Frequently Asked Questions

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What type of RFPs does Prosal have?

We have tons of RFPs from all over! Some of our RFPs are government, usually state, local, and municipal governments, which make up about 40% of the RFPs on the platform. Another 10% come from higher education or educational institutions.

Another 40% comes from nonprofit and grantmaking organizations. The remaining 10% are private companies and quasi-public/private  organizations.

General Questions

My account is under review

We periodically review accounts that haven't been automatically reviewed by our systems.

We can have your account verified shortly if you can fill out this brief form.

General Questions

What is the verification process for respondents?

We automatically match our user's emails to an online database of over 200  million email records to verify their business and contact information founding date, services offered, and more. Whenever we cannot match their information to this database, we request some additional information they fill in by hand that our team personally verifies.

If you want to verify your account, please fill out this form so our team can verify your profile.

General Questions

How many proposals can an agency respond to with a free account?

There are no limits as to the number of RFPs you can view and respond to with your free account.

Plans and Features

If I upgrade, how many users can access my paid account?

We're bringing organizational accounts later this year. For the time being, you can share  login credentials, or we can chat about offering your team additional access  to their own premium accounts for a nominal fee.

Plans and Features

How do you decide the difference between premium RFPs and non-Premium RFPs?

The  primary difference between premium and free RFPs is budget. For almost all  premium RFPs, we've been able to vet and confirm the budget.

In some cases, some RFPs are also marked as premium that are  likely to attract a high degree of interest and are moved to premium to  reduce competition.

Plans and Features

How do I respond to a Prosal or RFP?

We  link to wherever the issuer prefers to receive proposals. The options include a URL, email, or directly on Prosal.

For example, if you click on ‚ "Respond to Prosal" and it opens  in Gmail, it's because the issuer chose to receive it via email and there  is likely an email in the RFP or that opened in your Gmail the issuer would  like to receive it.

We encourage you to review the RFP closely to find details about  how to respond to an RFP.

Respondent Questions

How can I provide feedback and suggestions for improvements?

We built Prosal for you. We welcome any and all feedback, suggested improvements, or whatever you think will help the site work better for you.

Please submit a ticket in the top right corner of this knowledge base, or use the chat window in the bottom right, and we'll surely take a look to see if we can implement it. You can also use the link below:

https://www.surveymonkey.com/r/Prosal-Website-Feedback

Feedback & Improving Prosal

Is there pricing for solo consultants?

We understand that running your business is tough, especially when you're just getting started. We have Solopreneur Pricing available starting at $39/mo which gives you the same access to Prosal Premium as our regular premium account. To apply for access, simply fill out this form.

Respondent Questions

How can I delete my account?

Submit a ticket or fill out this form.

Respondent Questions

How can I change my email?

Submit a ticket or fill out this form.

Respondent Questions

Where do the Budget values come from in Prosal?

Premium RFPs have fully vetted budgets (the budget on the page is the budget available for the project) while free RFPs for the most part are estimates (though we do confirm their budgets sometimes).

Free RFP budget estimates are based on similar-sized projects and publicly available budget documents like 990s. We also share all our estimates with organizations for them to push back and have found we’re right about 80% of the time. Even though we’re often right, we always encourage you to check with issuers and offer the best proposal that makes the most sense.

RFPs with confirmed budgets have a gold C next to their number, while estimated budgets are denoted with a green E.

Respondent Questions

How do you get your RFPs?

Not all RFPs are public. Many RFPs are exclusive to Prosal. We have three sources where we get RFPs:

  1. Organic posts from the organizations themselves
  2. Concierge experiences where we run the RFP on behalf of an organization
  3. Public RFPs that we find and ask for permission to post their RFP if they're willing to consider hiring someone new or that they don't know.
Respondent Questions

How do I sign up for the daily digest?

Make sure you fill out your Areas of Expertise and confirm you’re subscribed for Prosal Marketing Updates under the Email Settings section in your Settings. If it is unchecked, it will affect your ability to hear about opportunities in real-time.

Respondent Questions

I'm trying to share Prosals with coworkers...how do I share those?

Unfortunately at this point, we don't have user seats where you can share RFPs with colleagues, though this is something we're actively working on.

Respondent Questions

I have submitted a response to a Prosal. What happens now?

Once a Respondent submits a response to a Prosal, the Issuer can review your response immediately. They may reach out with additional questions or ask for supporting documents. If a Respondent needs to update their submission or add additional documents, they can do so by clicking on the Edit Icon next to their submission confirmation page.

You will be automatically notified if your response is accepted or declined by an issuer. If your response is accepted, then a message stream will be created between you and the Issuer.

