Create an RFP- Brand New or From a Template
Select "Create RFP" in the top right corner of your dashboard
Enter the RFP name (Required)
Choose to create a brand new RFP or to create from a pre-saved template
Select the RFP elements (Questions, Concession Requests, Contract Clauses, Contacts) that you would like to add from your planner toolbox
Important Note: You can always add/remove these during the request builder, even if building from a template!
Select 'Create RFP' again to launch the Request Builder and begin filling in any remaining RFP content
Creating a duplicate of an RFP or a saved template
How to Duplicate
Find and open the existing RFP that you want to copy
Click the duplicate icon
in the upper right corner A pop-up window will appear giving you two choices:
Create a Template (for later reuse)
Create a Copy (to send immediately)
When prompted, enter a unique name for the duplicated RFP to help you distinguish it from the original RFP in your dashboard
Confirm your selections and click 'Create RFP'
The system will generate a copy of the RFP with all original information included
What Gets Copied
When you duplicate an RFP, the following information is typically copied:
Request details and requirements
Room block information
Industry Contacts
Important Note: Please review any contacts included on a duplicated RFP before sending as the property lists will most likely be different!
Event space requirements
Questions and concessions
Custom settings
Important Notes
The duplicate creates a completely new RFP with a new RFP code
You'll need to review and potentially update dates, room blocks, and hotel selections
The "copy" option creates an RFP ready to send, while the "template" option saves it for future use without immediately creating an active RFP
If you plan to reuse the same RFP structure multiple times, consider creating a template instead of duplicating each time.
Templates allow you to save the RFP structure and reuse it for multiple events without having to duplicate repeatedly.
This feature is particularly useful for planners who regularly organize similar types of events or have recurring programs with consistent requirements.
Need help creating an RFP? Our support team is happy to assist!
Please reach out via chat for the fastest response, 8am-8pm EST, M-F.