How can I reopen requests to individual providers?

There are two ways to reopen a request to individual providers when the request's deadline has passed and is in the Evaluating Proposals status:

1. Manage Firm within the Firms tab of the request
2. Responding to a Firm's Reopen Request
   • Approving the Request
   • Declining the Request
3. The Negotiate feature, allowing you to ask a provider to revise their proposal. 

Reopening Requests through the Manage Firm button

In the Firms tab within the request, find the provider you'd like to reopen the request for and click Manage Firm.

When the Manage Firm pop-up expands, click Reopen Request for Proposal Revision and then confirm your decision in the next screen. 

You'll know that the provider's proposal has been successfully reopened when you see the gray status bar saying "Request reopened for this firm".

Note: It does not matter if the provider has or has not yet viewed the request in platform. Requests can be reopened at any stage and there are no limits to how many times a provider's proposal can be reopened.

Closing the Request

After the individual provider has finished submitting their revised proposal, the Request can be closed the same way that it was opened, through the Manage Firm button.

Click on Manage Firm in the provider's card found within the Firms tab of the request.

When the Manage Proposal pop-up expands, click Close Request for This Firm . Then confirm your decision in the next screen to finalize the process.

You'll know that the request has been successfully closed to the provider when you no longer see the status bar in the provider's card.

Responding to a Firm's Reopen Request

Firms can proactively request that a request be reopened so they can adjust their proposal. Because they submit this request directly in the platform, the entire conversation stays centralized and you won't need to chase approvals over email or lose track of where things stand.

When a firm makes a request to reopen a certain request, you’ll receive an email notification alerting you.

You’ll also see the firm’s reopen request within the request itself, first in the Proposals tab.

You’ll also see the reopen request in the Firms tab within the related firm. 

Approving the Request to Reopen

When you press Approve & Reopen, this will reopen the request for the firm allowing them to revise.

The Request Reopened for Firm status will appear on the firm’s proposal. 

The firm will receive an email notification alerting them that it has been reopened and they’re now able to revise their proposal.

Declining the Request to Reopen

You can decline a firm's request to reopen the proposal by pressing Decline. This tells the firm that no further adjustments are permitted and their proposal must remain as submitted. 

The firm will receive an email notification alerting them of your decision to decline. 

See this article to learn how to add firms to your request after a deadline has passed. This is an effective way of improving competitive sourcing.

If you have any other questions, please reach out to our 24/7 Support Team at support@persuit.com.