Can I copy the questionnaire (RFP, RFI, Profile)?

If you have been invited to an event (RFP, RFI, Profile) and want to make a copy/duplicate of this questionnaire, you can do this.

Why would you want to make a copy? If you are proposing alternative responses, you might want to submit multiple versions of responses. Examples of this include:
  • You are proposing a few different scenarios (like infrastructure projects or technology solutions)
  • You have various responses for different asset sizes (for your finance folks)
To make a copy of the questionnaire, you'll need to go to the Invitations page. This is along the left-hand side of the screen. Invitations are the letter icon. 

Click on the desired Invitation. 

You can either navigate into the existing questionnaire or make a copy. If you click to make a copy, the system will prompt you to create a sub-account or pick an existing sub-account. You cannot have 2 identical questionnaires in the same account. So setup a sub-account to hold this variation of your responses.

Note: You can keep users and knowledge separated across sub-accounts (such as regions or product lines). This helps you partition user and knowledge for easier management (and division of responsibilities). 

Once you make the copy of your questionnaire, you are set to answer it. You can assign out tasks and leverage any content that is stored in your own Knowledge Base. As you answer questions and approve those responses, they will be available for these other questionnaires. This means you can easily leverage related answers, often just with a single click. And you can make the necessary edits for whichever variation you are answering for. 

Responding: Responding to RFPs

  1. I got an email invite to participate in an RFP. Now what?
  2. How do I assign the RFP to another person?
  3. How do I find my proposals?
  4. How do I decline an RFP Invitation?
  5. How do I assign tasks to my team?
  6. How do I answer questions in my RFP?
  7. How do I submit my proposal response to the Approver?
  8. How do I check the status of my Proposal?
  9. How do I format my responses in RFP360?
  10. How do I use search results from the Knowledge Base?
  11. How should Knowledge Base responses that are list response type come into my Outline response?
  12. Where is there Artificial Intelligence (AI) in RFP360?
  13. How do Key Phrases work within my Proposal Outline?
  14. Can I view my Key Phrases for a KB item and change them?
  15. What is the difference between Question/Response tags and Question/Response Key Phrases?
  16. What are the workflow controls in a Proposal?
  17. Where is the history of my proposal drafts?
  18. How do I send a message to the RFP owner or a team member?
  19. How do I preview my Proposal?
  20. How do I submit my Proposal?
  21. How do I submit a proposal after the due date?
  22. Where is my Proposal?
  23. Where is the addendum published?
  24. Can I un-submit my Proposal?
  25. Can I copy the questionnaire (RFP, RFI, Profile)?
  26. Can I change my Point of Contact (POC)?
  27. Can I upload an Excel sheet that includes drop-down options?
  28. How do I skip an Optional Section?
  29. I need to add attachments to my responses. Where can I do that?
  30. How do I create a formatting style for a proposal export?
  31. We use our own templates. How will they work with the Styles option?

Feedback and Knowledge Base