How do I answer questions in my RFP?

It is time to read your RFP and start preparing your responses. 

Use the sections navigation on the left-hand side to click through the different sections. The counters help you see how many questions are completed out of the total. 

Depending upon the source of the RFP (whether it was uploaded from an external source or was created by another client of ours inside the platform), your response may be of many different types.
  • You might have to pick responses from drop-down choices
  • You might have the option of including comments (plain-text comments)
  • You might have checkboxes from which to select
  • You might have free-form rich-text response area, where you can insert images and format your response
  • You might have to attach one or more files
Save your responses and you can come back later. 

A question that requires you to choose from a drop-down menu, such as a Yes/No/NA or Agrees/Disagree type answer will look like this. 

When you are finished with your response, mark it for completion so the approver can review it

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 library?
  11. How should knowledge library 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 knowledge library record 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?

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