Creating a request (either for proposal or information) in PERSUIT is a flexible process.
Creating the Request:
There are two main ways to create your request: through a Template or to Start from Scratch.
In the PERSUIT Homepage, you will find the Templates subject wheel. You’ll be presented with two categories to help find the best template for your matter: Use Case and Matter Type. When you find the subject of interest, click on Explore Templates to view the templates related to that subject.
When you find the template you’d like to use, you can hover over it and be given the options to Preview or Use this Template. Choosing Preview lets you preview the RFx structure of any template. You can press Back to Templates to select a different template or press the Continue button to take you to the request drafting screen where you can edit the template to suit your request’s needs.
You can also choose to skip previewing the RFx and immediately work on the template by clicking Use this Template which will take you directly to the request drafting screen.
Another way to create a request is by clicking Create Request found in the expanded menu after clicking the hamburger menu icon. The menu icon will always be at the top left of any page in the PERSUIT platform.
It will lead you to the Templates page where you can either choose a Template for your request or click Start from Scratch found at the top right. Starting from Scratch skips the template selection process and allows you to build your request without any pre-built structure.
The Templates subject wheel in the PERSUIT homepage will also hold a Start from Scratch button at the end of it.
Draft the Request:
When you create a request by starting from scratch, you'll first see a Select Use Case pop up. You will need to select the relevant Use Case for the request that you are building in order to move on to drafting the request. If you've chosen a pre-existing template to create your request, you will not need to select a Use Case as the label will be inherited by the template.
When in the request drafting screen, you will see three main sections to complete:
The Content section gives you the canvas to lay out your needs and asks. Here, you can provide a summary to the matter/project at hand.
For RFPs the Pricing section guides you on creating a scope of work for the firms to respond to.
Finally the Questionnaire section allows you to ask strategic questions to help determine which firm is the best fit.
Our Diversity Module enables you to capture insights into how your firm is prioritizing DE&I initiatives.
The Settings section allows you to set measures with your firms. This is where you can schedule the RFx timeline and Reverse Auction.
Require Firms to clear a Conflict Check before they see the full request information as set out in the Settings section.
Track your projects following your organizational processes.
Create a scorecard to collaboratively review firms with your colleagues (this is optional and can be completed after the request is sent).
The last section is the Invite section where you can invite the firms you want to invite to participate in providing a proposal.
Before you send out your request, you can preview what the view will be for the firms it by clicking on the Preview button found at the top right title bar.
Once you have reviewed the request, you can press Send and confirm your decision before finalizing the process.
If you have any matter specific questions or need help building out the request, please reach out to your designated CSM.