Agency Setup Requirements in Centro Platform
- Contact User (with Planning permissions) on an account team
- Campaign → Media Plan
- Property → Vendor contact (Collaborator recipient)
Agency Contact Requirements to Submit an RFP
- Vendor (enable)
- Contact (drop menu)
- Plans (drop menu)
- RFP Overview section
- Campaign Name (read-only)
- Campaign ID (read-only)
- Start/End Date (auto-populated)
Centro Platform supports sending an RFP without line item details. You select None from the Plans drop menu.
Note: A property may be sold under multiple vendors. Centro Platform restricts you from adding the property multiple times. You only add the property to the plan under a single vendor.
Initial Email (via Centro Platform) from the Agency Contact to the Vendor
Vendor Requirements to Respond to a Proposal
Proposal Response Requirements
- Proposal (drop menu)
- Recipient (drop menu)
Note: The vendor recipient is established with the property. They are requirements previously configured in Centro Platform.
The vendor responds to an RFP in Centro Platform. The vendor submits a proposal to the agency contact with the line item suggestions. When the vendor sends a proposal, the message page appears. The requirement is selecting a Proposal from the drop menu.
Centro Platform Email Message from the Agency Contact to the Vendor
Centro Platform Message from the Agency Contact to the Vendor
Proposal Response Optional Fields
- Message Body
- Attach file