Request for pricing (RFP) packages

Request for pricing (RFP) packages are used to request, track, and analyze pricing for items required for a lead or project. RFP packages are typically created for each scope of work, such as concrete, doors, windows, or electrical, that's either subcontracted or requires materials from suppliers.

If the project is awarded, the winning bidder for each RFP package can be issued a purchase order (PO) or subcontract through the Procurement module.

RFP Packages can be created either:

• Directly within the Procurement module.

• From within an estimate.

Both processes are nearly identical. However, when creating RFP packages from an estimate, estimate items must be linked to a package.

It's common for general contractors and custom home builders to manage multiple RFP packages per estimate. These packages can be accessed from the estimate’s Bid Management tab.

Estimate RFP package functions

• Add or import RFP packages:
  • Add an RFP package manually
  • Import an RFP package from the estimate cost code section
  • Import RFP packages from other estimates
• Add bidders
• Tag estimate items
• Link files to an RFP package
• Send bid invitations to the vendors
• Review the Bid Analysis