Custom RFP Portal in Wix

Velo Code Solution

A Custom Request for Proposal (RFP) Portal in Wix is a web-based system designed to facilitate the submission, management, and evaluation of proposals. Using Velo by Wix, it is possible to create a structured and automated workflow for handling RFPs, integrating custom forms, databases, and user-specific dashboards.

Key Features

Custom Portal Development – The system can be tailored to accommodate specific requirements, including interface customization and workflow automation.
Interactive Submission Forms – Users can submit proposals through structured forms, with options for file uploads and additional input fields.
Automated Data Processing – Submitted data is stored in a Wix Data Collection, enabling efficient retrieval and management.
User Dashboards – Distinct interfaces can be created for clients, vendors, and administrators, allowing controlled access to relevant information.
Notification System – Automated alerts and emails can be configured to inform users about the status of their proposals.
Integration with External Services – The portal can connect to third-party APIs for extended functionality.
Access Control Mechanisms – Different permission levels can be assigned based on user roles to maintain data security and integrity.

Implementation

Building an RFP portal in Wix Velo requires:

A submission form (Custom Form)
A database for storing RFP requests (Wix Data Collection)
A notification system (Email API or Wix CRM)
An admin panel for managing requests

1. Create a Database Collection

Set up a Wix Data Collection named RFPRequests with the following fields:

name (text) – Requester's name
email (text) – Email
company (text) – Company name
message (text) – Request message
status (text) – Request status (New, In Progress, Completed)
createdDate (date) – Submission date

2. Submission Form (requestForm)

On the page, add Input Fields with the following IDs:

#nameInput, #emailInput, #companyInput, #messageInput
Submit Button: #submitButton
Status Message: #statusMessage

3. Admin Panel (Display Requests)

Add a Repeater with ID #requestsRepeater and linked fields:

Text Elements: #requestName, #requestEmail, #requestCompany, #requestMessage, #requestStatus
Status Update Button: #updateStatusButton

4. Automatic Notifications for Admins

To send email notifications to administrators, use Wix Automations or the following API method:

Additional Considerations

The system may include search and filtering capabilities for better data management.
Security measures should be implemented to prevent unauthorized access and ensure data protection.
The portal can be extended with API integrations for enhanced functionality, such as exporting data to external platforms.

This approach allows for a structured and efficient RFP management system within the Wix environment, leveraging Velo by Wix for enhanced interactivity and automation.

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Tools

Velo,Wix Velo Code,JavaScript,Wix Velo API

Example Code

import wixData from 'wix-data';

import wixCRM from 'wix-crm';

$w.onReady(() => {

$w("#submitButton").onClick(() => {

let name = $w("#nameInput").value;

let email = $w("#emailInput").value;

let company = $w("#companyInput").value;

let message = $w("#messageInput").value;

if (!name || !email || !message) {

$w("#statusMessage").value = "Please fill in all required fields.";

return;

}

let newRequest = {

name,

email,

company,

message,

status: "New",

createdDate: new Date()

};

$w.onReady(async () => {

let requests = wixData.query("RFPRequests").find();

$w("#requestsRepeater").data = requests.items;

$w("#requestsRepeater").onItemReady(($item, itemData) => {

$item("#requestName").text = itemData.name;

$item("#requestEmail").text = itemData.email;

$item("#requestCompany").text = itemData.company || "N/A";

$item("#requestMessage").text = itemData.message;

$item("#requestStatus").text = itemData.status;

$item("#updateStatusButton").onClick(() => {

let newStatus = itemData.status === "New" ? "In Progress" : "Completed";

await wixData.update("RFPRequests", { _id: itemData._id, status: newStatus });

$item("#requestStatus").text = newStatus;

});

try {

await wixData.insert("RFPRequests", newRequest);

await wixCRM.emailContact(email, {

subject: "RFP Received",

body: “Hello ${name}, your request has been received. Our team will contact you soon.”

});

$w("#statusMessage").text = "Your request has been submitted successfully!";

$w("#nameInput, #emailInput, #companyInput #messageInput").value = "";

} catch (error) {

console.error("Error submitting request:", error);

$w("#statusMessage").text = "Something went wrong. Please try again.";

}

});

import wixCRM from 'wix-crm';

async function notifyAdmin(request) {

await wixCRM.emailContact("admin@example.com", {

subject: "New RFP Submitted",

body: “A new RFP has been submitted by ${request.name}.\nCompany: ${request.company}\nMessage: ${request.message}”

});

}

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