How do I Withdraw or Cancel a Request?

You can withdraw (or cancel) any request that is in the green “Open to Proposals” or yellow "Evaluating" status.

Why is this important for your organization?

• Improves your data accuracy and reporting by removing requests that are no longer relevant. For example: Agreed spend; Savings estimations; Firms' win % rate.
• Provides clarity to firms on where they stand and why they didn't win the opportunity (i.e. that no firm actually won it).
• Reduces unnecessary effort on work that will no longer proceed, also keeping your RFP home dashboard tidy so you can focus on seeing out genuine requests to completion.

When should I use this feature?

Reasons for withdrawing a request include:

• No longer required
• To be sourced internally, and you no longer seek to instruct outside counsel
  • NB this is the recommended request classification, rather than 'completed + no firm selected'
• Sent in error

NB there is no request status for "on hold". In this instance, we recommend leaving the request in evaluating. Alternatively, withdraw the request, then reissue a duplicate in future.

How do I withdraw a request?

Click the Manage Request button found at the top of the request. 

In the expanded popup, click Withdraw Request.

You must then select a reason for the withdrawal from the dropdown menu.

After selecting the reason, you have the option to notify the firms about the request withdrawal and provide a courtesy message. Use the checkbox and text box as required, then press Next to move onto the confirmation screen.

Finally, review the summary, and Confirm.

You will know that the request has been withdrawn successfully when you see the updated status “Withdraw” in gray and Progress bar on the right of the screen.

Note: once a request has been withdrawn, it cannot be reopened, but it can be duplicated and reused as a template.