Creating a Quick RFP

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Don't need a lot of meeting rooms? Request rates, dates, and rooms in fewer than five steps with the Quick RFP.
 
NOTE: If you've got a detailed agenda, try the Advanced RFP, which lets you include more info and easily list complex meeting room needs.
1 Launch the RFP Wizard. Begin by selecting Manage RFPs from the blue navigation bar.

Click Create New RFP.

 
User-added image
 
2 Add the basic details. Select Quick RFP, then click Next >>.

Name your RFP. Specify the Response Due Date and Decision Date by clicking User-added image or typing in the provided fields. Choose a currency from the dropdown.
User-added image
 
Consider adding a brief description in the appropriate box.

Scroll down and enter information about the key contact for this RFP. The fields in red are required.

You'll receive an email every time a supplier bids or turns down your RFP. To add a co-worker to this notifications list, click Add Recipient. Choose Account User from the dropdown and click the ellipsis (...) in the Recipient field. When the pop-up appears, find their name and click Select on the left.
 
User-added image

If you're a third-party planner and will receive commission, select the appropriate option and enter your rate. Enter your client's organization or type "Not Available." Select your client's organization type from the dropdown
 
User-added image

In the Event Details section, choose an event category using the Event Type dropdown. Enter your estimated daily attendee count. To add a note about your attendees, click the  User-added image icon.

Add the start and end dates (excluding shoulder dates) in the grid. If your dates are flexible, check the box (marked below) and enter alternate dates when the fields appear. Click Add Alternate Date to add one more.
 
User-added image

Click Next >>.
 
3 Add your room requirements and attach files. For sleeping rooms, enter the Check-in Date and click Apply. Room dates are listed by row in the grid below. Click Add Day to add another date, before or after.

Save yourself some typing by entering the number of rooms you'll need in one row only. Then, check the box for that row on the left. Click Copy, check the boxes beside the remaining dates in the dropdown, and click Apply. The rest of the fields will now match that row. 

 
User-added image
Scroll down to the Meeting Room Requirements section and describe your meeting room needs in the Additional Information box.

To attach a document from your computer or document library, click the appropriate Browse... button. When the pop-up appears, locate the file and click Insert or Open. Back in Cvent, click Upload File.

Click Next >>.
 
4 Choose the costs suppliers must provide. You might be indifferent about the cost of a continental breakfast but need that exhibit space quote. If you have the Proposal Preferences feature, you can configure how each cost should be included in proposals.
 
NOTE: The Proposal Preferences feature may not be activated in your account. Contact your sales representative to learn more.
Your choices include:
 
User-added imageOptional lets suppliers fill out the field or leave it empty.

User-added imageRequired won't let suppliers send their proposal unless the field is filled.

User-added imageHidden removes the field from the RFP so suppliers don't waste their time.
 
User-added image
 
Click Next >>.

5 Choose your custom questions, if applicable. If you've created default questions, they'll be listed in this step. Change the order the questions appear using the arrow buttons User-added image or click Delete to remove one. You can also add questions to your RFP after you've completed the wizard.

Once you're done, click Next >>.

Your RFP is now complete. When you're ready, you can add venues and send your RFP or go back and edit the details

 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Don't need a lot of meeting rooms? Request rates, dates, and rooms in fewer than five steps with the Quick RFP.
 
NOTE: If you've got a detailed agenda, try the Advanced RFP, which lets you include more info and easily list complex meeting room needs.
1 Launch the RFP Wizard. Begin by selecting Manage RFPs from the blue navigation bar.

Click Create New RFP.

 
User-added image
 
2 Add the basic details. Select Quick RFP, then click Next >>.

Name your RFP. Specify the Response Due Date and Decision Date by clicking User-added image or typing in the provided fields. Choose a currency from the dropdown.
User-added image
 
Consider adding a brief description in the appropriate box.

Scroll down and enter information about the key contact for this RFP. The fields in red are required.

You'll receive an email every time a supplier bids or turns down your RFP. To add a co-worker to this notifications list, click Add Recipient. Choose Account User from the dropdown and click the ellipsis (...) in the Recipient field. When the pop-up appears, find their name and click Select on the left.
 
User-added image

If you're a third-party planner and will receive commission, select the appropriate option and enter your rate. Enter your client's organization or type "Not Available." Select your client's organization type from the dropdown
 
User-added image

In the Event Details section, choose an event category using the Event Type dropdown. Enter your estimated daily attendee count. To add a note about your attendees, click the  User-added image icon.

Add the start and end dates (excluding shoulder dates) in the grid. If your dates are flexible, check the box (marked below) and enter alternate dates when the fields appear. Click Add Alternate Date to add one more.
 
User-added image

Click Next >>.
 
