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Downloading an RFP as a PDF

How to download an RFP's provider-facing details as a PDF, for sharing or record-keeping outside Wayfinder.

Need to share an RFP with a provider who doesn't have a Wayfinder account yet, or keep a copy for your records? You can now download an RFP as a PDF from either the case manager or provider view.

How to Download

  1. Case managers: open the RFP from your RFP dashboard and go to its details page.

  2. Providers: open the RFP from your RFP dashboard to view its details.

  3. Click Export in the top right of the page and choose Download PDF.

The PDF mirrors exactly what a provider sees on the RFP page, with the same redactions — it never includes a case manager's contact information or a full street address, and any fields marked hidden on the RFP stay hidden in the PDF. It closes with a link back to the live RFP so a signed-in provider can respond directly.

This is different from Exporting Proposals as a PDF, which exports the proposals providers have submitted in response to an RFP. Downloading the RFP itself exports the request, not the responses to it.

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