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Before you start
Before you start
An RFP must have Live status before you can manage it from the project page.
Some actions affect suppliers immediately, so check the details before confirming a change.
Permissions: Submitters and Admins can make changes to a live RFP. If you cannot see the relevant options, ask an Admin to check your role.
Add another supplier
Add another supplier
You can invite additional suppliers after the project has been launched.
From the live project:
Select the option to add a supplier.
Enter the supplier’s name.
Enter the email address of the main contact.
Review the details and confirm the invitation.
Check the contact email carefully before confirming.
Change due date
Change due date
You can change the due date after the project has launched to any time in the future.
We recommend letting suppliers know in advance if the due date has been moved up.
Complete the project early
Complete the project early
Complete the project when you are ready to close responses before the current deadline.
Once the project is completed:
Suppliers can no longer edit their responses.
The project moves from Live to Completed.
Your team can continue reviewing the responses received.
Check that all expected suppliers have had an opportunity to respond before completing the project.
Cancel the project
Cancel the project
Cancel the project when the process should not continue.
Cancelling a project means:
It cannot be reopened.
Suppliers will be notified by email.
Suppliers cannot continue working on their responses.
Before cancelling, confirm that:
The project is no longer required.
Relevant suppliers and internal stakeholders have been informed.
You do not instead need to change the deadline or complete the RFP early.
Project statuses
Project statuses
Draft: The project is still being prepared and has not been sent.
Live: Suppliers can access and respond to the project.
Completed: Responses are closed and ready for review.
Cancelled: The project has been stopped and is no longer active.
Why can’t I make changes?
Why can’t I make changes?
Check that:
The project has Live status.
Your role is Submitter or Admin.
The project has not already been completed or cancelled.
You have access to the relevant project.
If the project is live and the management options are still unavailable, ask an organisation Admin to check your role and project access.
What happens next?
What happens next?
When supplier responses are ready, review them within the project.
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