What browsers can I use for RFP360?

← General
RFP360 supports modern browsers, the most common of which are:
  • Google Chrome
  • Mozilla Firefox
  • Microsoft Edge
The older versions of Internet Explorer and Apple Safari are not suited for modern web browsing and some features in RFP360 are not compatible. 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 or Safari if possible.  

General

  1. How do I get started?
  2. What browsers can I use for RFP360?
  3. How do I log in to RFP360?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. Why am I not getting emails from RFP360?
  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 RFP360 into Salesforce CRM?
  13. How do I initiate a new Proposal using my Salesforce integration?
  14. What is an account hierarchy?
  15. What are tags and why would I use them?
  16. How do I add and remove tags?
  17. How do I manage and cleanup my tags at the account level?
  18. Can I use Boolean search operators in RFP360?
  19. How do I update my credit card number?
  20. How do I change Billing plans?
  21. What is the difference between an RFP and a Proposal?
  22. How and when can I reach RFP360 Support?
  23. How do I update my email address?
  24. What can I do with the text editor?
  25. Adding images, attachments, tables & more with the new text editor
  26. How do I format text with the new text editor?
  27. Can I highlight text with colors?
  28. How do I clean up HTML formatting?
  29. Can I see my recent activity?
  30. How do I add a sub-account?
  31. Issues with saving or duplicating text in the text field?
  32. What is new for Responders in this latest release?
  33. I am a Subject Matter Expert. What do I need to do?
  34. What is my Company ID and where is it located?
  35. What account settings should I check?

Feedback and Knowledge Base

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