Request for pricing (RFP) packages
Request for pricing (RFP) packages help you request, track, and analyze pricing for items needed on a project. Typically, an RFP package is created for each scope of work, such as concrete, doors, windows, or electrical, that will be subcontracted or supplied. If a project is awarded, the winning bidder for each package can be issued a purchase order (PO) or subcontract.
You can create RFP packages in the procurement module or within an estimate. Both processes are nearly identical, but when working within an estimate, the estimate items must be linked to a package.
Create and manage RFP packages
- Add an RFP package
- Add vendors to an existing RFP package
- Add or import vendor items
- Import RFP package items using a Microsoft Excel file