How do I create a new RFP, RFI or Profile?

It's easy to create an RFP (or RFI or Profile) when you have some vendors whose capabilities you want to compare and maybe even score to make a data-driven decision. 

From the left-hand side page menu select RFPs and click on NEW RFP button in the upper right-hand corner to create an RFP/RFI. If you need to start a Vendor Profile, follow these same steps, only from the Profiles page on the same menu and + NEW VENDOR PROFILE.

Note: Only Administrators and Managers can create new RFPs. 
Creating a new RFP/RFI requires an RFP credit from your account. If you don't have enough credits in your account, you'll be taken to the Billing page.

Next, there will be a series of pages that open up where info about the project can be entered.  The first starts off with the required fields to add in basic details around the project.

Here are the optional fields on the second page, including the option to add Tags for easy categorization. 

The General Information page is where the following is entered:
  • Due Date (RFP) OR Expected # of Days (Profile)
  • Publish public link checkbox (RFP)
  • Whether to view entries before the deadline or not (RFP) 
  • Selecting which Sub-Account (if applicable) you'd like to create the RFP or Profile in. 

There are a few ways to create your RFP, including starting from scratch or the Excel template with a Blank RFP. This is generally the first place to start if you're new or just Implementing RFP360. 

Library Templates or Existing Projects are for those who have been using RFP360 for a while and have built up their Library and Templates over time to pick from.

Next, the RFP/Profile Dashboard will open. To continue to draft your document, click on the Write tile. 

Once the general outline opens, you can find the Excel Upload template off to the right in the Action menu.  Click to open and download.  

Read more about creating sections and questions in an RFP

Issuing: Issuing an RFP to Vendors

  1. Getting Started - evaluating vendors with RFP360
  2. What is the RFP Dashboard?
  3. How do I create a new RFP, RFI or Profile?
  4. How can I link an RFP to a Profile?
  5. How do I edit the name of my RFP?
  6. Using the Excel template to draft an RFP/RFI
  7. Who is my RFP owner?
  8. How do I create Sections and Questions in an RFP?
  9. Can I move around questions within my RFP while I'm drafting it?
  10. We use a lot of Sub-Sections in our RFPs. How do I set those up?
  11. How do I create drop-down lists in my Library?
  12. Can I make some sections optional in my RFP for my Vendor?
  13. How do I assign an RFP section to a writer?
  14. Can I edit my RFP after I publish it?
  15. How do I attach a file in an RFP I'm writing?
  16. How will my RFP or Profile look to respondents?
  17. How do I publish my RFP or Profile?
  18. How do I resend an invitation to an RFP/Profile?
  19. How do I extend the RFP or Profile's due date (deadline)?
  20. How do I accept or reject a proposal submitted after the due date?
  21. How does the Score Vendor Responses setting affect an RFP Status and a Vendors ability to submit their response?
  22. How do I add an addendum?
  23. What if I need to make changes to my RFP/Profile after I have published?
  24. How do I move questions from one section to another?
  25. How do I close out an RFP?
  26. How do I export a completed RFP event?
  27. How do I delete an RFP or Profile?
  28. How do I send messages to vendors?
  29. How do I move an RFP to a sub-account?
  30. How do I copy an existing RFP or Profile?
  31. How do I fill out the Excel upload template for a new RFP?
  32. Can I refresh my Exports page?

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