All articles ← Knowledge Base Accepting an invite to your Discovery Adding images, attachments, tables & more with the new text editor Administrator basics when starting a Proposal Best practices when it comes to managing my Knowledge Base? Can I add a User from within my Proposal Outline? Can I add Team Members outside my account to specific projects? Can I alert a user if I need them to see a comment or question? Can I archive content in the Knowledge Base? Can I build a new RFP from the existing Sections in my Library? Can I change my Point of Contact (POC)? Can I copy the questionnaire (RFP, RFI, Profile)? Can I create a Proposal that has Sub-sections? Can I edit my RFP after I publish it? Can I edit my Vendor's Profiles? Can I export my list of Vendor Contacts? Can I filter down on just my tasks in a Proposal? Can I filter through different statuses for Vendor Invitations? Can I hide the scoring criteria from respondents? Can I highlight text with colors? Can I make some sections optional in my RFP for my Vendor? Can I modify the numbering in a Proposal? Can I move around questions within my RFP while I'm drafting it? Can I move questions to another Section? Can I prevent responses from writing to the Knowledge Base? Can I refresh my Exports page? Can I see a log of my user activity? Can I un-submit my Proposal? Can I upload an Excel sheet that includes drop-down options? Can I use Boolean search operators in RFP360? Can I view my Key Phrases for a KB item and change them? Can I view the emails and notifications sent to my users? Can two (2) people edit a proposal at once? Can we score responses for our Vendor's Profiles? Can we use our own Word proposal template for exporting? Do KB items have a History and can I revert to a prior version of a KB response? Does the Knowledge Base have a Find & Replace option? Getting Started - evaluating vendors with RFP360 How are users notified? How can I link an RFP to a Profile? How can I tag a question from within my Proposal? How can I tell how much Scoring I have done and how much I have left to do? How can I track tasks that are completed late? How can I use the bulk actions in the Knowledge Base? How do I accept or reject a proposal submitted after the due date? How do I access my proposal tasks? How do I add a Client Contact? How do I add a sub-account? How do I add an addendum? How do I add and remove tags? How do I add Clients on the fly? How do I add users? How do I add Vendor Companies and Contacts? How do I answer questions in my RFP? How do I assign an RFP section to a writer? How do I assign Proposal tasks to team members? How do I assign scorers to an RFP? How do I assign tasks to my team? How do I assign the RFP to another person? How do I assign writing or approving tasks in bulk? How do I attach a file in an RFP I'm writing? How do I begin once I am in the Discovery? How do I build a custom report in Consolidated Reporting? How do I change Billing plans? How do I change the approver? How do I change the writer? How do I check the status of my Proposal? How do I choose a Default Proposal Template and/or Style? How do I clean up HTML formatting? How do I clean up my Knowledge Base? How do I close out a Proposal? How do I close out an RFP? How do I configure RFP scoring? How do I configure saving to the Knowledge Base? How do I copy an existing proposal? How do I copy an existing RFP or Profile? How do I create a formatting style for a proposal export? How do I create a new Client Discovery? How do I create a new Proposal? How do I create a new RFP, RFI or Profile? How do I create a Section Template from an RFP Section? How do I create a table to use in my RFP for my vendors to fill out? How do I create a Template from an RFP? How do I create and use Placeholder Variables in the Knowledge Base? How do I create Knowledge? How do I create Sections and Questions in an RFP? How do I decline an RFP Invitation? How do I delete a Proposal? How do I delete a Section? How do I delete a user and reassign their tasks? How do I delete a User? How do I delete a Vendor Profile? How do I delete an Administrator? How do I delete an RFP or Profile? How do I delete content in the Knowledge Base? How do I edit the name of my Proposal? How do I edit the name of my RFP? How do I export a completed RFP event? How do I export my Excel Import back out into the original workbook? How do I export my Proposal? How do I extend the RFP or Profile's due date (deadline)? How do I fill out the Excel upload template for a new Proposal? How do I filter and search by tag in the Knowledge Base? How do I find my proposals? How do I flag content for review? How do I format my responses in RFP360? How do I format text with the new text editor? How do I get others added to either write responses or read questions/responses in a Discovery Doc? How do I import knowledge from prior Word proposals? How do I import RFP questions from Excel? How do I initiate a new Proposal using my Salesforce integration? How do I integrate RFP360 into Salesforce CRM? How do I invite vendors to an RFP or Profile? How do I keep my Knowledge Filter set across a Proposal? How do I know if my Knowledge Base was used to complete a response? How do I link a Client Discovery to an RFP? How do I make client responses to Sections/Questions visible or not to Vendors? How do I manage and cleanup my tags at the account level? How do I manage reviewers for Knowledge Base content? How do I mention a user within a proposal/profile question's internal notes? How do I mention someone on my team to review our vendor information? How do I mention someone within the scoring page for a particular question? How do I merge