How do I assign an RFP section to a writer?

When you are crafting an RFP, RFI, or a Profile, you can assign a writer (or approver) to a section. You might do this if you want a stakeholder to craft specific questions. 

For example:
  • A legal expert to craft contract/legal questions
  • A security expert to craft specific technical questions around software security
  • A business unit owner to craft specific business requirements
**Important Note**  writers and approvers first have to be added as Users in the system.  See this article on how to add a User if you need more information. 

After creating the Section, you can assign the Writer and Approver and update the section. You'll see the initials of the user updated in the upper right-hand corner of the Section.  You can also do these same steps if you need to change the writer or approver on an individual question. 

First, click on the grey WRITE tile on your RFP or Profile Dashboard to enter your RFP.  Squarely click your mouse on the Section Header, which will highlight it in grey.  Off to the right the Action Menu will appear where you can choose your writers or approvers from a drop-down list. 

Once you make all your Section selections, your team members will receive an email notification listing their tasks, either writing or approving in the RFP. 

If you assign out a Section to a writer and you are the approver, when the writer finishes and marks the Section as complete, you'll be notified (via email) that the Section is ready for your approval. 

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?

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