What is the RFP Dashboard?

We just made managing and navigating through your RFP easier. 


The Dashboard is dynamic, meaning options and icons will change according to which stage you and your team are in during the RFP or Profile process. One simple click on the colorful tiles, and you'll be taken in to the stage or process directly.  No more drop-down menus or hidden options such as scoring pages, it's all laid out in real time for you and your team 

Here is an example of the icons that show up when an RFP is still in the Draft  stage:  Notice that not all icons are active. Every step has to be completed before proceeding on to the next. 




This screenshot is after we've chosen our vendors, they've answered and we're at the beginning of the Scoring process. 


There are other sections on the Dashboard, such as the Invited Vendors Status, where you can dynamically see who's accepted and even responded to your RFP.



You can also quickly see the scoring progress of your team and which vendors they are scoring higher with charts and graphs.



























































Issuing: Issuing an RFP to Vendors

  1. Getting Started - evaluating vendors with RFP360
  2. What is the RFP Dashboard?
  3. How do I create a new RFP, RFI or Profile?
  4. How can I link an RFP to a Profile?
  5. How do I edit the name of my RFP?
  6. Using the Excel template to draft an RFP/RFI
  7. Who is my RFP owner?
  8. How do I create Sections and Questions in an RFP?
  9. Can I move around questions within my RFP while I'm drafting it?
  10. We use a lot of Sub-Sections in our RFPs. How do I set those up?
  11. How do I create drop-down lists in my Library?
  12. Can I make some sections optional in my RFP for my Vendor?
  13. How do I assign an RFP section to a writer?
  14. Can I edit my RFP after I publish it?
  15. How do I attach a file in an RFP I'm writing?
  16. How will my RFP or Profile look to respondents?
  17. How do I publish my RFP or Profile?
  18. How do I resend an invitation to an RFP/Profile?
  19. How do I extend the RFP or Profile's due date (deadline)?
  20. How do I accept or reject a proposal submitted after the due date?
  21. How does the Score Vendor Responses setting affect an RFP Status and a Vendors ability to submit their response?
  22. How do I add an addendum?
  23. What if I need to make changes to my RFP/Profile after I have published?
  24. How do I move questions from one section to another?
  25. How do I close out an RFP?
  26. How do I export a completed RFP event?
  27. How do I delete an RFP or Profile?
  28. How do I send messages to vendors?
  29. How do I move an RFP to a sub-account?
  30. How do I copy an existing RFP or Profile?
  31. How do I fill out the Excel upload template for a new RFP?

Feedback and Knowledge Base