Issuers are always encouraged to review responses in a timely manner and provide regular updates about their decision timeline after the Prosal due date. If the due date is passed, and you have not been notified, you may message us or the Issuer to ask for a status update.

Respondent Questions

I'm a respondent - how do I navigate the header?

The header for respondents is customized for your usage.

Dashboard: From here, you can manage all your Prosals, including saved, applied, declined, and in progress. You can also update your profile and edit your account settings.

Messages: You can use your messages to communicate with Issuers. A green dot means you have an unread message in your inbox.

Notifications: This is where you will be notified about any changes or updates to your account or relevant Prosals, such as if you have been chosen for a project. A green dot means you have an unread notification.

Profile Dropdown: This dropdown offers you a quick way to view your profile or go to your account settings.

FAQs: Where you are now! Find the answer to all of your Prosal questions.

Respondent Questions

What is premium and what does it cost?

Our premium account starts at $69/mo for one year and $89/mo if you sign up monthly.

This gives you access to the premium RFPs for which we’ve been able to vet and confirm the budget, so there’s no guesswork in finding out the available funds for the project. It also gives you access to additional information on the issuing organization, enhanced filtering for better matching of opportunities, invitations to concierge RFPs, a spotlight profile on our blog page (after one month of using Premium), and first access to any new tools we roll out.

Respondent Questions

Can I post without paying?

Of course! All issuers can create a free account and take full advantage of our resources and platform tools. Reach out to us via chat or email to ask about our RFP concierge service where we'll run an RFP for you.

Issuer Questions

What happens when I decline a response? Does the respondent get notified?

In the interest of keeping all interacting parties in the loop, Prosal automatically notifies the respondent that they have not been selected for your project when you select Decline on the View Responses page. They will not be able to submit a second response to that Prosal after you have declined their response.

Issuer Questions

How do I view responses/proposals in response to my Prosal?

Yes, they are one in the same. As an Issuer, you can view it by either clicking your profile picture and selecting View Responses then clicking on any card body, or by navigating to the dashboard, or by clicking View Responses on the View Prosal page.

Shortcut: click the responses icon at the bottom of the card

Issuer Questions

I'm an issuer - how does my Prosal look after posting it?

It looks the same as you see when in the View Prosal page, except instead of Edit Prosal, they have a Submit Response button.                        

Issuer Questions

I'm an issuer - how do I navigate the header?

The header for issuers is customized for your usage.

Dashboard: From here, you can manage all your active and inactive Prosals, view responses, collaborate on ongoing projects, update your profile and edit your account settings.

Messages: You can use your messages to communicate with Respondents. A green dot means you have an unread message in your inbox.

Notifications: This is where you will be notified about any changes or updates to your account or posted Prosals, such as if you have received a response. A green dot means you have an unread notification.

Profile Dropdown: This dropdown offers you a quick way to view your profile, see responses, or go to your account settings.

FAQs: Where you are now! Find the answer to all of your Prosal questions.

Issuer Questions

My Prosal is inactive. How do I make it active again?

A Prosal becomes inactive when it is past its submission deadline. This means that the Prosal does not display on the marketplace and it cannot receive new responses.

A Prosal can be made active again by changing the submission deadline.

To do so, visit the Inactive Prosals tab in the Dashboard and click on the Prosal you would like to set to Active. Then click Edit Prosal and edit the submission deadline to be past the current date. The Prosal will become inactive again once it's past the updated submission deadline.

The new deadline and edit will be recorded in the Public Questions section of your View Prosal page.

Issuer Questions

How do I upload my RFP?

The easiest way to upload your RFP is to click the Post a Prosal button in your header. Once your RFP is uploaded to prosal.io, we call it a "Prosal."

Issuer Questions

How can I message someone?

Messaging is under development and we will let you know once this feature is live!

We are designing messages to be sent within the context of a Prosal.

We will do this to prevent unsolicited messaging outside of the context of a Prosal. Additionally, we think it will help issuers stay organized when we group questions by posted Prosal.

General Questions

What are Comments?

Comments are located at the very bottom of any Prosal's View Prosal page.

Any respondent that is logged in to their account can ask a question or post a comment on the page. The Prosal's issuer can then choose to reply to your questions in the same section of the page.

You will receive a notification if the issuer replies to a question you asked.

General Questions

How do I Report Misconduct?

We aim to provide a seamless and welcoming experience to all of our users. However, there may be times when misconduct on the platform takes place.

If you would like to report misconduct, please contact us via Prosal chat or send us an email through the email link in the website footer.

General Questions

How are 'Related Prosals' selected to display?

Related Prosals which are displayed at the bottom of a full Prosal page are choden based on a selection of keywords, hashtags and categories that are similar to the Prosal you are viewing.

