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  1. PERSUIT
  2. In-House Clients
  3. Inviting and Managing Firms

Inviting and Managing Firms

  • How can I reopen requests to individual providers?
  • How do I add firms to my request after it has been published?
  • How do I set commercial arrangements with my firm in Firm Profiles?
  • How can I manage my organization's firm Contacts Directory?
  • How can I remove a firm from my request after it's been published?
  • How do I invite my firm contact to my request?
  • How many firms can I invite to my request?
  • What emails will a firm user receive when a request is first sent to them?
  • What will the firms see after I send my Request?
  • Template email to announce PERSUIT to Firms or provide notice of RFPs and PERSUIT support resources
  • How do I use the Messages feature to have separate discussions with invited firms within a request in PERSUIT?
  • How can I send additional clarifying information to all providers at once?
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