Workrise helps you win more business by making it easy to respond to RFQs (Request for Quote) from your current and prospective clients.
Step One: Create Your Account
If you’re new to Workrise, you’ll receive an email inviting you to create an account. All you need to do is answer a few questions about your company and services, and then you’ll be ready to submit bids.
Step Two: Review Your RFQs
Navigate to the ‘Bid Management’ section of your account to review all the RFQs you have been invited to bid on from clients. Here, you’ll see a quick snapshot of the status of your bids, who they’re for, service and location details, as well as the submission and work awarded deadlines.
Status Explanations:
- Requested: RFQs you haven’t responded to yet
- Submitted: Bids you submitted, but your clients have not accepted or declined yet
- Accepted: Bids your clients have accepted and awarded work for
- Declined: Bids that were declined by the client
- Closed: RFQs that you did not submit a bid for and the client is no longer accepting bids
You’ll get alerted via email any time a client requests a bid, so make sure the primary contacts listed on your account are up-to-date (you can update your contacts via the ‘Company Profile’ section).
Step 3: Respond to New Requests
Click on an RFQ under the ‘Requested’ status to review the request in more detail and submit your bid.
Here, you’ll provide responses to specific questions regarding your services and pricing from clients. You can also upload supplemental documents and add additional comments about your offering.
To decline a request, click the “Decline RFQ” button on the top right and we’ll let the client know.
Step 4: Get Notified of the Client’s Decision
Once a client has reviewed all bids and awarded work, you’ll get notified of the decision via email. We’ll also update the status of your bid in the ‘Bid Management’ section of your account to either ‘Accepted’ or ‘Declined’.
Questions? Reach out your Workrise representative or contact vmsupport@workrise.com.