Inviting to RFB

For public bidding, invitations are sent to the Vendors that you have selected from the Vendors business process (a company-level BP). The Vendors BPs can be found in Company Logs > User mode > Vendors BP.

To start the bidding process:

Go to your Project > User mode > Logs > Requests for Bid.
Open the bid that you want to send.
Go to the Proposal Management tab.
If this is the first time you are sending an invitation, click Add to open the Add Vendors window, select the desired Vendors BPs, and move them from the Available block to the Selected block. When all the desired vendors have been selected, click Add. See the Public Bidding and Private or Non-Public Bidding for more details about the options in the Proposal Management tab.
Select a vendor from the log.
If you are sending an invitation for the first time, click Send Invitation. Unifier sends two emails:
1. An invitation email (contains the Unifier Login URL)
2. A credential email (contains the username and password).
If a vendor who has received an invitation loses their password, the vendor can change their password with the Forgot Password link in the Sign In page. For best results, bidders should change change the password at the first log in, and then sign in using the newly set password.

The left-hand section includes the general information about the requestor and the bid.

To modify the date, click the date icon, modify the date, and click Done.

The right panel includes the list of invitees to whom the invitations have been either sent out or will be sent in future.

Toolbar options:

Add
To add vendors to the invitee list.
Send Invitation
Actions
Refresh
Find on Page

When you click Add, a new full-screen window overlay appears (similar to BP Picker) that lets you select the list of vendors (from the Master Vendor List BP) that you want to add to the invitees list.

Add vendors by selecting items from the Available list and moving them to the Selected list, using the arrow buttons in the middle. Click Add when finished.

The gear menu options in the left tab are:

Open Vendor Details
Send Mail

The right pane displays the following tabs:

Attachments
Mail
For correspondence with internal team members.

For an RFB BP that is enabled for public bidding, if you click Invite after the BP is opened for public bidding, the system displays an overlay screen that lets you send password and modify due date. Modifying the due date in public bidding is similar to the same feature in private bidding.

See Also