Communicate with suppliers
This article presents you the available channels to exchange with suppliers before and during a project.
Within this article
- Use public Questions/Answers on a Request for proposals
- Use private Questions/Answers on a proposal
- Use the platform messaging module
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Use public Questions/Answers on a Request for proposals
When an RFP is published, suppliers can send you public messages asking for more information about the RFP in question. These messages are visible to anyone with access to the RFP. By replying to them, your messages will also be visible to all suppliers with access to the RFP, saving you time by centralizing and sharing information with everyone at once. To answer a public question:
- Go to the RFPs tab and click on My RFPs
- In the grid, open the action menu of the RFP and click on View
- On the page that will appear, click on the Questions/Answers tab under the RFP header
- Write your message and click on Send
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Use private Questions/Answers on a proposal
Once an RFP is on status Published with proposals, you can also communicate with the supplier in private. To do so:
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Go to the RFPs tab and click on My RFPs
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In the grid, open the action menu of the RFP and click on View proposals
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Open the action menu of the proposal from the supplier with whom you want to communicate and click on Contact
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Scroll down to the Contact details of the Business manager section, write your message and click on Send
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Use the platform messaging module
Finally, before or during a project, you can exchange with a supplier via the messaging module, which you can access by clicking on the icon in the top right-hand corner of your screen.
In the messaging module, you have access to three tabs giving you access to:
- Your inbox
- Your archived messages
- Your sent messages
To reply to a supplier's message :
- In the Inbox tab, open the action menu to the right of the message in question and click on Answer
- On the page that will appear, you can see all the messages exchanged with this client. To reply, enter your message in the text box at the bottom of the page and click on Answer
To initiate a discussion with a supplier working on one of your projects:
- Go to the Projects tab
- For the project in question, click on the icon next to your contact's name in the Business manager column
- On the page that will appear, open the action menu and click on Send a message
- In the window that will appear, enter the subject of your message and the body of the text, then click on Send
The business manager is notified of this new message, and you can then continue the exchange directly in the messaging module.