How do I submit my Proposal?

When you finish your response to the RFP, you'll be able to submit your final proposal. 

A couple of things needs to happen first. You will not be able to submit incomplete or unapproved proposals. 
  1. Review your proposal and make sure all responses are complete.
  2. Ensure all of the responses have been approved.
  3. Submit the proposal by using the big red button in the top-right corner. 


If you have incomplete or unapproved responses, you'll be prompted to fix them prior to submission. Upon a successful submission, the Proposal owner (your coordinator) will be notified via email. 

If you need to find out which team member is your Proposal owner, click on the Details button. 

Remember that your responses are saved in your own RFP365 account. So the next time you come out here, you'll have access to your responses and your team members. You can read more about our features here

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