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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