3 Add your room requirements and attach files. For sleeping rooms, enter the Check-in Date and click Apply. Room dates are listed by row in the grid below. Click Add Day to add another date, before or after.

Save yourself some typing by entering the number of rooms you'll need in one row only. Then, check the box for that row on the left. Click Copy, check the boxes beside the remaining dates in the dropdown, and click Apply. The rest of the fields will now match that row. 

 
User-added image
Scroll down to the Meeting Room Requirements section and describe your meeting room needs in the Additional Information box.

To attach a document from your computer or document library, click the appropriate Browse... button. When the pop-up appears, locate the file and click Insert or Open. Back in Cvent, click Upload File.

Click Next >>.
 
4 Choose the costs suppliers must provide. You might be indifferent about the cost of a continental breakfast but need that exhibit space quote. If you have the Proposal Preferences feature, you can configure how each cost should be included in proposals.
 
NOTE: The Proposal Preferences feature may not be activated in your account. Contact your sales representative to learn more.
Your choices include:
 
User-added imageOptional lets suppliers fill out the field or leave it empty.

User-added imageRequired won't let suppliers send their proposal unless the field is filled.

User-added imageHidden removes the field from the RFP so suppliers don't waste their time.
 
User-added image
 
Click Next >>.

5 Choose your custom questions, if applicable. If you've created default questions, they'll be listed in this step. Change the order the questions appear using the arrow buttons User-added image or click Delete to remove one. You can also add questions to your RFP after you've completed the wizard.

Once you're done, click Next >>.

Your RFP is now complete. When you're ready, you can add venues and send your RFP or go back and edit the details

 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Don't need a lot of meeting rooms? Request rates, dates, and rooms in fewer than five steps with the Quick RFP.
 
NOTE: If you've got a detailed agenda, try the Advanced RFP, which lets you include more info and easily list complex meeting room needs.
1 Launch the RFP Wizard. Begin by selecting Manage RFPs from the blue navigation bar.

Click Create New RFP.

 
User-added image
 
2 Add the basic details. Select Quick RFP, then click Next >>.

Name your RFP. Specify the Response Due Date and Decision Date by clicking User-added image or typing in the provided fields. Choose a currency from the dropdown.
User-added image
 
Consider adding a brief description in the appropriate box.

Scroll down and enter information about the key contact for this RFP. The fields in red are required.

You'll receive an email every time a supplier bids or turns down your RFP. To add a co-worker to this notifications list, click Add Recipient. Choose Account User from the dropdown and click the ellipsis (...) in the Recipient field. When the pop-up appears, find their name and click Select on the left.
 
User-added image

If you're a third-party planner and will receive commission, select the appropriate option and enter your rate. Enter your client's organization or type "Not Available." Select your client's organization type from the dropdown
 
User-added image

In the Event Details section, choose an event category using the Event Type dropdown. Enter your estimated daily attendee count. To add a note about your attendees, click the  User-added image icon.

Add the start and end dates (excluding shoulder dates) in the grid. If your dates are flexible, check the box (marked below) and enter alternate dates when the fields appear. Click Add Alternate Date to add one more.
 
User-added image

Click Next >>.
 
3 Add your room requirements and attach files. For sleeping rooms, enter the Check-in Date and click Apply. Room dates are listed by row in the grid below. Click Add Day to add another date, before or after.

Save yourself some typing by entering the number of rooms you'll need in one row only. Then, check the box for that row on the left. Click Copy, check the boxes beside the remaining dates in the dropdown, and click Apply. The rest of the fields will now match that row. 

 
User-added image
Scroll down to the Meeting Room Requirements section and describe your meeting room needs in the Additional Information box.

To attach a document from your computer or document library, click the appropriate Browse... button. When the pop-up appears, locate the file and click Insert or Open. Back in Cvent, click Upload File.

Click Next >>.
 
4 Choose the costs suppliers must provide. You might be indifferent about the cost of a continental breakfast but need that exhibit space quote. If you have the Proposal Preferences feature, you can configure how each cost should be included in proposals.
 
NOTE: The Proposal Preferences feature may not be activated in your account. Contact your sales representative to learn more.
Your choices include:
 
User-added imageOptional lets suppliers fill out the field or leave it empty.

User-added imageRequired won't let suppliers send their proposal unless the field is filled.

User-added imageHidden removes the field from the RFP so suppliers don't waste their time.
 
User-added image
 
Click Next >>.

5 Choose your custom questions, if applicable. If you've created default questions, they'll be listed in this step. Change the order the questions appear using the arrow buttons User-added image or click Delete to remove one. You can also add questions to your RFP after you've completed the wizard.

Once you're done, click Next >>.

