Bid/RFP Management

As a company, we actively submit proposals on various bids and RFPs for K-12, food banks, higher education and government accounts.  We want to capture this information at the account level and have the ability to run reports.  Trying to figure out our best option and thought Sugar may be able to accommodate this business process.  Since we typically have to submit our proposals on specific forms supplied by the account, we don't need to generate our own forms.  It's really just a matter of tracking the information.  We started using Revenue Line Items to record the information, but I'm not sure that's going to work long term.  Curious to see if anyone else handles a similar business process within Sugar and how do you manage?  

Parents
  • An RFP is in effect an opportunity, so I would add all the necessary fields to capture the data and group them under a tab Called RFP within the Opportunities module, unless there are too many fields then a custom RFP module related to Opportunities would also be a good solution..

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  • An RFP is in effect an opportunity, so I would add all the necessary fields to capture the data and group them under a tab Called RFP within the Opportunities module, unless there are too many fields then a custom RFP module related to Opportunities would also be a good solution..

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