Can I view my Key Phrases for a KB item and change them?

Of course you can!

You can go into the Phrases tab within a Knowledge Base (KB) item.

There you will see key phrases that have been automatically populated if there is content that is worthy for the question and/or the response.



To remove a Key Phrase that you believe is irrelevant, press the Delete trash can icon.


You can add the Question Key Phrases and Response Key Phrases. Press either of the + New buttons to be shown a Create a new key phrase field. Add the desired word or phrase that could increase the relevancy for this KB response for future proposal responses.

Note: 
Making too many changes to your key phrases could reduce the relevancy of your search results, so add/remove sparingly.




The order of the key phrases does not matter.

When you add on to a Key Phrase you will need to save the new information by clicking the save icon as shown below.

Responding to an RFP

  1. I got an email invite to participate in an RFP. Now what?
  2. How do I assign the RFP to another person?
  3. How do I find my proposals?
  4. How do I assign tasks to my team?
  5. How do I answer questions in my RFP?
  6. How do I check the status of my Proposal?
  7. How do I format my responses in RFP360?
  8. How do I use search results from the Knowledge Base?
  9. How should Knowledge Base responses that are list response type come into my Outline response?
  10. Where is there Artificial Intelligence (AI) in RFP360?
  11. How do Key Phrases work within my Proposal Outline?
  12. Can I view my Key Phrases for a KB item and change them?
  13. What is the difference between Question/Response tags and Question/Response Key Phrases?
  14. What are the workflow controls in a Proposal?
  15. Where is the history of my proposal drafts?
  16. How do I send a message to the RFP owner or a team member?
  17. How do I preview my Proposal?
  18. How do I submit my Proposal?
  19. How do I submit a proposal after the due date?
  20. Where is my Proposal?
  21. Where is the addendum published?
  22. Can I un-submit my Proposal?
  23. Can I copy the questionnaire (RFP, RFI, Profile)?
  24. Can I change my Point of Contact (POC)?
  25. Can I upload an Excel sheet that includes drop-down options?
  26. How do I skip an Optional Section?
  27. I need to add attachments to my responses. Where can I do that?
  28. How do I create a formatting style for a proposal export?
  29. We use our own templates. How will they work with the Styles option?
  30. What if my response is rejected by the issuing vendor?
  31. How do I pass a task to the Approver?

Feedback and Knowledge Base