Within this article:
- New display within the proposals list page
- Link to access the RFP
- New global search bar
- New columns available with filtering capabilities
- Price comparison
- New tool to navigate proposals
New display within the proposals list page
In this new release we have collated the feedback shared by you, the users, relating on how to improve your experience with proposals received, which includes a few new features, as well as a change in the display of the related pages.
- Go to the tab in the main menu titled RFP then My RFPs.
- You will be redirected to the table view listing all the Requests for Proposals in the account (or within your scope). To reach the List of Proposals page, use the menu under the column Options and click either on:
- View to open the RFP and then select the sub-menu titled View Proposals (x)
- The shortcut available within this menu titled See all proposals
Have a look below for more details on the changes that have taken place within the List of Proposals page:
Link to access the RFP
As you can see in the animation below, you will now be able to go back to your original RFP from the proposal page, and check all the information within by using the newly added link:
New global search bar
Whenever you have a high volume of proposals, you will now be able to filter them in an easier manner by using the newly added search bar, located under the link to access the proposal, it will enable you to filter by the following criteria:
- Company name
- Name of the profile of the consultant
New columns available with filtering capabilities
Within the main body of the table, you will notice that there are some new columns, such as:
- New negotiation column
To facilitate the finding of information, notice how most of the columns will now display a filter icon on the right side of their names (like this one ), this means that you are now able to filter the content in those columns, this includes the following columns:
- Submitted price
- Negotiated price (which will also showcase the latest rate negotiated)
Note that although the Profile column does not contain the filter icon, you are able to order the content by using the sort icon .
In the previously named "Rate column" that is being renamed "Submitted price", you will now be able to find not only the rate proposed by the supplier, but also the difference of that rate compared to the original rate added when creating the RFP.
If the RFP has a profile code, and the supplier has a Rate card associated to this profile code, the information in the Submitted price column, instead of comparing the rate proposed by the supplier to that of the RFP, will compare it to that of the Rate Card, and be very clear when it is doing so (if relevant).
New tool to navigate proposals
With the purpose of facilitating the navigation experience whenever more than five (5) proposals are received, a navigation tab has been instituted at the bottom of the screen.
This will allow you to see a maximum of five (5) proposals received per page, while you are able to see the rest by using the menu at the bottom to filter between the different pages (if the total number of proposals exceeds five (5) proposals).