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  1. Creating the Proposal Team (Adding Participants)

    Engagement Managers Create Proposal Teams Engagements Managers create proposal teams by issuing Invitations to Participate to the individual(s) who will be working on the bid response. NOTE: if you are an Engagement Manager (accepts Invitations...
  2. Generating a Response Document

    Why Generate a Response Document?  Answer: Because the client will. An important step in responding to an RFP in DecisionDirector is to periodically generate and review any response document(s) that contain rich text response fields, like the...
  3. Joining the Proposal Team (or Becoming a Bid Respondent) - The Invitation to Participate

    In order to provide responses to an RFP, you must first be invited  to be a Bid Respondent, and then you must accept  that invitation. This invitation will come someone, perhaps your proposal coordinator, whose DecisionDirector accou...
  4. Resending and Extending Invitations to Bid Respondents (aka "Participants")

    It's True. Invitations Get Lost and Sometimes Even Expire But there is an easy fix for both situations. Bid Managers can resend invitations and can extend expired invitations. NOTE: The expiration date of an invitation is not (technically) r...
  5. Collaborative Due Diligence with DecisionDirector

    The term " due diligence " refers to the reasonable steps that a prudent person or group would take to ensure that a future action would produce the desired results and not cause injury or harm. When procuring an enterprise software system...
  6. Pasting Response Content from a MS-Word Document

    Pasting Content from Word Might Present Challenges DecisionDirector's response editor supports pasting content from MS-Word and other text editors. Using the Paste from Word function is usually sufficient to provide a good result, one that appe...
  7. How DecisionDirector Works

    This topic covers the basics of how DecisionDirector works. DecisionDirector for Your Organization When an organization acquires a subscription to DecisionDirector, they immediately get three things: A master Document Library. The right to...
  8. Getting Started with the DecisionDirector RFP Response Process

    We host on-line RFPs (or RFx's) through our DecisionDirector   system. DecisionDirector allows our clients to publish all relevant RFP documents, including questions, requirements, terms and conditions, pricing forms, et cetera, and all...
  9. Submitting Bids

    Submitting a Bid When a bid is 100% complete and ready to submit, the vendor's Engagement Manager will go through the following steps in order to submit the bid: Select the bid from the list of active engagements. Confirm that the bid is eli...
  10. RFP Response How-To Videos

    For helpful how-to-videos, go to Responding to RFPs Videos .