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Consultancies (Paying Clients)

Enterprise Clients (Paying Clients)

Freelancers & Partners
(Receiving Proposals)

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6. Distributing Proposals to partners

Category:

Consulting Firms

How to Distribute a Proposal to Partners

When creating a new proposal in Flextribe, and you select “Yes” at Step 2 (Sharing with Suppliers), a few extra steps will appear in your New Proposal flow.

Specifically, you will now complete:

  • Step 8: Choose Suppliers

  • Step 9: Share Proposal

(See image below.)

📖 Need a refresher on how to create a New Proposal?
[Read Step 5 of the "Creating a New Proposal" guide →]

🧩 Step 8: Choose Suppliers

Flextribe automatically recommends suppliers based on your selected Client Agreement.

  • ✅ Pre-approved suppliers are suggested to match the service area and expertise

  • ➕ You can also add additional suppliers if you want to strengthen your delivery options for the assignment.

(See example image below.)

✉️ Step 9: Share Proposal

Before publishing the proposal to suppliers, you have the option to:

  • Add a personal message in the outgoing email
    (Optional but a great way to encourage engagement.)

(See example image below.)

When you click "Publish Proposal":

  • 📬 Emails are automatically generated and sent to the selected suppliers

  • 🔗 Suppliers are directed to their Flextribe platform

  • 📄 Suppliers can view full assignment details and nominate the best candidates for your project

Key Benefits of Flextribe’s Supplier Distribution Flow

  • Smart supplier recommendations based on Client Agreements

  • Full flexibility to add or remove suppliers manually

  • Personalization options to strengthen supplier engagement

  • Seamless communication with suppliers directly via the platform