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

Congratulations, you are an expert!


Likely, someone from your proposal team or very close to you has asked for your expertise in an area of the business that you know very well. Below is an example of the email you will see in your inbox.



Once you click the link a new window will appear that has the question(s) you are asked to respond to in RFP360.


Go through the fields/responses that you are able to answer:
  • Required: Full Name
  • Optional: Response(s) into the open text field: "Click to write response", there are other response types that you may experience additional response options like:

    List Drop-Downwhich is the second most likely option 

    Lesser likely options include: 

    Table - could include text, drop-down, date or number response options in cells
    Date - type in or choose via the calendar pop-up
    File attachment(s) - choose a file to send over,  
    Number - choose a number and only a number, or
    Scale, typically 0-10 are the default options.

  • Optional: "Additional Notes" to the proposal team to provide clarification on your response.
If you do not believe you were the appropriate person to answer these questions, please let the original sender, or asker if you will, know that they should reach out to someone else.

Note: You are an expert in your line of work. If you receive these asks very often, you should ask your point of contact if you should have further user access to RFP365.

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More about RFP360:

RFP360's mission is to constantly leverage the best innovations technology can offer to simplify the RFP process.

With our RFP platform, you can work with your team on responses, assign tasks to team members, leverage past answers (when you subscribe) and submit responses electronically.



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