I got an email invite to participate in an RFP. Now what?

If you received an email regarding an RFP (or RFI or Profile) in our RFP365 software, follow these steps to get started:


1. In the email, follow the prompts to the event landing page (i.e. Click "See RFP Details" or "See Profile Details"). The landing page tells you about the opportunity. 


2. Log in to the system, or, if you've not yet set up your account, you'll be prompted to create your password and log in. Once on the home page, you will see a blue ribbon that tells you that you have an invitation awaiting further action. Click "View my Invitations" or click on the "Invitations" tab to view the RFP invitation.





3. Once on the Invitations page, click on the Proposal or Profile name. Next, click the yellow "Get Started" button on the upper right-hand side of the page to accept the invitation. Note: you must accept the invitation to begin working on the RFP or Profile.



4. Once you have accepted the invitation, you can begin working on your RFP responses under the "Proposals" or "Profiles" tabs of the application. Note: if it is an RFP, it can be accessed under the "Proposals" tab, if it is an RFI/Profile, it can be accessed under the "Profiles" tab.









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