You can read the steps below or watch the short video here:
When you start the upload, RFP360 creates the proposal and then opens up a mapping screen.
Choose the Import RFP option and then point RFP360 to your Word or PDF document.
**Please note this needs to be the newer .docx format and we recommend converting a PDF to .docx prior to import.
Start a new Proposal and select Import RFP. Click on the Word/Excel/PDF icon button to browse for your .docx, .xlsx or PDF, and then select your document. Once you select the file, it will appear below the icon and click the CREATE YOUR PROPOSAL to begin mapping over your proposal.
Identify the questions that should be under an umbrella question. Hover over the Q icon and choose the Merge Up option: