This is the first of two rounds of changes to how clients create and manage organization template RFPs and RFIs.
From the menu bar on the left, you can now navigate to Templates.
To edit templates, click on the template you'd like to edit and select Edit. From here, you can make and save changes, delete the template, preview, copy and share access to it, like you would when drafting an RFP, using the functions at the top.
Minor aesthetic changes to the Templates feature are as follows:
- Moved “Manage templates” from settings navigation to "Templates" in primary navigation.
- Previously when beginning to a create a request, selecting a template would display an overlay with buttons: "Select, Edit, Delete," This has been removed to prevent users from editing or deleting organization templates accidentally.
- Added the ability to preview system templates. Previously clicking “SELECT” on a system template would immediately create an RFP with no chance to preview.
- System template preview shows the “by CLOC” or “by PERSUIT” text as appropriate
- Swapped the order of the template tabs and renamed general tab (Client Templates, then PERSUIT templates).
- Instructional text added to guide the user through selecting a template.
This release changes the Firm Summary and Key Performance Indicators tables in the analytics tab for auction RFPs.
Previously, the analytics calculations included any changes to proposal price before an auction, for example as a result of a clarification or changed assumptions. The auction analytics calculations have been changed to record the starting price as the price submitted by the firms to start the auction.*
This change will apply retroactively to all past auction RFPs.
Minor text changes to the Auction Analytics page are as follows:
- Firm Summary to Auction Summary
- Starting price to Start price
- Ending price to End price
- Price drop to Reduction
*Note, auction rules and guidelines prohibit firms from increasing their prices during an auction. However, there are some rare and exceptional circumstances where a firm may need to make a last minute price increase after the auction has started due to an instruction or clarification by the client. In rare instances where a firm increases its price during the auction to fix something based on clarifications or because they failed to make an adjustment to scope before the auction began, the system will calculate the "start price" as the firm's highest price submitted after the auction begins.