Client to Firm Feedback
You can now provide feedback to firms using the new Client to Firm feedback feature.
After a firm is selected or marked unsuccessful on a request via the Manage Proposal dialog, a new dialog will now be shown at the end to allow you to provide feedback to firms on their proposal:
You can then preview and send feedback to the firms:
If you choose to skip providing feedback, you'll be presented with a confirmation dialog:
On choosing to skip sending the feedback, you will additionally have the option to provide feedback at a later point via the new “Provide Feedback” button available at the top of a proposal:
Firms will be notified by email when you submit feedback on their proposal. They will also receive email and in app notifications for the same:
You and your firms can view the feedback at the top of the firm's proposal in the new Client Feedback Section:
You now have the ability to undo the action of marking a firm as unsuccessful.
The Manage Proposal dialog now has the new option to “Undo Unsuccessful Status”:
This option is also available on the Manage Firm dialog within the Firms tab:
On selecting this option, you can then review and confirm your action:
Firms will be notified by email when you un-eliminate them:
Exclude RFP from Reporting & Analytics
You now have the ability to exclude RFPs from analytics dashboard and reports. This feature is useful in instances where the request contains a test, duplicate, cancelled, or distorted data. This filtering out of certain RFPs will help improve analytics data and provide you with a true representation of your matters.
RFPs on your dashboard have a new “Track In Analytics” toggle button. Turning off this button will exclude the respective RFP from analytics dashboard and reports:
Users with the Analytics role also have the ability to filter out RFPs using the new Analytics Settings page. This page is accessible from a new Icon button in Analytics:
Auction Alerts When There Are Not Enough Proposals
You will will now receive notifications and email alerts when there are less than 2 proposals for an upcoming auction. These alerts are sent out 24 hours and 12 hours before the auction start time and contain recommendations for a successful auction outcome.
Requests due for auction with low proposals are now highlighted on your dashboard:
By selecting the request, a warning message is visible at the top of the page and contains the following action buttons:
Change Auction Dates
Selecting "Change Auction Dates" allows you to change the timeline of the auction to provide the firms more time to submit their proposals:
Selecting "Message Firms" opens the Messaging Channel, where you can reach out to the firms to confirm if they wish to participate:
The warning message and highlights are cleared once the auction starts, or if you update the auction dates.