How do I add firms to my request after it has been published?

It's easy to invite additional firms to participate in your PERSUIT request after it has been published and is in the Open to Proposals or Evaluating stage. Doing so enables you to obtain a broader and more competitive range of proposals, both in terms of price as well as qualitative factors such as expertise or strategy.

Inviting Firms to your Request

Navigate to the Firms tab of the request in question. You will find the Invite button above the list of firms. 

The Invite Contacts pop-up will expand. 

The All Contacts tab allows you to search for a firm contact in your group's directory or by browsing the listed, existing contacts individually.

You can favorite your preferred firm contacts using the star button to the left of the contact's name. Doing so will list them first, above any other contacts. Favoriting a contact only applies to your PERSUIT account, and does not impact the order your colleagues see.

Use the adjacent checkbox to select a contact to add to the invitation list. The count next to the Invitation List tab denotes that someone has been added successfully.

The Firm Lists tab shows the created lists of approved and preferred firms for your group.  You can view this article for more information on how to manage your firm lists. 

Use the Add by Email tab to type out or paste a contact's email address, if you prefer.

After entering the email address(es), ensure you click Add to Invitation List.

Use the Invitation List tab to review the selected firm contacts, before finalizing and sending the request. 

You can remove a contact from the Invitation List. Click Save Changes to confirm your removal(s) or click Add Back if you change your mind about the removal.

After approving the Invitation List, press Send.  Then press Confirm on the next screen to finalize the decision and issue the request.

You'll know that the firm has been successfully added if you see them in the list of firms within the Firms tab of the request.