Zbizlink’s RFP Parser feature allows you to upload a completely prepared and formatted RFP document to create an Opportunity or a proposal. RFP Parser is in the “Info” tab of the Add Proposal and Add Opportunity sections in Proposal Management and Capture Management respectively.Instructions:
Add a Formatted RFP
Extract the RFP
Extracted RFP Sections
View Pending Opportunities
Zbizlink allows you to upload RFPs and publish them as a proposal or Opportunity later. To view pending documents, select “View Your Pending Documents” in the RFP Parser extraction window. Select “Load” to upload a proposal document, and then publish it.
Finish Publishing Pending Opportunities
Drag and Drop RFP Content
Drag and drop content of your RFP from the “Original RFP” panel to the “Extracted RFP” panel.
illustrates this action
Drag and Drop Extracted RFP Content
Lastly, click “Publish” or move to another tab to save this action
Editing RFP Sections
Edit the RFP content in the “Extracted RFP” panel described in the section above.
Edit RFP Content
Adding/ Removing Custom Fields
Add additional fields that were not extracted from the RFP in the “Extracted RFP” panel of the Parser.
1. First, go to the desired section on the “Extracted RFP” panel.
Edit An Extraction
2. Next, click (+) sign.
Add Custom Field
3. Enter the title of the new custom field.
4. Select its type from the drop-down menu.
5. Lastly, click “Done” to add the field.
To remove the custom field, click (-) sign.
Zbizlink offers three options to share requirements, after extraction, in the “Scope”, “Background”, “Technical Requirements”, “Proposal Requirements”, and “Other Requirements” tabs:
Share with Partner
Share Requirement with Partner
Add Requirement Response
Detail Remarks About Requirements
1. First, click the (+) sign next to “Add Requirement Response”.
2. Next, type a response.
3. Lastly, click “Save”.
Assign to Team
Assign Requirements to Team Members
1. First, click the (+) sign next to “Assign to Team”.
Share Requirements with Teams Window
Remember: The “Add Requirement Response” option is available for both Prime and Partner. Teaming Partners can view or edit responses.