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  • 1.  Approve RFP

    Posted 10-22-2019 08:37
    Dear Community,

    recently the "RFP preferences" were activated in our account and now we need to Approve the RFP before we can send it to the venues. 

    In the past we were able to send the RFP directly to the venues after we added them to the RFP.

    Who is facing the same issue? How did you solve this?
    is it possible to set up an auto-approval for all RFPs?

    Thanks for your feedback

    Cheers
    Tanja
    #SourcingaVenue

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    Tanja Harlander
    Meetings & Events - Senior Specialist Travel Management
    adidas AG
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  • 2.  RE: Approve RFP

    Posted 10-28-2019 15:28

    Hello Tanja, 

    There are a few levels of preferences which the article link below discusses, but it sounds like you are speaking to a more detailed set up that may involve user roles. 

    This change in your RFP Preferences sounds like something that our Customer Care Team can assist you in reviewing. I am requesting a colleague reach out to you to provide additional assistance.  Please expect an email from Cvent Customer Support, let me know if you do not see it in your inbox or spam folder. 

    Article on Preferences: https://support.cvent.com/apex/CommunityArticle?id=000001246&Lang=en_US&searchTerm=rfp%20preferences
    Article on Approving RFPs: https://support.cvent.com/apex/CommunityArticle?id=000037166&Lang=en_US&searchTerm=approve%20rfp

    Regards, 



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    Alaina Del Real
    Cvent
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    Original Message