Knowledge Base records? How do I merge related questions in the Knowledge Base? How do I move a Proposal? How do I move an RFP to a sub-account? How do I move Knowledge to another sub account? How do I move questions from one section to another? How do I move sections around? How do I navigate and select cells with the Excel RFP Import page? How do I pick my font in RFP360? How do I preview my Proposal? How do I publish my RFP or Profile? How do I publish new Sections to my Profile? How do I resend an invitation to a team member? How do I resend an invitation to an RFP/Profile? How do I review Knowledge? How do I save responses to the Knowledge Base? How do I search for past responses? How do I see tasks for other users? How do I send a message to the RFP owner or a team member? How do I send messages to vendors? How do I set up a Vendor Profile? How do I set writers/approvers or experts within my Discovery? How do I skip an Optional Section? How do I start a Negotiation? How do I submit a proposal after the due date? How do I submit my proposal response to the Approver? How do I submit my Proposal? How do I unlock locked out users as an Administrator? How do I update a Knowledge Base record and review updates? How do I update my credit card number? How do I update password rules for users? How do I upload content to the Knowledge Base? How do I upload multiple sections using the Excel Proposal Section Upload template? How do I upload RFP questions from Word or a PDF? How do I use Ask an Expert in the responding workflow? How do I use search results from the Knowledge Base? How do I use/manage placeholder text in a Proposal? How do Key Phrases work within my Proposal Outline? How do particular roles play into effect of KnowlEDGE's use? How do questions that have been marked as Visible appear to vendors? How do tables export? How do you setup reminders/notifications for team members? How does Auto Answer affect the status of Responses? How does the Score Vendor Responses setting affect an RFP Status and a Vendors ability to submit their response? How much time are we spending on Proposals and how are the Metrics tracked? How should Knowledge Base responses that are list response type come into my Outline response? How to export the Knowledge Base? How will my RFP or Profile look to respondents? I am finished with my Discovery responses... what next? I got an email invite to participate in an RFP. Now what? I have a lot of Vendor Contacts. What's the best way to manage my list? I need to add attachments to my responses. Where can I do that? I'm out of proposal credits. How do I buy more? I've created a Table, now I need to use it in an RFP. How do I do that? Including Excel drop-down lists in your RFP response Is there a spell check feature? What about auto-translate? Issues with saving or duplicating text in the text field? New User FAQ Opening attachments while scoring proposals Responding: Onboarding Training Resources Someone needs my expertise, what next? Using Ask An Expert - Expert Response Using the Excel template to draft an RFP/RFI We use a lot of Sub-Sections in our RFPs. How do I set those up? We use our own templates. How will they work with the Styles option? We've been invited to a Discovery. Where is my invitation email? We've been invited to a Profile or RFP. Where is my invitation email? What account settings should I check? What am I able to see with the Knowledge Dashboard? What are custom responses (like lists)? What are proposal analytics? What are Proposal template placeholders in the export? What are RFP360 Notifications and how do they work? What are some basics about the Home page I should know as I get started? What are some bulk actions I can take with my Vendors? What are tags and why would I use them? What are the current limitations of KnowlEDGE? What are the differences between Auto, Multi, and Suggested KnowlEDGE? What are the different user roles? What are the workflow controls in a Proposal? What can I do with the text editor? What do I need to do as an Invited Responder? What do I need to know about Find & Replace? What do my scorers need to do? What does it mean to publish a Vendor Profile? What if I my client's RFP contains Sub-Sections? What if I need to make changes to my RFP/Profile after I have published? What if my response is rejected by the issuing vendor? What is a Vendor Profile, why would I use one? What is an account hierarchy? What is an account owner? What is an RFP template? What is Client Discovery? What is Consolidated Reporting? What is KnowlEDGE (auto-answer) and how do I get started? What is Marketplace360 and how does it work? What is my Proposal Export supposed to look like with the Table of Contents (TOC)? What is my Vendors' experience like (vendor overview)? What is on my RFP/Profile Scoring By Vendor page? What is the best way to view my writing or approving tasks? What is the character limit in Questions? What is the difference between an RFP and a Proposal? What is the difference between Question/Response tags and Question/Response Key Phrases? What is the Knowledge Base? What is the Proposal Dashboard? What is this new RFP Dashboard? What is weighted scoring? What sort of security settings can be set in an account? What tips do you have for the Excel Import? What user has modified Knowledge records? What's in my Library and how do I use it? Where is my Proposal? Where is the addendum published? Where is the history of my proposal drafts? Where is there Artificial Intelligence (AI) in RFP360? Who is my Proposal Owner? Who is my RFP owner? Why am I not getting emails from RFP360? Why is the Excel export different from the Word version?