What browsers can I use for RFP365?

← General
RFP365 supports modern browsers, the most common of which are:
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari
  • Microsoft Internet Explorer 10+
The older versions of Internet Explorer are not suited for modern web browsing. The other browsers are free and update themselves on a regular basis: i.e., they keep up with our Releases and any new code we write to update features and enhancements. 

Therefore, we do not recommend using IE if possible.  

General

  1. How do I get started?
  2. What browsers can I use for RFP365?
  3. How do I log in to RFP365?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. Why am I not getting emails from RFP365?
  6. What if I get locked out of my account?
  7. How do I unlock locked out users as an Administrator?
  8. How do I update password rules for users?
  9. How do I reset my password?
  10. What are some basics about the Home page I should know as I get started?
  11. Is there a spell check feature? What about auto-translate?
  12. How do I integrate RFP365 into Salesforce CRM?
  13. How do I initiate a new Proposal using my Salesforce integration?
  14. What is an account hierarchy?
  15. What is a tag and why would I use them?
  16. How do I add tags?
  17. How do I manage tags?
  18. How do I update my credit card number?
  19. How do I change Billing plans?
  20. What is the difference between an RFP and a Proposal?
  21. Support Phone Number
  22. How do I update my email address?
  23. What can I do with the text editor?
  24. Adding images, attachments, tables & more with the new text editor
  25. How do I format text with the new text editor?
  26. Can I highlight text with colors?
  27. How do I clean up HTML formatting?
  28. Can I see my recent activity?
  29. How do I add a sub-account?
  30. Issues with saving or duplicating text in the text field?
  31. What is new for Responders in this latest release?
  32. I am have been asked, I am an expert. What do I need to do?
  33. What is my Company ID and where is it located?

Feedback and Knowledge Base

(thinking…)