General Questions

Can I change Prosal details after posting?

Yes! This is one of the things we think makes Prosal great.

Just head to the View Prosal page and click edit Prosal.

One update will update all potential respondents who have a link to your Prosal

General Questions

What are the different stages of Prosal?

Active, Inactive, Accepted / Collaborating, Declined, Completed

There are four different stages that a Prosal can be in.

1) Active: When a Prosal is live and open for questions, saving, sharing, and responses.

2) In Review/Inactive: When a Prosal has been closed and is not open for questions, saving, or submissions. An inactive or in review Prosal can be moved back to Active.

3a) Accepted / Collaborating: This means that the Issuer has accepted a Respondent for the project. We recommend respondents reach out to issuers for off-platform project management during this stage and return to the platform for the completed stage.

3b) Declined: This means the Issuer has not accepted that respondent for the project.

4) Completed: A project has been completed. An Issuer can provide feedback to the Respondent during this time. Any feedback shared will appear publically on the Respondent's profile and populate only after the Issuer has officially marked the project as completed.

General Questions

What is a Prosal Card?

A Prosal Card is the small summary "card" element that is displayed on the home page. It acts as a summary of the Prosal it links to and is the main element on the Prosal website

A Prosal Card is the short summary "card" displayed on the homepage marketplace and contains important information about the Prosal. It serves as a summary of the Prosal it links to and is the main element for respondents to interact with the Prosal marketplace.

General Questions

What is a Prosal?

Simply put, a Prosal is an RFP that is hosted on prosal.io

When uploaded to our site, your RFP transforms into a Prosal!

Prosal is both the name of the marketplace and the RFP once it is uploaded onto the marketplace. Prosals are standardized, easy-to-read RFPs, with summary cards that contain key details about the project, including how to submit a response.

General Questions

Issuer Tutorial

Everything you need to know about Prosal in 5 minutes

Hello, and welcome to Prosal!

My name is Prosie the Prosal Puffin and I’ll be your guide. I’d like to take the time to thank you for joining our network, and help you make the most out of your experience here.

Basics

Here is the basic Prosal workflow you will use:

Step 1: Post Your Prosal

Step 2: Reviewing Responses & selecting a winner

Extra Info:

Dashboard

Filling out your profile

Step 1: Post your Prosal

The first step is to post your Prosal. Use the button in the header to start.

Upload a document (usually your RFP), and then fill out the details.

If you do not have a document, please be descriptive in your summary, or reach out to the Prosal team to help you put one together.

Note that hashtags are searchable and can increase visibility on your Prosal.

After Posting

Once uploaded, it will be visible to anyone with an account on Prosal. It will appear on their marketplace page as a card, and be searchable. This is what you will see:

This is what a respondent will see:

Making Updates

You can update any part of the Prosal, from the attached document to extending the deadline. Just click Edit Prosal.

Updates will appear as timestamped comments in the public Question & Answer section at the bottom of your Prosal.

Questions & Answers (Q&A)

This section is accessed by scrolling to the bottom of the View Prosal Page:

Sharing

By sharing your Prosal using the Share button, you can invite your network to respond and ask questions on your View Prosal Page.

Anyone who receives this Share link can see the entire Prosal without having to create an account.

You can also send a share link by adding /share to the end of your Prosal URL.

Step 2: Viewing Responses & selecting a winner

You can view responses by:

a. Using the button in the View Prosal Page

b. The View Responses tab in your Dashboard (click the card to view responses)

c. The Profile Picture Dropdown Menu in your Header

d. By clicking the # Responses icon at the bottom of your Prosal card.

This is what a submitted response will look like:

Accept

This means you have reviewed their submission and have selected them as the winner to work with you on your project. This will inform them that they have been selected, and create a project between the two of you.

Decline

Use decline when you are sure you will not be working with this organization. They will be notified, and this cannot be undone.

Note: All non-accepted responses will be notified that they were not selected once you Accept another organization

Dashboard

Think of the dashboard as your Prosal headquarters. In the Manage Prosals section, there are four states a Prosal can be in. You can click on any one of these states to see Prosals currently in that state:

Active: Any Prosal you have posted and is before the deadline. It is publicly viewable in the marketplace when active.

Inactive: The deadline for this Prosal has passed, and you have not selected a winner. Either select a winner from your View Responses, or extend the deadline using Edit Prosal.

Collaborating: Congratulations! You chose someone for a project! This Prosal will stay in Collaborating until the project has been marked by you as completed.

Completed: You have marked your project as completed! Please give feedback to the person you worked with to help them improve! This feedback will be displayed on their profile page under their Completed Projects section.

