PERSUIT ensures you are alerted of every event during the request process.
Here is a full list of when notifications are sent from the platform for each event of the request process. Notifications are sent to the users email. The check mark represents which audience receives an email notification for the relevant event.
Event Timeline | Firm User | In-House User |
The as in-house user shares a request, of any stage, with an internal colleague. |
✅ |
|
An in-house user publishes a new request. |
✅ |
|
After the request has been published, an in-house user invites additional firms to participate. |
✅ |
|
A firm user shares the request with an internal colleague. |
✅ |
|
A reminder sent 24hrs after a firm is invited to the request but has not yet confirmed or denied participation. |
✅ |
|
A reminder sent 48hrs after a firm is invited to the request but has not yet confirmed or denied participation. |
✅ |
|
The firm confirms that they are unable to clear conflicts or is unable to participate in the request. |
✅ |
|
The firm has agreed to participate in the request. |
✅ |
|
An in-house user updates the timeline or changes the due date. |
✅ |
|
The firm submits a proposal. |
✅ |
✅ |
An in-house user posts a clarification. |
✅ |
|
An in-house user updates the request with different information. |
✅ |
|
A reminder sent 48hrs before an auction when there are a low amount of proposals submitted to a request. |
✅ |
|
A reminder sent 24hrs before an auction where there are a low amount of proposals submitted to a request. |
✅ |
|
The firm submits a revised proposal. |
✅ |
✅ |
If there is an auction, a reminder regarding the start of the scheduled auction. |
✅ |
✅ |
During an auction, if a firm user submits a bid and revises their pricing. |
✅ |
✅ |
During an auction, if a firm user revises the total price. |
✅ |
✅ |
The auction has ended. |
✅ |
✅ |
An in-house user reopens a request for a firm. |
✅ |
|
An in-house user selects the firm. |
✅ |
✅ |
An in-house user uploads the Engagement Letter. |
✅ |
|
An in-house user marks the firm as unsuccessful. |
✅ |
|
An in-house user changes the unsuccessful status for the firm. |
✅ |
|
An in-house user provides feedback on the firm's proposal. |
✅ |
Note: If you would like to manage your email notification and subscription settings, please view this article here.
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