Communicate with Clients

In this article

• Using public Questions & Answers on a Request for Proposals
• Using private Questions & Answers on a proposal
• Responding to an interview request
• Using the internal messaging module

Using public Questions & Answers on a Request for Proposals

When viewing an RFP, before submitting your proposal, you can post a public message that the Client can reply to. To do so:

1. Go to the Requests for Proposals tab and click Search for an RFP or Favorite RFPs.
2. Click on the RFP you are interested in to open it.
3. On the page that appears, click the Questions & Answers tab under the RFP header.
4. Write your message and click Publish.

Using private Questions & Answers on a proposal

Once your proposal has been submitted, you can communicate privately with the Client via the private Questions & Answers module available on the RFP. To do so:

1. Go to the Requests for Proposals tab and click My proposals.
2. In the Ongoing RFPs tab, scroll to the relevant proposal, open the contextual menu, and click Send a private message.
3. Write your message and click Publish to send it.

Responding to an interview request

When a Client marks your proposal as Interesting, they may invite you to an interview (also called a QM – Qualification Meeting) via the platform.

You can access it by:

• Clicking the link in the email you receive.
• Clicking the notification displayed on the platform.

Or by accessing it directly on the platform:

1. Go to the Requests for Proposals tab and click Interviews.
2. In the Interviews to confirm tab, scroll to the relevant interview and open the contextual menu menu.svg.

You then have three possible responses:

• Accept the interview by clicking Confirm.
• Decline the interview by clicking Decline, then confirm your choice.
• Suggest a new time or location by clicking Suggest another time slot.

Using the internal messaging module

Before a project starts, the Client may initiate a conversation with you using the internal messaging module. You can access it by clicking the email.svg icon in the top-right corner of your screen.

A red dot on the envelope indicates that you have one or more unread messages.

In the messaging module, you can access three tabs:

• Your inbox
• Your archived messages
• Your sent messages

To reply to a Client message

1. In the Inbox tab, open the contextual menu menu.svg to the right of the relevant message, then click Reply.
2. On the page that appears, you can view the full message history with the Client. Enter your response in the text box at the bottom of the page, then click Reply.

Later, when you have an ongoing project with a Client, you can also initiate the conversation yourself. To do so:

1. Go to the My projects tab.
2. For the relevant project, click the user-solid.svg icon next to your contact’s name in the Operational manager column.
3. On the page that appears, open the contextual menu menu.svg and click Send a message.
4. In the window that opens, enter the subject and message content, then click Send.
5. The Client is notified of the new message, and you can continue the conversation directly in the messaging module.