Filling out your profile

We encourage you to fill out your profile, so that respondents can get a complete picture of your organization when they see your posted Prosal.

You can fill out your profile by either selecting Edit Profile in your dashboard, or clicking the edit profile button when viewing your profile.

Marketplace Page

This is where your posted Prosals will be publicly viewable. You can use this page to see other projects for inspiration, or to see how your Prosal card will look to respondents

Additional Questions/Feedback

If you have any additional questions, please use the green chat box in the bottom right of your screen to speak to us!

Use this page to give feedback or suggestions:

https://www.surveymonkey.com/r/Prosal-Website-Feedback

You can access this at any time by using our footer

Thanks for being a part of Prosal!

Nick, Alfredo, and Nyle

Getting Started

Respondent Tutorial

Everything you need to know about Prosal in 5 minutes

Hello, and welcome to Prosal!

My name is Prosie the Prosal Puffin and I’ll be your guide. I’d like to take the time to thank you for joining our network, and help you make the most out of your experience here.

Why Prosal?

Prosal’s goal is to simplify your RFP search process so that you can get on-demand business when you need it. We call RFP’s uploaded to our site Prosals, because we simplify the complexity of the RFP into an organized, easy-to-read card.

The Basics: Submitting a Response

So you've found a Prosal you'd like to submit a response to. Fantastic! This is how you can upload your proposal (we call them responses) to the issuer:

Visit the Prosal page and click Submit a Response.

Yup, that's it! The Issuer will see your response and written summary and will be able to view your profile as well.

You'll be notified via both notifications and email if you are selected.

P.S. We recommend filling out your profile before submitting a response, but it's not required. Only your Name and Company Name are required.

Header

Prosal Card

Clicking the Save button will save the Prosal to your dashboard, so you can access it again easily.

Saving will also send you any important notifications about that Prosal, including: questions & answers, updates, and approaching deadlines.

Sharing will allow anyone to view the full Prosal, even without an account.

Clicking on the card will open full Prosal, what we call the View Prosal Page

View Prosal Page

The View Prosal Page is where you can view the entire Prosal, as well as ask public questions and view any updates.

Clicking Issuer Profile will show you the profile page of the RFP issuer.

By scrolling to the bottom of this page, you can view Additional Information, Questions and Answers (Q&A), and related Prosals.

Also, hashtags are clickable.

Fill out your profile

We encourage you to fill out your profile, so that potential clients can see what makes your firm special.

You can fill out your profile by either selecting Edit Profile in your dashboard, or clicking the edit profile icon:

Dashboard

Think of the dashboard as your Prosal headquarters. In the Manage Prosals tab, there are five states a Prosal can be in. You can click on any one of these states to see Prosals currently in that state:

Saved: Any Prosal you have saved. You will be notified of changes and upcoming deadlines

Submissions: Prosals you have submitted a response to

Accepted: Congratulations! You were chosen for a project! This Prosal will stay in Accepted until the project has been completed

Declined: Your response was not accepted. You can use this to view historical submissions, and improve your future submissions

Completed: The Issuer has marked your project as completed! Please reach out to the Issuer to give you feedback that will appear on your profile page

Marketplace Page

This is the main place to find new opportunities. You can search using the search bar in the header, or sort by a number of different options.

Scroll down to automatically load more Prosals.

Additional Questions/Feedback

If you have any additional questions, please use the green chat box in the bottom right of your screen to speak to us!

Use this page to give feedback or suggestions:

https://www.surveymonkey.com/r/Prosal-Website-Feedback

You can access this link at any time in your footer.

Thank you for being a part of Prosal!

Nick, Alfredo, and Nyle

Getting Started

What is a Issuer?

An issuer is an organization that publishes Prosals (RFPs) and solicits responses from respondent organizations.

Simply put, an issuer is an organization hiring for a project.

Getting Started

What is a Respondant?

A respondent is any organization that submits a response to a Prosal. That can be an agency, consultant, or freelancer.

Simply put, a respondent is any organization looking for work.

Getting Started

What is a Prosal?

A Prosal is our take on the RFP - a standardized, predictable document optimized for readability and responses.

Getting Started

What is a Prosal?

An issuer is an organization that publishes Prosals (RFPs) and solicits responses from respondent organizations.

What is a Respondant?

An issuer is an organization that publishes Prosals (RFPs) and solicits responses from respondent organizations.

What is a Issuer?

An issuer is an organization that publishes Prosals (RFPs) and solicits responses from respondent organizations.

Respondent Tutorial

An issuer is an organization that publishes Prosals (RFPs) and solicits responses from respondent organizations.

Issuer Tutorial

An issuer is an organization that publishes Prosals (RFPs) and solicits responses from respondent organizations.