We've been invited to a Profile or RFP. Where is my invitation email?

If you received an invitation to participate in an RFP, that invitation should be delivered to your inbox. Once you click on the live link in your email, you should be prompted to log in, and then be taken to your Home Page. 

If for some reason you do not receive your email, always check your SPAM folder. If you cannot find the original email, just log into RFP360. You'll see the invitation along a blue header bar on your Home page. You can also find your invitations along the left-hand side of the application.  








The Invitation itself, however, is just the beginning.  You must actually Accept the Invitation next. 

**Important Note ** Once you click on your Profile or RFP Invitation, you'll be taken to another page with a description of the project and an orange View Questionnaire button off to the right.  In order to "Accept" the RFP or Profile to work on with your team, you must click that button to instantly add it in your account.  









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