Why is the Excel export different from the Word version?

← Managing a Proposal

First, let's identify some important differences in how the Proposal was put into RFP365. 


Here are the different scenarios and how your Export options will be different:

IF

1.  You've been invited to participate in an RFP or Profile directly through RFP365.  

2.  You've manually copied and pasted in your different Sections and Questions and NOT used the Word/PDF or Excel Import option. 

When you click on the Export tab in the upper right hand of the page, you'll see 2 choices.  If you've uploaded a template for your organization or created some custom Styles and fonts for Word, that's what you'd select for your Export.  Or if you want to Export back out into an Excel spreadsheet you have the that option too.





Excel and Word differ in many ways. If you are exporting your proposal, choose the export based on how you want your data.

  • Word is the most commonly-used export format. In this manner, we create a Word version of your Proposal and include all of the attached files (including images). This is great for storage or archiving.
  • Excel is great if you have another repository of common responses. Obviously, we save all of your responses in your account. But if you have your own system, you may want to export the responses in Excel so you can import them into your system.  
3.  If you've used any of our Import options your Export page will look different, and the default will be the Import format you started with - by design, since chances are you're wanting to Export back out into the Original anyway. 









Managing a Proposal

  1. How do I create a new Proposal?
  2. Can I create a Proposal that has Sub-sections?
  3. How do I edit the name of my Proposal?
  4. How do I copy an existing proposal?
  5. What is the Proposal Dashboard?
  6. Can two (2) people edit a proposal at once?
  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. How do I delete a Proposal?
  11. How do I pick my font in RFP365?
  12. Can we use our own Word proposal template for exporting?
  13. What are Proposal template placeholders in the export?
  14. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  15. How do I choose a Default Proposal Template and/or Style?
  16. Can I modify the numbering in a Proposal?
  17. How do I format Normal Text in Word?
  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. Where is my expert response?
  28. How do I move a Proposal?
  29. How do I close out 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. What if I my client's RFP contains Sub-Sections?
  34. How do I fill out the Excel upload template for a new Proposal?
  35. How do I upload multiple sections using the Excel Proposal Section Upload template?
  36. How can I tag a question from within my Proposal?
  37. How much time are we spending on Proposals and how are the Metrics tracked?
  38. How do I use/manage placeholder text in a Proposal?
  39. Can I refresh my Exports page?

Feedback and Knowledge Base

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