How do I use/manage placeholder text in a Proposal?

If you have created Placeholder variables in your knowledge library, this article will help you utilize the feature in your next proposal. If you haven't yet created Placeholders, click here for help on that

Using placeholder text within a Proposal

When you have a question that matches over to your knowledge library response with a Placeholder, you will experience the following user flow.

Press on USE RESPONSE to move you forward.

You will next get prompted for particular Placeholder(s) that are associated with that Response if this is your initial* time using that particular Placeholder in this Proposal. Enter your placeholder text and press MAP PLACEHOLDERS (or decide to not use that knowledge):

*Note: Every time you use a KB item with that placeholder in this proposal moving forward will pick up that Placeholder. This is one of the true values behind Placeholder text.

And then there it is! Your Placeholder text has been replaced with the appropriate text for this proposal. If you happen to want to make a change to a particular Placeholder or see which ones are active for this Proposal. You can do that within the Details tab.

Creating Placeholder text on the fly

There could be a chance you could need to create a placeholder on the fly if you know that that it will be used later on in Proposal. Select your text that you want to convert to a placeholder.

Create your Placeholder for future knowledge library items or for responses in this Proposal that end up repeating.

Now when you move over to the Details tab you will have that Placeholder included for future editing or deleting. But be sure to note that these changes only take effect moving forward at this time.

Managing placeholder text in the Details tab

Once you have dropped your Placeholder into place you can edit them or delete them.*

*NOTE: any Updates taken here only work from that point forward. They do not at this time replace prior Placeholders retroactively.*

Feel free to add in Placeholders as you go Proposal specific and be sure to update. Every time you utilize a knowledge library response from that point forward - that Placeholder will be shifted into place.

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. How do I mention a user within a proposal/profile question's internal notes?
  8. How do I export my Proposal?
  9. Who is my Proposal Owner?
  10. Can I add Team Members outside my account to specific projects?
  11. How do I delete a Proposal?
  12. How do I pick my font in RFP360?
  13. Can we use our own Word proposal template for exporting?
  14. What are Proposal template placeholders in the export?
  15. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  16. How do I choose a Default Proposal Template and/or Style?
  17. Can I modify the numbering in a Proposal?
  18. How do I search for past responses?
  19. How do I keep my Knowledge Filter set across a Proposal?
  20. How do I know if my knowledge library was used to complete a response?
  21. How do I move sections around?
  22. What are proposal analytics?
  23. How do I delete a Section?
  24. Why is the Excel export different from the Word version?
  25. How do you setup reminders/notifications for team members?
  26. I'm out of proposal credits. How do I buy more?
  27. Using Ask An Expert - Expert Response
  28. How do I close out a Proposal?
  29. How do I move a Proposal?
  30. What is the character limit in Questions?
  31. Including Excel drop-down lists in your RFP response
  32. Can I move questions to another Section?
  33. How do I upload multiple sections using the Excel Proposal Section Upload template?
  34. How can I tag a question from within my Proposal?
  35. How much time are we spending on Proposals and how are the Metrics tracked?
  36. How do I use/manage placeholder text in a Proposal?
  37. Can I refresh my Exports page?

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