How do I copy an existing proposal?

When you want to create a new proposal you'll need to be on the main Proposals page. Click the New Proposal button on the right-hand side of the page. 

Creating a New Proposal requires 1 project credit from your account.

Enter some basic information (such as the proposal name, the issuing organization, and the due date) in this Create a new Proposal page, then click Create Proposal .

New or Re-use

  1. After you enter the basic information (3 required fields), you can select whether you’d like to create the proposal outline from scratch (if you have to follow a required RFP format) or if you want to re-use an existing proposal (from RFP365).
  2. If you want to re-use an existing proposal but cannot remember the name, use the drop-down list to find it.
  3. When you re-use an existing proposal, the Sections and Questions are copied over. The responses are not copied, as you will likely be crafting unique answers.

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