Administrator basics when starting a Proposal

As you get started on the Proposal Outline in the Administrator role, it's important to know the basics as you begin collaborating with your team.

In this article we'll cover:

- Basic Navigation

- Applying Filters to View the Question Status and Assignment

- Assigning Writing/Approving Tasks

- Using the knowledge library to Respond


Getting Started: Basic Navigation

Use the sections navigation on the left-hand side to click through the different sections. The counters help you see how many questions are completed out of the total.

(i.e. 2/7 means there are seven questions in the section and two have been fully approved).  



While working your proposal, the center pane will show all the response statuses and assignees:



Want to learn more about the phrases of working a proposal? See this article here to view the various response statuses. 

Applying Filters to View the Question Status and Assignment


Tasks may also be filtered to see only tasks belonging to an individual and/or desired statuses to narrow results.

Assigning Writing/Approving Tasks


Once you've uploaded your Proposal or accepted an invitation to participate in an RFP or Profile, one of the next steps is to assign writing or approving tasks to your team members based on their areas of expertise.

There are a couple of options including assigning a whole section at a time or an individual question one at a time.


At the Section Level:

To do this, click on the Section name at the top middle of the page. On the right-hand panel, you can select the writer and approver. You can also set due dates. After making your sections, click the button to update. You'll see the writer/approver user initials change for all of the impacted questions. 



You can check in to specific questions to ensure the changes were made. Your new writers will be notified via email.

At the Question Level: 
 
Likewise, if you need to assign out an individual question, click directly on the question, which will highlight that question's area, and simply repeat the same selection process in the action menu off to the right. The icons that indicate status and task owners for that particular question will update and reflect your changes.


At either level, the Writer/Approver and Due Date for task emails to be sent may be set. If the User you wish to include on your account does not exist yet, you can press the Add a User button to add them on the fly.

Using the knowledge library to Respond


Automatically, the knowledge library is performing a keyword search, looking at the question to find any related results.

The default setting on an account is to save new content to the knowledge library automatically to build out your library organically behind the scenes. New content means that you didn't use the search engine to copy responses out of the knowledge library. This could be content you authored or copied from an external source. 

When you use content out of the knowledge library, the Save to knowledge base button turns itself OFF...so we don't have duplicates.


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?

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