How do I search for past responses?

It happens to all of us.  We get similar or even repeat questions. Luckily, there is the RFP360 knowledge library for you to query and use in just a couple of clicks. 

When you are working in a proposal and want to respond to a question, click into the response box beneath the question (or on the question itself). This activates the Action Menu off to the right with a tab that automatically tees up matching responses. 

The Knowledge Base tab shows the relevant content for the question you are working on as well as a Search bar you can type directly into with keywords to make your search more precise. 

You can also refine your search using the advanced search options. When you find what you want, click on the response and it will be appended to the response.

Advanced TipWhen you click on a Question, the system immediately looks for similar Questions in your knowledge library. If you type into the search box on the right-hand side, we then immediately look into both Questions and Responses. 




The Advance Search option looks like this. 



If there are multiple responses that might work for your question and you need to take a closer look, you can always click the Details button, which will open up the full response for you the view with a lot of metadata about that particular question such as the last date updated and which other Proposals it has been used in. 







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?

Feedback and Knowledge Base