First RFP

Your First RFP

Learn the complete workflow from receiving an inquiry to signing a contract.

Receiving an RFP

When a client submits through your form:

You receive a notification

The RFP appears in your dashboard

System checks for conflicts automatically

Status is set to Pending or Review Required

Reviewing the Submission

Open the RFP to see:

• Client contact details
• Event date and time preferences
• Expected guest count
• Room requirements
• Special requests

Creating a Proposal

Click Create Proposal to:

Select the appropriate room

Choose package options

Add optional services

Set pricing (auto-calculated or manual)

Include terms and conditions

Sending the Contract

When ready to send:

Review all details

Click Send Contract

Client receives email with signing link

Track status in real-time

After Signing

Once the client signs:

Status updates to Signed

Event is added to your calendar

Confirmation email is sent to client

Tips for Success

• Respond to RFPs within 24 hours
• Personalize your proposals
• Use clear pricing breakdowns
• Follow up on unsigned contracts