How to submit proposals with opportunity groups

Creating groups and submitting proposals from within these groups can help keep your Tenders dashboard organized. This article explains how to submit proposals for individual opportunities that are part of a group.

To submit proposals for grouped opportunities

1. Start by looking for the group that contains the opportunity for which you want to submit a proposal. Click on the name of the group.



2. From the group’s Overview tab, click on “Tender Form.” You will see the name of the client at the top of the tender form page.



3. Fill out any necessary fields, keeping in mind that a value must be entered for all items that have a red asterisk next to them. You will not be able to submit the proposal if the starred items have not been completed. Once the tender form is filled out, click on “Preview & send.”



4. Next, you will see a summary of the information you entered. If a correction needs to be made, click on “Back to Edit” to return to the previous page where you’ll be able to make the necessary changes.

If everything is correct, click on “Submit” to submit the proposal to the client. The client will be automatically notified that your proposal was submitted, and will be able to view your proposal instantly.



5. On the next screen you will have the ability to enter internal notes for this proposal if you click "Add tracking data." The notes entered on this screen are only visible to you and your coworkers. They are not visible to clients and are intended for internal use only.

If you have no notes to add, click “Skip” to proceed.

 

6. You will now see the completed tender form. You will also have the ability to “Create a Revision” if necessary. Creating a revision means that you are submitting a revised proposal to the client. Your updated proposal is sent to the client who will be notified of the revision.



7. If you have additional proposals to submit for this group, you can use the “Previous” and “Next” options on the top right of the screen to access the tender forms for these opportunities. You can also access the other opportunities in the group by clicking on “View all opportunities.”



8. Click on “Overview” to return to the group’s Overview tab. Here you will see the proposal amount listed next to the opportunity.

Keep in mind that accepting opportunities or submitting proposals for individual opportunities within a group does not automatically change the status of the entire group. 



The group will be listed in your Tenders dashboard according to the status of the entire group (and not based on the status of the individual opportunities within the group).