Can we use our own Word proposal template for exporting?

Yes. If your organization has specific logos, headers, footers and fonts that you must use for your Exports, no problem, you can upload them into RFP360 and once you've completed your Proposal, export your finished product back out into your template. 

First, you'll need to upload your own Word templates (saved as .docx) in the Account page under Templates. Your Word exports will then inherit the styles of the Word template you point to. 

You will start by going into the Accounts page through the drop-down under your name.

And then select the appropriate Account/Sub Account (if applicable). 

And then you'll be presented with the tabs shown below. Choose the Proposal Templates tab.

In your Word template, you can set up your header tags so that your content exports into the corresponding style:
  • The Proposal title will export into Heading 1
  • The Section names will export into Heading 2
  • The Question names will export into Heading 3
  • Responses will export into Normal (but the set Normal style will not be applied automatically)
**Important Note**  When you open the Word document, you may have to manually apply the Normal style to the response. The API applies the other styles, but not the Normal style automatically. So select all of the instances of Normal and apply the style. 

For more info on the formatting in Word, click here
Finally, when you get ready to do your Export, one of the options you now have is to use your Templates and they can be selected from your drop-down menu. 

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