Publishing Your Proposal
If you are satisfied with your proposal configuration, it's now time to publish it.
Click the Publish button identified in the top right hand corner of the page.
Image1- Publish button.
This generates a live copy of the proposal, scroll down the page and review the document to make sure that it includes all the required information you want to present to the vendor.
The URL that is displayed at the top of the page is specific to your proposal.
Image2 - Your unique URL
Incomplete Proposals
If you have not completed all the steps of your proposal hitting the Publish button will prompt you to add any missing data. Follow the Check Link to the section that requires updating. Make your changes and click Publish again to finalise your proposal.
Image3- Error Prompt if proposal incomplete.
Sending Your Proposal
Copy the unique URL and send your proposal to the vendor via an Email.
Image4- Sending your unique proposal URL to the vendor.
Email Notifications
You will receive email notifications when the vendor Opens your proposal
Image5 - your proposal has been loaded by the vendor to review.
You will receive an email notification when they Accept your proposal.
Image6- Your proposal has been accepted.