General

  1. How do I get started?

  2. What browsers can I use for RFP360?

  3. How do I log in to RFP360?

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

  5. Why am I not getting emails from RFP360?

  6. What if I get locked out of my account?

  7. How do I unlock locked out users as an Administrator?

  8. How do I update password rules for users?

  9. How do I reset my password?

  10. What are some basics about the Home page I should know as I get started?

  11. Is there a spell check feature? What about auto-translate?

  12. How do I integrate RFP360 into Salesforce CRM?

  13. How do I initiate a new Proposal using my Salesforce integration?

  14. What is an account hierarchy?

  15. What are tags and why would I use them?

  16. How do I add and remove tags?

  17. How do I manage and cleanup my tags at the account level?

  18. Can I use Boolean search operators in RFP360?

  19. How do I update my credit card number?

  20. How do I change Billing plans?

  21. What is the difference between an RFP and a Proposal?

  22. How and when can I reach RFP360 Support?

  23. How do I update my email address?

  24. What can I do with the text editor?

  25. Adding images, attachments, tables & more with the new text editor

  26. How do I format text with the new text editor?

  27. Can I highlight text with colors?

  28. How do I clean up HTML formatting?

  29. Can I see my recent activity?

  30. How do I add a sub-account?

  31. Issues with saving or duplicating text in the text field?

  32. I am a Subject Matter Expert. What do I need to do?

  33. What is my Company ID and where is it located?

  34. What account settings should I check?

Feedback and Knowledge Base