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Sending RFPs on Behalf of Clients
How partners create and manage RFPs for their buyer clients, and how to share them.
Overview
As a partner, you can create and send RFPs on behalf of your buyer clients. The buyer retains full ownership.
Creating an RFP for a client
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.
Access and permissions
| 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 |