How do I fill out the Excel upload template for a new RFP?

When you create an RFP within RFP360, one way you can create sections is in bulk with our blank spreadsheet template instead of adding each question and section one-by-one. 

To begin uploading sections in bulk, click "Add a Section" at the bottom left-hand side of the RFP outline page and download the blank spreadsheet template:

In the upload template, you can include:
  • Sections & Sub-Sections
  • All the Questions for Each Section
  • Help Text for Vendors & Scorers 
  • Set Priority 0-5
  • Response Type (i.e. Text, Date, Number, Scale, File, Multifile, List or Multilist)
  • Tags
First, read the "Instructions" tab before getting started to fully understand how to utilize each cell.

Sections, Subsections, and Questions

After you create a new sheet in the template,  title the tab after the section name you would like to use. 

Next, add in any subsection names (if relevant), plus copy in the questions. 

Note: Only place the subsection name once and all questions at and below that line will be in that subsection.

Response Type

Ask yourself how you would like the Vendor to address your questions.

Note: LIST, MULTILIST, NUMBER - Include a colon (':'), followed by the unique List ID. (i.e. List:uhrvgu)

The ID may be found under your Library and the "LIST ID" column:

After uploading the completed template, you can preview the text response type.

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