Skip to content

Bid Detail - Outreach & RFP: email templates

StageEstimated
StatusDeferred
Design statusIn review
Estimate4w (XL)
ConfidenceLow
LinearPIN-136 ↗
Linear statusTodo
CycleC16
DesignDesign ↗
Linear epicBid Intake & Pipeline
ModuleBids ↗

Priority: High

Scope

RFP compose flow on Bid Detail: select estimate scope lines to include, pick vendors from the directory, and generate a single Pinley-branded RFP email (v1 static template) carrying the scope description, due date, and special instructions plus a document share link. (Source: PIN-136.)

Acceptance criteria

  • Select estimate scope line items to include in the RFP
  • Vendor selection from the vendor directory (multi-select)
  • RFP form fields: scope description, due date, special instructions
  • Single Pinley-branded static email template (v1; template builder deferred to October)
  • Document share link embedded in the RFP email
  • RFP history recorded on the vendor profile (count sent, response rate, avg turnaround)

Conor's comments

[8/18 DESIGN] Correction: NOT merged into the Vendors rail. Outreach & RFP is a TAB ON THE BID RECORD; the Vendors rail stays a portfolio directory. One name everywhere: "Outreach & RFP". This is mostly built as part of the RFP process. RFP workflow + send + 30-day link all ship. This will be mergeed into a single vendors tab. I will update the design and specs. There will be UI updates and we should review what else this impacts.

[8/27 CALL] Email template builder is cut, not deferred. v1 is a single static Pinley-branded template. The late-October schedule was an AI artifact from missing guidance; with the builder cut this is a much smaller build. Outreach & RFP + Vendors consolidate into one Quotes module.

Notes

Builder cut per 2026-08-27 call; v1 single static template. The 6+ wk / late-Oct estimate was for the builder and no longer applies.

Open question for Conor

Resolved 2026-08-27 (call): builder cut; v1 = single static template. Outreach & RFP + Vendors consolidate into one Quotes module.