How do I pass a task to the Approver?



While working your next proposal, responses will go through various statuses:
  1. "NS" (not started)
  2. "IP" (in progress)
  3. "PA" (pending approval)
  4. "R" (rejected)  OR "A" (approved)

When you are finished writing your response, you can pass the task to the approver.
Note: If you are the writer and the approver, by selecting 'Mark as Complete', your task will automatically be Approved. 
If you are the writer, click on the button "Mark as Complete". This will pass the task to your approver, who will receive an email notification that it is time to approve your response(s). Once you have clicked "Mark as Complete," you will see the "IP" (in progress) status icon change to "PA" (pending approval). Once the approver approves the response, the icon will change to "A" (approved).




To see the overall progress of your Writers and Approvers, click on the Dashboard button in the upper right-hand corner.






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