Can I refresh my Exports page?

Yes! It is typically very easy and quick to show the most up to date list of your Exports for an RFP! 

When you are on the Export tab of your RFP click on the refresh icon to show you the most current list of your Exports for a specific RFP. You will also receive an email (Subject line: Your RFP export is ready to view) upon the completion of the export generating which is best to do with completed or very large RFPs/Profiles with lots of vendors/scorers etc.*



*There will be a longer wait time for VERY LARGE RFPs w/ large Scoring Details, Vendor Proposals, and Comparisons. At worst it could take a number of hours but for most sizes it will take less than a few minutes.

Managing a Proposal

  1. How do I create a new Proposal?
  2. Can I create a Proposal that has Sub-sections?
  3. How do I edit the name of my Proposal?
  4. How do I copy an existing proposal?
  5. What is the Proposal Dashboard?
  6. Can two (2) people edit a proposal at once?
  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. How do I delete a Proposal?
  11. How do I pick my font in RFP365?
  12. Can we use our own Word proposal template for exporting?
  13. What are Proposal template placeholders in the export?
  14. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  15. How do I choose a Default Proposal Template and/or Style?
  16. Can I modify the numbering in a Proposal?
  17. How do I format Normal Text in Word?
  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. Where is my expert response?
  28. How do I move a Proposal?
  29. How do I close out 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. What if I my client's RFP contains Sub-Sections?
  34. How do I fill out the Excel upload template for a new Proposal?
  35. How do I upload multiple sections using the Excel Proposal Section Upload template?
  36. How can I tag a question from within my Proposal?
  37. How much time are we spending on Proposals and how are the Metrics tracked?
  38. How do I use/manage placeholder text in a Proposal?
  39. Can I refresh my Exports page?

Feedback and Knowledge Base