How do I upload multiple sections using the Excel Proposal Section Upload template?


When creating a new Blank Proposal you have the ability to bulk upload sections instead of adding them one at a time.




After you Create Your Proposal, choose to Bulk Upload Sections, and download the blank spreadsheet template from the hyperlink:




The downloaded template defaults to a sheet named "SECTION_NAME" and a sheet named "Instructions". 

If your proposal has several sections, you can make a copy of the "SECTION_NAME" sheet to port over the Subsection, Question, Response Type (text or list), and List Options over smoothly for the upcoming Sections.

Right-click the "SECTION_NAME" sheet and choose Move or Copy... from the Excel menu.


Then select the preferred sheet/tab that you wish to copy. In this example below, we are choosing "SECTION_NAME" as the one that we wish to copy. Make sure you have the ☑ Create a copy is checked and press OK. 


You'll now have your copied sheet!

Perhaps you have made too many sheets, then right-click and Delete to save changes.




Responding: Managing a Proposal

  1. How do I create a new Proposal?
  2. Administrator basics when starting a Proposal
  3. Can I create a Proposal that has Sub-sections?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. How do I copy an existing proposal?
  6. What is the Proposal Dashboard?
  7. How do I mention a user within a proposal/profile question's internal notes?
  8. How do I export my Proposal?
  9. Who is my Proposal Owner?
  10. Can I add Team Members outside my account to specific projects?
  11. How do I delete a Proposal?
  12. How do I pick my font in RFP360?
  13. Can we use our own Word proposal template for exporting?
  14. What are Proposal template placeholders in the export?
  15. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  16. How do I choose a Default Proposal Template and/or Style?
  17. Can I modify the numbering in a Proposal?
  18. How do I search for past responses?
  19. How do I keep my Knowledge Filter set across a Proposal?
  20. How do I know if my Knowledge Base was used to complete a response?
  21. How do I move sections around?
  22. What are proposal analytics?
  23. How do I delete a Section?
  24. Why is the Excel export different from the Word version?
  25. How do you setup reminders/notifications for team members?
  26. I'm out of proposal credits. How do I buy more?
  27. Using Ask An Expert - Expert Response
  28. How do I close out a Proposal?
  29. How do I move a Proposal?
  30. What is the character limit in Questions?
  31. Including Excel drop-down lists in your RFP response
  32. Can I move questions to another Section?
  33. How do I upload multiple sections using the Excel Proposal Section Upload template?
  34. How can I tag a question from within my Proposal?
  35. How much time are we spending on Proposals and how are the Metrics tracked?
  36. How do I use/manage placeholder text in a Proposal?
  37. Can I refresh my Exports page?

Feedback and Knowledge Base