How do I fill out the Excel upload template for a new Proposal?

When you create a proposal within RFP360, we always advise you to import the original RFP into the system if it is a Word, PDF or Excel file if possible. However, if you need to create a blank proposal and wish to use our bulk upload section feature, click on "Add a Section" at the bottom left-hand side of the proposal outline page. Next, click "Upload from Excel" and download the blank spreadsheet template. 

You can include
  • Sections
  • Sub-Sections
  • All the questions for each Section, and 
  • Configure the type of answer your client is looking for (like drop-down menus choices)


Your drop-down choices will be included in the upload. Once in the system, you can choose the appropriate drop-down selection and include your comments. Both your answer choice and comments export.


 


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 delete a User?
  27. How do I export a completed RFP event?
  28. How do I delete an RFP or Profile?
  29. How do I send messages to vendors?
  30. How do I move an RFP to a sub-account?
  31. How do I copy an existing RFP or Profile?
  32. How do I fill out the Excel upload template for a new Proposal?

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