Status Workflow

RFP Status Workflow

Understanding each status helps you manage your pipeline effectively.

Status Definitions

Pending

• New RFP awaiting your review
• No conflicts detected
• Ready for proposal creation

• Potential conflict detected
• Requires manual feasibility check
• Look for conflict indicators before proceeding

• Contract sent to client
• Waiting for client signature
• Track email opens and clicks

• Client has signed the contract
• Booking is confirmed
• Payment processing may begin

• Client declined the proposal
• Feedback may be available
• Can be resubmitted with changes

• No response within timeframe
• Can be manually reopened
• Follow-up recommended

Conflict Detection

The system checks for conflicts:

• Same date and room bookings
• Overlapping time slots
• High-demand period warnings
• Pending proposals on same dates

Best Practices

• Review "Pending" RFPs within 24 hours
• Always check conflict details before sending contracts
• Follow up on "Proposal Sent" after 48 hours
• Document rejection reasons for improvements