Concept: Responding to Requests for Proposal
Once vendors have submitted their proposals to your request for proposal (RFP), there are several actions available.
You must have
rfp.edit
security permissions.Responding to a Single Proposal
Select a single proposal by:
- Using theActionsdrop-down menu on the proposal.
- Selecting the check box next to the proposal.
- Opening the proposal and accessing theActionsdrop-down menu directly from the proposal.
Action | Description |
|---|---|
Review & Score
| Only available through the Actions drop-down menu on the Proposals tab of the RFP. Enables you to review and score the individual responses. |
Award
| Enables you to select the vendor who wins the work outlined in the RFP. Workday VNDLY sends an email notification with an optional message to the primary vendor contact on the proposal. You can't undo this action. |
Reject
| Enables you to reject the vendor proposal. Workday VNDLY sends an email notification with an optional message to the primary vendor contact on the proposal. You can't undo this action. |
Shortlist
| Enables you to add the vendor proposal to a shortlist. Workday VNDLY sends an email notification with an optional message to the primary vendor contact on the proposal. You can't undo this action. |
Responding to Multiple Proposals
On the
Proposals
tab for the RFP, you can select multiple proposals using the check boxes. You can respond to multiple proposals.
Action | Description |
|---|---|
Award
| Enables you to select multiple vendor proposals. Those vendors win the work outlined in the RFP. Workday VNDLY sends an email notification with an optional message to the primary vendor contacts on the proposals. You can't undo this action. |
Reject
| Enables you to reject multiple vendor proposals. Workday VNDLY sends an email notification with an optional message to the primary vendor contacts on the proposals. You can't undo this action. |
Shortlist
| Enables you to add multiple vendor proposals to a shortlist so that you can evaluate them. Workday VNDLY sends an email notification with an optional message to the primary vendor contacts on the proposals. You can't undo this action. |
Proposal Status
You can view the status of the proposals on the
Proposals
tab of the RFP. Status | Description |
|---|---|
Award
| The vendor has won the work based on their proposal. You can't undo this action, and the proposal can't be rejected or shortlisted. |
Reject
| You rejected the proposal from the vendor. You can't undo this action, and the proposal can't be awarded or shortlisted. |
Shortlist
| The vendor proposal has succeeded in an initial round of selection. You can reject or award the proposal. |