How do I edit or update my request after it's been sent?

PERSUIT allows you to easily update and make changes to your published request. This is helpful for rectifying any inaccuracies or imperfections that were missed during the initial review before issuing the request.

• Updating a request
• Items that can be edited in Update Request before proposals are created
• Items that cannot be edited in Update Request before proposals are created
• Items that can be edited in Updated Request after proposals are created
• When can't you update a Request?

Updating a request

At the top of the request, click the Manage Request button.

Select Update request from the expanded menu. Press Confirm in the subsequent pop-up to move on to the drafting screen.

In the drafting screen, you’ll be required to leave a Clarification note describing any changes you’re making to the request. There is currently no way to update the request without leaving a clarification.

If you decide you no longer wish to update your request, you can delete your draft. Click the vertical ellipses (three dots) at the top right, then Discard Changes. This will only delete your updated draft, not the entire request that has already been published.

When all changes have been made and the clarification has been detailed, publish your update by clicking Send Update at the top right.

The newly created Clarification at the top of the Matter tab will confirm the successful update.

Items that can be edited in Update Request BEFORE proposals are created

• Summary section
• Pricing model for the total price field
• Sub-items on existing pricing items
• Add new pricing items
• Existing questions' response type/limit 
• Add new questions
• Delete questions
• If enabled, the conflict check's counter-parties and the description box

Items that can be edited in Update Request AFTER proposals are created

• Summary section
  • Summary Text Box
  • Attaching Files
  • Requested By Field
• Add NEW pricing items only
• Add NEW questions only

Items that cannot be edited in Update Request 

• Timeline/Dates - see here for more information on changing the request timeline
• Enabling or disabling the Conflict Check entirely - this can only be configured when originally drafting your request

When can't you update a Request? 

Updates to a request are not possible in the following circumstances:

• A proposal has been created (for certain sections only)
• The request has a selected firm(s)
• An auction is currently in progress
• The request has been marked as completed

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