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A Small RFP Update: Your Feedback in Action
At Plansight, we’re committed to making your experience as seamless as possible. Based on your feedback, we’ve made some key enhancements to the RFP Wizard to improve accessibility, streamline marketing events, and simplify document management. These updates are designed to help you navigate your workflow with ease—without disrupting your current processes.
Enhanced Accessibility – Everything You Need, Anywhere You Need It
We know how important it is to have quick access to essential tools while managing an RFP. Now, with just a click of the triple-dot icon in the upper right corner, you can instantly access:
✅ Quotes
✅ Quotes Modeling Tool
✅ Benefit Package Builder
✅ Plan Elections
✅ Client Presentations
This enhancement ensures you can seamlessly move between tasks without leaving the RFP Wizard, keeping everything at your fingertips.
Simplified Marketing Events – A More Intuitive Start
Starting a marketing event is now easier than ever! Instead of navigating through multiple steps, simply click ‘Start RFP’, and the RFP Wizard will guide you through the entire process. This streamlined approach saves time and ensures that every step is clear and efficient.
Improved RFP Documents – Better Organization, Faster Access
Managing RFP documents is now more efficient. You can:
📂 Retrieve files already saved in the Employer Group’s Documents section
📂 Upload new files directly from your computer
📂 Tag documents with benefits more intuitively
These improvements ensure that your documents are always organized, easy to find, and correctly categorized—giving you one less thing to worry about.
A Smoother Experience Without Changing Your Process
While these updates bring more flexibility and efficiency, they won’t disrupt the way you already work. Instead, they’re designed to make navigating and managing your RFPs even easier.
We’ve also put together a User Guide to walk you through these updates in more detail. If you have any questions, feel free to reach out—we’re always here to help!
🚀 Happy Quoting! 🚀