How do I get started?

As you get started using RFP360, we first need to clarify some terminology
This is very important, as we offer tools for both parties in the RFP transaction. 
  • Do you issue RFPs to potential vendors in order to purchase goods or services?
  • Do you respond to RFPs from potential clients in order to sell them your goods or services?

RFP Issuers

If you are in procurement or are looking to purchase goods/services competitively, you are an issuer of RFPs. We offer lots of functionality to help you setup your RFP, engage vendors, and make some fact-based decisions.
For this category of Help topics, click here

RFP Responders

If you are in sales or marketing and need to manage proposals, proposal content, and resources…you’ve also come to the right place. You are a responder, a writer of proposals. Some people call these tools Proposal Automation. We prefer to call this Proposal Management. 
For this category of Help topics, click here

For both categories, you can always go in and set up or register your organization's account at any time here:
https://my.rfp360.com/public/register

**Important Note** -  is your company's account already set up and are several of your colleagues users?  Then you do not need to create a new account.  Instead, ask them to add you as a user.  





General

  1. How do I get started?
  2. What browsers can I use for RFP360?
  3. How do I log in to RFP360?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. Why am I not getting emails from RFP360?
  6. What if I get locked out of my account?
  7. How do I unlock locked out users as an Administrator?
  8. How do I update password rules for users?
  9. How do I reset my password?
  10. What are some basics about the Home page I should know as I get started?
  11. Is there a spell check feature? What about auto-translate?
  12. How do I integrate RFP360 into Salesforce CRM?
  13. How do I initiate a new Proposal using my Salesforce integration?
  14. What is an account hierarchy?
  15. What are tags and why would I use them?
  16. How do I add and remove tags?
  17. How do I manage and cleanup my tags at the account level?
  18. Can I use Boolean search operators in RFP360?
  19. How do I update my credit card number?
  20. How do I change Billing plans?
  21. What is the difference between an RFP and a Proposal?
  22. How and when can I reach RFP360 Support?
  23. How do I update my email address?
  24. What can I do with the text editor?
  25. Adding images, attachments, tables & more with the new text editor
  26. How do I format text with the new text editor?
  27. Can I highlight text with colors?
  28. How do I clean up HTML formatting?
  29. Can I see my recent activity?
  30. How do I add a sub-account?
  31. Issues with saving or duplicating text in the text field?
  32. What is new for Responders in this latest release?
  33. I am a Subject Matter Expert. What do I need to do?
  34. What is my Company ID and where is it located?
  35. What account settings should I check?

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