What are the workflow controls in a Proposal?

You can access workflow controls within a Proposal Outline when you click on either the:
  1. Section, the first tab on the right-hand Action Menu has the Default Workflow tab to control all of the contents of that Section and any potential Sub-Sections beneath it.

  2. Individual Question/Response (Q/R) pair, you can also access the Workflow tab
At either level, you can set the Writer and Approver and the Due Date their action is due by. If the User that you wish to include in your account does not exist yet, you can press the Add a User button to add them on the fly.

At the Section Level:

** One difference at the Section-level is that you can do all of the assigning in bulk (for this section and any sub-sections which is checked by default).

At the Question/Response Level:

* One difference at the Q/R pair is that you can send an individual question to an expert who is not a user in RFP360. Find out more about Ask an Expert here.

This is where you can reassign questions to another writer or approver and assign a due date, which will send them an email reminder. You can also launch the Ask-an-Expert feature as well. 

Next: Check out the History tab.

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?
  32. What if my response is rejected by the issuing vendor?

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