Creating Proposals from an RFP
If a client emails a “Request for Proposal”, the proposal must be entered either by clicking the link on the email or by clicking the Create PRP button on the RFP from the website.
To Create a Proposal, log into ServiceChannel at https://login.servicechannel.com
Click on RFP/ Proposals from the main menu
Click View/Process RFP and a new search screen will appear so you can find the appropriate RFP
Enter all appropriate information in the search screen and click Retrieve Report
Once you find the correct RFP, click the Create PRP button
Review to ensure all information is correct and click Next.
Please note: Some clients may utilize a more detailed proposal form.
Always leave the proposal number field blank to auto-generate a proposal number.
Enter a requested by name. This is the person that requested the service or proposal.
Enter description of services.
Enter total cost incurred to date, if applicable.
Be sure to include a description of the charges, in the appropriate fields to avoid proposal errors.
Complete the proposal break-down, which includes steps for materials, installation labor, non-installation expenses, freight charges, and tax, if applicable.
The sub-total and total fields will calculate automatically, as data is entered.
If you would like to attach the company's proposal form or other documents you can do so while filling-out the proposal form, if this option is available.
At the bottom of the proposal you will see a "Spend by Category" break-down of all the expenses entered on the proposal.
Click "Preview Proposal", this will take you to the last step in the proposal form.
Be sure to check of the confirmation check boxes, to submit the proposal.
After you submit the proposal, the system will give you a proposal number to reference.
When the client approves the proposal, you will be notified by email.