The Menu Options will have the following options, when clicked from Proposal Management tab:
- CC more users
- Email as Attachment
- Review
- Transfer Ownership
- Help
- Close
Sending email to vendors, after the RFB due date
The following provides a scenario in which a requestor sends email to the vendors after the bid request has been sent, or after the RFB due date.
When a user (a bid requestor) logs in to Unifier with a bid requestor ID, depending on the type of workflow at the BP level, the user will:
- Navigate to the RFB type BP.
- Create a task and send it to an approver (administrator, project manager, or someone who can approve the request).
- The approver accepts the task, clicks the Proposal Management tab, clicks Add, and adds the relevant vendors who must receive the invite.
- The approver sends the bid invitation to the vendors.
At this point the bid request has been sent out. If the requestor needs to contact the vendors after the bid request has been sent, the requestor can click the gear menu (
) next to the record and click Send Mail. Alternatively, the requestor can use the Actions option and send email to the vendors from the list of vendors.
Note: The Send Password and Send Invitation options will not be made available at this stage.
The Linked Mail tab lists all emails sent.
The requestor can reply to any of the emails that have been sent. The requestor has the option to email multiple vendors.
The Linked Mail tab will be available for the bidder to access, view, and reply to the emails that have been sent to the bidder after the RFB due date. The bidder can use the Add option to initiate communication with the requestor, after the RFB due date.
All of the emails sent by the bidder will be included in the Linked Mail tab.
The bidder can access emails sent by the requestor by way of the Mailbox.