Creating an RFP

Step 1: Open the RFP modal

From your My Cloud dashboard, click the "New RFP" button in the RFPs tab. The RFP creation modal will open.

Step 2: Write your request

Fill in the following fields:

Field	Required?	Description
Title	Yes	A short name for your request
Brief description	No	Additional context about what you're looking for
Display name	No	How you appear to solutions
Response due date	No	Deadline for solutions to respond
Questions	No	Up to 25 structured questions

Step 3: Add questions

Use the built-in template library or type your own. Categories include Staffing, Compliance, Technology, Pricing, and more. Use "Add all" per category or "Use recommended questions" for 8 common questions.

Step 4: Select solutions

Search by name, pick from shortlists, or paste email addresses to invite off-platform vendors.

Step 5: Send

Click "Send RFP". All selected solutions will be notified.

Reviewing responses

Go to My Cloud → RFPs. Click an RFP to see responses. Use "Compare Side by Side" for a table view. Set verdicts: Shortlist, Follow Up, or Pass.

Sharing your RFP

Click "Share RFP" to configure privacy and generate a share link. You can set it to invite-only or public.

Deleting an RFP

Click "Delete" to permanently remove an RFP and all associated data.