Getting Started
Drafting and Revising Proposals
- VIDEO HOW TO: Reviewing the PERSUIT Invite Email
- VIDEO HOW TO: Drafting a Proposal - Pricing Items
- What is the Conflicts Check and what does it do?
- How can I spell check my proposal?
- VIDEO HOW TO: Responding to Request for Proposal Revision
- When and how should I use "Exclude from Scope" in the Pricing section?
Collaborating with Your Team
Communicating with the In-House Teams/Requestors
- How do I keep track of PERSUIT activity if I am not logged into the app?
- VIDEO HOW TO: Submitting Clarifying Questions
- How do I use the Messages feature to ask clarifying questions regarding a specific request?
- I originally indicated my firm would not participate on an RFP. How do I change my participation status?
- I don't have enough information to clear conflicts of interest. How do I contact the client?
Reverse Auctions
- What are the different auction types? What can I see during auctions?
- What do the different rankings in a reverse auction mean?
- Reverse Auction Rules & Guidelines
- How do I place a bid during a live reverse auction?
- How can I find the auction type of the reverse auction I am participating in?
- VIDEO HOW TO: Reverse Auctions
Analytics and Settings
- How can PERSUIT's Price Benchmarking show insights into Fixed Fees and Hourly Rates?
- What is a Firm Designated Contact, and do I need one?
- How do I make changes to my firm's settings on PERSUIT?
- How do I get my firm's name to display properly in PERSUIT?
- How do I use the Performance dashboard and Performance page?
- How can I update my Diversity certification for my firm?