When a client invites your company to a project, invited team members will receive an email notification. Your project invitation email will contain the project name, client name, proposal due date, and a link to the project.
How to respond to a project
- Navigate to the Project: Click the "Projects" icon in the main menu to find the project, or use the direct link in the invitation email.
- View and Respond: Click "View and Respond" to access the client's Smart Brief. You may need to execute a Non-Disclosure Agreement (NDA) before viewing the brief. For legal projects, a conflicts check will be required before accessing the brief.
- Pursue or Decline: After reviewing the brief, indicate your interest by clicking "Pursue Opportunity." If you don't select this option, the client won't know you're interested, and you won’t be able to submit a proposal. If you decline, the client will be notified automatically. You can reverse your decision to participate or decline via the brief page.