The Upload Specs stage is the fifth step in the RFP submission workflow. In this step, vendors can upload or replace spec sheets for their units before completing the submission.
*Note: This step is optional for RFPs. You can move past it at any time using Save and Continue.
Purpose
The Upload Specs step allows vendors to:
Attach missing spec sheets to units.
Replace outdated or inaccurate spec sheets.
Verify that all unit specifications are accurate prior to submission.
Although the platform does not require spec sheets until the Hold Request phase, some RFP issuers may request them earlier within their RFP notes.
Viewing Existing Spec Sheets
If any spec sheets are already associated with your inventory, they appear on each unit's card.
For a single unit, the filename is shown as a link — click it to view or download.
For a package, the card shows how many sheets are attached, for example "3 spec sheets".
Uploading or Replacing a Spec Sheet
Find the unit in the list.
Click Upload on its card, or Replace if a sheet is already attached.
Attach your file in the Upload a spec sheet window. Spec sheets are usually PDFs.
Click Save spec.
Marking Specs as Verified
Each unit's card has a verified checkbox. Tick it once you have checked the attached sheet is correct, or verify several units at once using the bulk action below.
*Note: Verification is only enforced on Hold Requests. On an RFP you can continue without it.
Bulk Actions
Select units using the checkbox on each card, or Select all at the top of the page.
Click the actions bar at the bottom of the page.
Choose one of the following:
Action | Description |
Upload spec | Upload the same spec sheet to multiple selected units. |
Verify specs | Mark the selected units' spec sheets as verified. |
Remove From Proposal | Remove specific units from the proposal before submission. |
Download Inventory Data | Export an Excel summary of the units included in the RFP submission. |
Completing This Step
When your spec sheets are in order:
Click Save and Continue in the top-right corner of the page.
A confirmation appears:
"By clicking OK you verify that all information including price, rate card, production, installation, and impressions are accurate. You will not be able to edit these details after submission."
Click OK to continue, or Cancel to go back and make changes.
Proceed to Step 6: Upload Attachments, the final step, where your submission is completed.
*Note: Once the submission is complete, RFP details cannot be edited. If you need an RFP reopened, contact your Account Manager.