Who is my Proposal Owner?

A Proposal owner is the Point of Contact (POC) for your team. They will receive email notifications about the project and are the ones that will be Submitting the Proposal if received electronically from within RFP360.

By default, whoever uploads and starts the Proposal is the Proposal Owner, but you can change the owner through Details page or on the setup pages when starting a new Proposal in the system.  

Simply click on the Proposal you want to be taken to the Proposal Outline page, Dashboard in the upper right-hand corner, and Details.

This will display all pertinent information about your Proposal, including the POC towards the middle of the page that may be updated by selecting the user from the Point of Contact dropdown and saving changes by selecting the Update Proposal button.

**Important Note **  If you were invited to a Proposal and you or someone on your team received an RFP or Profile Invitation, whomever the Issuing company sent the Invitation to will automatically be the Proposal's Owner. 

 The Proposal Owner will be the person who manages communication between your organization and the RFP issuing Point of Contact (POC). 

Responding: Managing a Proposal

  1. How do I create a new Proposal?
  2. Administrator basics when starting a Proposal
  3. Can I create a Proposal that has Sub-sections?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. How do I copy an existing proposal?
  6. What is the Proposal Dashboard?
  7. How do I mention a user within a proposal/profile question's internal notes?
  8. How do I export my Proposal?
  9. Who is my Proposal Owner?
  10. Can I add Team Members outside my account to specific projects?
  11. How do I delete a Proposal?
  12. How do I pick my font in RFP360?
  13. Can we use our own Word proposal template for exporting?
  14. What are Proposal template placeholders in the export?
  15. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  16. How do I choose a Default Proposal Template and/or Style?
  17. Can I modify the numbering in a Proposal?
  18. How do I search for past responses?
  19. How do I keep my Knowledge Filter set across a Proposal?
  20. How do I know if my Knowledge Base was used to complete a response?
  21. How do I move sections around?
  22. What are proposal analytics?
  23. How do I delete a Section?
  24. Why is the Excel export different from the Word version?
  25. How do you setup reminders/notifications for team members?
  26. I'm out of proposal credits. How do I buy more?
  27. Using Ask An Expert - Expert Response
  28. How do I close out a Proposal?
  29. How do I move a Proposal?
  30. What is the character limit in Questions?
  31. Including Excel drop-down lists in your RFP response
  32. Can I move questions to another Section?
  33. How do I upload multiple sections using the Excel Proposal Section Upload template?
  34. How can I tag a question from within my Proposal?
  35. How much time are we spending on Proposals and how are the Metrics tracked?
  36. How do I use/manage placeholder text in a Proposal?
  37. Can I refresh my Exports page?

Feedback and Knowledge Base