It's a simple process to invite additional firms to your request after the proposal deadline has passed and is in the Evaluating stage in the PERSUIT platform.
1.) Invite and add the firm to your request
2.) Re-open the request for that specific firm
3.) Close the request for that firm
Inviting Firm to your Request
In the specific request where you'd like to invite additional firms, you'll find the Firm Contacts field at the top of the request.
If you're aware the firm you'd like to invite is already on PERSUIT, you can invite them through the Firm Contacts button which opens up your contact directory.
If the firm you'd like to invite has not yet worked on PERSUIT, you can use the Firm Contacts text box to type out and enter the desired emails to be added your request. Please find this article here to view more information on what happens when a request is sent to a new firm user.
Re-opening the Request for that Firm
Once the firm has been added to your request after the proposal deadline, it is important to remember to re-open the request for that firm. Re-opening the request for them allows them to participate in your request. They can learn about the matter and then submit a proposal.
If you do not re-open the request after a proposal deadline, though they will be able to see the request in their dashboard, they will not be able to interact and participate with sending a proposal.
You can view this article here to find more information on how to re-open the request for your newly added firms.
Closing the Request for that Firm
After your added firm(s) has participated in your request and submitted a proposal, you will need to close the request for them. When the request has been closed for the firm, they will no longer be able to participate in your request or edit their submitted proposal.
You can view this article here to find more information on how to close the request for your firms.