Requests for Proposal: Overview
What an RFP is in Kore, the full path from inviting vendors to awarding work, and where it lives.
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A request for proposal, or RFP, is how you ask several vendors to quote on the same job and then choose between them with the comparison written down. In Kore an RFP is not a separate document you draft. It is a tab on the service ticket for the work, so the quotes, the decision, and the job itself stay in one place.
The shape of the process
- Invite. You pick vendors from your vendor list and send each one an RFP. Each gets a private link of their own.
- Collect. Vendors open their link, upload their proposal documents, give a price estimate, and submit. They never see each other.
- Review. Your team compares what came back on one screen.
- Decide. For anything needing board approval, you start a vote and the board votes on the vendors from within the ticket.
- Award. One vendor is marked the winner, the others are closed out, and you can record a PO number and schedule the work.
Where to find it
Open the service ticket for the work and choose the RFP tab. If the ticket does not exist yet, create it first, because everything on the RFP hangs off it.
Why run it here rather than by email
Three practical reasons, all of which matter when someone questions the decision a year later:
- Every quote is attached to the job, not buried in one person's inbox.
- Vendors submit through their own link, so there is a record of who was asked, who responded, and when.
- If the board voted, the vote is recorded against the same ticket as the work.