Your RFP is now complete. When you're ready, you can add venues and send your RFP or go back and edit the details

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Don't need a lot of meeting rooms? Request rates, dates, and rooms in fewer than five steps with the Quick RFP.
 
NOTE: If you've got a detailed agenda, try the Advanced RFP, which lets you include more info and easily list complex meeting room needs.
1 Launch the RFP Wizard. Begin by selecting Manage RFPs from the blue navigation bar.

Click Create New RFP.

 
User-added image
 
2 Add the basic details. Select Quick RFP, then click Next >>.

Name your RFP. Specify the Response Due Date and Decision Date by clicking User-added image or typing in the provided fields. Choose a currency from the dropdown.
User-added image
 
Consider adding a brief description in the appropriate box.

Scroll down and enter information about the key contact for this RFP. The fields in red are required.

You'll receive an email every time a supplier bids or turns down your RFP. To add a co-worker to this notifications list, click Add Recipient. Choose Account User from the dropdown and click the ellipsis (...) in the Recipient field. When the pop-up appears, find their name and click Select on the left.
 
User-added image

If you're a third-party planner and will receive commission, select the appropriate option and enter your rate. Enter your client's organization or type "Not Available." Select your client's organization type from the dropdown
 
User-added image

In the Event Details section, choose an event category using the Event Type dropdown. Enter your estimated daily attendee count. To add a note about your attendees, click the  User-added image icon.

Add the start and end dates (excluding shoulder dates) in the grid. If your dates are flexible, check the box (marked below) and enter alternate dates when the fields appear. Click Add Alternate Date to add one more.
 
User-added image

Click Next >>.
 
3 Add your room requirements and attach files. For sleeping rooms, enter the Check-in Date and click Apply. Room dates are listed by row in the grid below. Click Add Day to add another date, before or after.

Save yourself some typing by entering the number of rooms you'll need in one row only. Then, check the box for that row on the left. Click Copy, check the boxes beside the remaining dates in the dropdown, and click Apply. The rest of the fields will now match that row. 

 
User-added image
Scroll down to the Meeting Room Requirements section and describe your meeting room needs in the Additional Information box.

To attach a document from your computer or document library, click the appropriate Browse... button. When the pop-up appears, locate the file and click Insert or Open. Back in Cvent, click Upload File.

Click Next >>.
 
4 Choose the costs suppliers must provide. You might be indifferent about the cost of a continental breakfast but need that exhibit space quote. If you have the Proposal Preferences feature, you can configure how each cost should be included in proposals.
 
NOTE: The Proposal Preferences feature may not be activated in your account. Contact your sales representative to learn more.
Your choices include:
 
User-added imageOptional lets suppliers fill out the field or leave it empty.

User-added imageRequired won't let suppliers send their proposal unless the field is filled.

User-added imageHidden removes the field from the RFP so suppliers don't waste their time.
 
User-added image
 
Click Next >>.

5 Choose your custom questions, if applicable. If you've created default questions, they'll be listed in this step. Change the order the questions appear using the arrow buttons User-added image or click Delete to remove one. You can also add questions to your RFP after you've completed the wizard.

Once you're done, click Next >>.

Your RFP is now complete. When you're ready, you can add venues and send your RFP or go back and edit the details

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Don't need a lot of meeting rooms? Request rates, dates, and rooms in fewer than five steps with the Quick RFP.
 
NOTE: If you've got a detailed agenda, try the Advanced RFP, which lets you include more info and easily list complex meeting room needs.
1 Launch the RFP Wizard. Begin by selecting Manage RFPs from the blue navigation bar.

Click Create New RFP.

 
User-added image
 
2 Add the basic details. Select Quick RFP, then click Next >>.

Name your RFP. Specify the Response Due Date and Decision Date by clicking User-added image or typing in the provided fields. Choose a currency from the dropdown.
User-added image
 
Consider adding a brief description in the appropriate box.

Scroll down and enter information about the key contact for this RFP. The fields in red are required.

You'll receive an email every time a supplier bids or turns down your RFP. To add a co-worker to this notifications list, click Add Recipient. Choose Account User from the dropdown and click the ellipsis (...) in the Recipient field. When the pop-up appears, find their name and click Select on the left.
 
User-added image

If you're a third-party planner and will receive commission, select the appropriate option and enter your rate. Enter your client's organization or type "Not Available." Select your client's organization type from the dropdown
 
User-added image

In the Event Details section, choose an event category using the Event Type dropdown. Enter your estimated daily attendee count. To add a note about your attendees, click the  User-added image icon.

Add the start and end dates (excluding shoulder dates) in the grid. If your dates are flexible, check the box (marked below) and enter alternate dates when the fields appear. Click Add Alternate Date to add one more.
 
User-added image

Click Next >>.
 
