Can I create a Proposal that has Sub-sections?

← Responding: Managing a Proposal
When Importing a Proposal from Word, Excel or PDF:

If your client's RFP contains sub-sections and you use our Word, Excel or PDF import features, you are able to put your completed proposal responses back into the exact template/format that you received the RFP in. This means no mapping of sub-sections is required. However, if you wish to display which sections are sub-sections within the RFP360 for ease of organization, use the "grabber" bar icon to click and drag one of the sections to the right to make it a sub-section under an existing section.  You can also re-order sections and sub-sections by moving them up and down.


When Creating a Blank RFP and Adding Sections:

If you created a Blank RFP and need to add sub-sections, click "Add a Section" at the bottom of the page and then "Add a New Section". Next, type the name of the new section that you wish to create and select the section or sub-account that you wish to add the sub-section under.



After all Sections and Sub-sections are added, you can re-order or move them by using the "grabber" bars. 










Responding: Managing a Proposal

  1. How do I create a new Proposal?
  2. Administrator basics when starting a Proposal
  3. Can I create a Proposal that has Sub-sections?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. How do I copy an existing proposal?
  6. What is the Proposal Dashboard?
  7. Can two (2) people edit a proposal at once?
  8. How do I mention a user within a proposal/profile question's internal notes?
  9. How do I export my Proposal?
  10. Who is my Proposal Owner?
  11. Can I add Team Members outside my account to specific projects?
  12. How do I delete a Proposal?
  13. How do I pick my font in RFP360?
  14. Can we use our own Word proposal template for exporting?
  15. What are Proposal template placeholders in the export?
  16. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  17. How do I choose a Default Proposal Template and/or Style?
  18. Can I modify the numbering in a Proposal?
  19. How do I search for past responses?
  20. How do I keep my Knowledge Filter set across a Proposal?
  21. How do I know if my Knowledge Base was used to complete a response?
  22. How do I move sections around?
  23. What are proposal analytics?
  24. How do I delete a Section?
  25. Why is the Excel export different from the Word version?
  26. How do you setup reminders/notifications for team members?
  27. I'm out of proposal credits. How do I buy more?
  28. Using Ask An Expert - Expert Response
  29. How do I move a Proposal?
  30. How do I close out a Proposal?
  31. What is the character limit in Questions?
  32. Including Excel drop-down lists in your RFP response
  33. Can I move questions to another Section?
  34. What if I my client's RFP contains Sub-Sections?
  35. How do I fill out the Excel upload template for a new Proposal?
  36. How do I upload multiple sections using the Excel Proposal Section Upload template?
  37. How can I tag a question from within my Proposal?
  38. How much time are we spending on Proposals and how are the Metrics tracked?
  39. How do I use/manage placeholder text in a Proposal?
  40. Can I refresh my Exports page?

Feedback and Knowledge Base

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