How do I submit my proposal response to the Approver?

Proposal Workflow Statuses and Passing Tasks Back & Forth Between the Writer and Approver

While working a proposal, responses go through various statuses as they are written, re-written, and finalized. Here is a key for the different statuses you may encounter:
  1. "NS" (not started)
  2. "IP" (in progress)
  3. "PA" (pending approval)
  4. "R" (rejected)  OR "A" (approved)

How do I submit responses to the assigned Approver? 

As the assigned Writer, select 'Save & Complete' when you have finished writing your response. This will pass the task to the assigned Approver and they will be notified via email that your responses have been submitted for approval.

Once you have clicked 'Save & Complete' you will see the"NS" (not started) or "IP" (in progress) status icon change to "PA" (pending approval). 

If the assigned Approver rejects your response, you'll be notified via email and the status icon will update to "R" (rejected). The task will be passed back to the assigned Writer to update the response and re-submit for approval. 

When you've updated your response, the new assigned Approver will again be notified to approve it and the status icon will update to "PA" (pending approval). 

Once the Approver approves the final response, the status icon will change to "A" (approved).

NOTE: If you are both the Writer and Approver, the status icon will update to "A" (approved) immediately upon selecting 'Save & Complete'. 

To view the overall progress for Writers and Approvers for the proposal, select the Dashboard option in the blue navigation menu.  

Responding: Responding to RFPs

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

Feedback and Knowledge Base