Setting Up a Request for Bid (RFB) Business Process
A Request for Bid (RFB) business process allows companies to invite bids from multiple vendors. The Request for Bid process requires the following components to operate in Unifier:
- Master Vendor BP (Vendor Master BP): A simple or Line Item type BP (Company level) that lists the available vendors who can be invited to bid. A company can have only one master vendor BP. The system allows your company to only designate one Vendors business process as the RFB master vendor list.
- Requestor form: This is the BP form the user uses to distribute bid requests from vendors.
- Bidder form: This is the BP form the vendors use to submit their bids.
- A workflow for the requestor form: This workflow or workflows can be used to approve the RFB before inviting bids, to distribute the RFB, and to approve the final bid award.
- (Optional) A bid comparison sheet: This is a sheet designed specifically for your company for the purpose of comparing the bids you receive from vendors. (If your company has not designed one, the system provides a default sheet you can use.)
In This Section
Verify the RFB Has Been Designed Correctly
Set Up a Bid Management Account
Last Published Tuesday, April 8, 2025