Sending an RFP

The Request for Proposal (RFP) invites vendors on a campaign by sending the proposed campaign goals and objectives. Basis captures, organizes, and communicates the RFP information. Account team members and vendor users receive notifications of the RFP, proposal information, and status.

In Basis, the buyers (buyers) and vendors create the proposed line item details. The line items include the Format, Platform, and Ad Size(s) along with associated costs. 

You create the RFP and send the same message by multi-selecting the vendor user contacts. For a custom message, you send a separate RFP. The vendor user receives the message in their own email or through the Basis messages center. Vendor users receiving an email invite to create a Basis account to review and respond with the buyers. 

The vendor user signs in and reviews the RFP details. The vendors respond with proposed line items. They modify or create line items on a separate proposal. The line items include the vendor’s Properties along with the Target, Details, Dates, Units, Rates, and Costs. The vendor users submits the new proposal back to the buyer with the information along with applicable attachments.

A buyer with Planning permissions sends the RFP requiring the contact and collaborator recipients. Basis auto-populates the RFP Overview from the Campaign Details.

RFP Message Submittal

RFP Required Fields

Vendor/Property (enable)

Contacts/Collaborators (enable)

Plans (enable)

RFP Overview

Start date (auto-populated)

End date (auto-populated)

RFP Optional Fields

Budget (free-form entry)

Message Body (free-form entry)

RFP Overview

Client (enable)

Brand (enable)

Vertical(s) (enable)

Objective/KPI/Goal (enable)

Goal (free-form entry)

Format (drop menu)

Platform (drop menu)

Ad Size(s) (drop menu)

Attach file button
Download attachments icon
Respond by date and time

Note: Enabling the Objective/KPI/Goal displays the data to the vendor in the RFP message. Modifying the Goal does not change in the campaign details. The modified Goal is only displayed in the RFP. You modify the Goal (along with the Objective and KPI) under the campaign details under the Objectives tab.