share them.
As a partner, you can create and send RFPs on behalf of your buyer clients. The buyer retains full ownership.
From My Cloud → RFPs, click "New RFP". Select the client from the account picker. The creation process is the same as for buyers.
Your client receives a notification and the RFP appears in their dashboard alongside their own RFPs.
| Action | Partner | Buyer |
|---|---|---|
| Create the RFP | Yes | Yes |
| View responses | Yes | Yes |
| Set verdicts | Yes | Yes |
| Message solutions | Yes | Yes |
| Share / generate link | Yes | Yes |
| Delete the RFP | No (owner only) | Yes |