3 Add your room requirements and attach files. For sleeping rooms, enter the Check-in Date and click Apply. Room dates are listed by row in the grid below. Click Add Day to add another date, before or after.

Save yourself some typing by entering the number of rooms you'll need in one row only. Then, check the box for that row on the left. Click Copy, check the boxes beside the remaining dates in the dropdown, and click Apply. The rest of the fields will now match that row. 

 
User-added image
Scroll down to the Meeting Room Requirements section and describe your meeting room needs in the Additional Information box.

To attach a document from your computer or document library, click the appropriate Browse... button. When the pop-up appears, locate the file and click Insert or Open. Back in Cvent, click Upload File.

Click Next >>.
 
4 Choose the costs suppliers must provide. You might be indifferent about the cost of a continental breakfast but need that exhibit space quote. If you have the Proposal Preferences feature, you can configure how each cost should be included in proposals.
 
NOTE: The Proposal Preferences feature may not be activated in your account. Contact your sales representative to learn more.
Your choices include:
 
User-added imageOptional lets suppliers fill out the field or leave it empty.

User-added imageRequired won't let suppliers send their proposal unless the field is filled.

User-added imageHidden removes the field from the RFP so suppliers don't waste their time.
 
User-added image
 
Click Next >>.

5 Choose your custom questions, if applicable. If you've created default questions, they'll be listed in this step. Change the order the questions appear using the arrow buttons User-added image or click Delete to remove one. You can also add questions to your RFP after you've completed the wizard.

Once you're done, click Next >>.

Your RFP is now complete. When you're ready, you can add venues and send your RFP or go back and edit the details

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Don't need a lot of meeting rooms? Request rates, dates, and rooms in fewer than five steps with the Quick RFP.
 
NOTE: If you've got a detailed agenda, try the Advanced RFP, which lets you include more info and easily list complex meeting room needs.
1 Launch the RFP Wizard. Begin by selecting Manage RFPs from the blue navigation bar.

Click Create New RFP.

 
User-added image
 
2 Add the basic details. Select Quick RFP, then click Next >>.

Name your RFP. Specify the Response Due Date and Decision Date by clicking User-added image or typing in the provided fields. Choose a currency from the dropdown.
User-added image
 
Consider adding a brief description in the appropriate box.

Scroll down and enter information about the key contact for this RFP. The fields in red are required.

You'll receive an email every time a supplier bids or turns down your RFP. To add a co-worker to this notifications list, click Add Recipient. Choose Account User from the dropdown and click the ellipsis (...) in the Recipient field. When the pop-up appears, find their name and click Select on the left.
 
User-added image

If you're a third-party planner and will receive commission, select the appropriate option and enter your rate. Enter your client's organization or type "Not Available." Select your client's organization type from the dropdown
 
User-added image

In the Event Details section, choose an event category using the Event Type dropdown. Enter your estimated daily attendee count. To add a note about your attendees, click the  User-added image icon.

Add the start and end dates (excluding shoulder dates) in the grid. If your dates are flexible, check the box (marked below) and enter alternate dates when the fields appear. Click Add Alternate Date to add one more.
 
User-added image

Click Next >>.
 
3 Add your room requirements and attach files. For sleeping rooms, enter the Check-in Date and click Apply. Room dates are listed by row in the grid below. Click Add Day to add another date, before or after.

Save yourself some typing by entering the number of rooms you'll need in one row only. Then, check the box for that row on the left. Click Copy, check the boxes beside the remaining dates in the dropdown, and click Apply. The rest of the fields will now match that row. 

 
User-added image
Scroll down to the Meeting Room Requirements section and describe your meeting room needs in the Additional Information box.

To attach a document from your computer or document library, click the appropriate Browse... button. When the pop-up appears, locate the file and click Insert or Open. Back in Cvent, click Upload File.

Click Next >>.
 
4 Choose the costs suppliers must provide. You might be indifferent about the cost of a continental breakfast but need that exhibit space quote. If you have the Proposal Preferences feature, you can configure how each cost should be included in proposals.
 
NOTE: The Proposal Preferences feature may not be activated in your account. Contact your sales representative to learn more.
Your choices include:
 
User-added imageOptional lets suppliers fill out the field or leave it empty.

User-added imageRequired won't let suppliers send their proposal unless the field is filled.

User-added imageHidden removes the field from the RFP so suppliers don't waste their time.
 
User-added image
 
Click Next >>.

5 Choose your custom questions, if applicable. If you've created default questions, they'll be listed in this step. Change the order the questions appear using the arrow buttons User-added image or click Delete to remove one. You can also add questions to your RFP after you've completed the wizard.

Once you're done, click Next >>.

Your RFP is now complete. When you're ready, you can add venues and send your RFP or go back and edit the details

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.