RFP365 User Support & Feedback

We love your feedback and look forward to hearing from you. Our Help Desk includes a number of articles to get you started, and our feedback forums are a great place to post your ideas and vote up others. Please share your stories to help us build a solution that fits your needs.

Knowledge Base

  1. Managing KnowlEDGE 

    1. What is KnowlEDGE (auto-answer) and how do I get started?
    2. What are the current limitations of KnowlEDGE?
    3. What are the differences between Auto, Multi, and Suggested KnowlEDGE?
    4. How do particular roles play into effect of KnowlEDGE's use?
  2. General 

    1. How do I get started?
    2. What browsers can I use for RFP365?
    3. How do I log in to RFP365?
    4. We've been invited to a Profile or RFP. Where is my invitation email?
    5. Why am I not getting emails from RFP365?
  3. Users 

    1. How do I add users?
    2. What is an account owner?
    3. How do I delete an Administrator?
    4. What are the different user roles?
    5. How do I resend an invitation to a team member?
  4. Task Management 

    1. How do I change the writer?
    2. How do I change the approver?
    3. How are users notified?
    4. How do I assign Proposal tasks to team members?
    5. How can I track tasks that are completed late?
  5. 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. Importing incoming RFP questions 

    1. How do I upload RFP questions from Word or a PDF?
    2. How do I import RFP questions from Excel?
    3. How do I navigate and select cells with the Excel RFP Import page?
    4. What tips do you have for the Excel Import?
    5. How do I export my Excel Import back out into the original workbook?
  7. Responding to an RFP 

    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 assign tasks to my team?
    5. How do I answer questions in my RFP?
  8. Managing Knowledge 

    1. What am I able to see with the Knowledge Dashboard?
    2. What is the Knowledge Base?
    3. How do I create Knowledge?
    4. How do I save responses to the Knowledge Base?
    5. How do I configure saving to the Knowledge Base?
  9. Managing an RFP 

    1. Getting Started - evaluating vendors with RFP365
    2. What is this new RFP Dashboard?
    3. How do I create a new RFP, RFI or Profile?
    4. How can I link an RFP to a Profile?
    5. How do I edit the name of my RFP?
  10. Managing Vendors 

    1. What is a Vendor Profile, why would I use one?
    2. How do I set up a Vendor Profile?
    3. How do I delete a Vendor Profile?
    4. Can I edit my Vendor's Profiles?
    5. What does it mean to publish a Vendor Profile?
  11. New: Managing Client Discovery 

    1. What is Client Discovery?
    2. How do I add Client Contact or Company?
    3. How do I create a new Client Discovery?
    4. How do I add Clients on the fly?
    5. How do I link a Client Discovery to an RFP?
  12. RFP Library 

    1. What's in my Library and how do I use it?
    2. How do I create a table to use in my RFP for my vendors to fill out?
    3. I've created a Table, now I need to use it in an RFP. How do I do that?
    4. How do tables export?
    5. What is an RFP template?
  13. Scoring an RFP / Profile  

    1. What is new in my RFP/Profile Scoring By Vendor page?
    2. What do my scorers need to do?
    3. How do I configure RFP scoring?
    4. Can I hide the scoring criteria from respondents?
    5. How do I assign scorers to an RFP?
  14. New: Responding as a Client 

    1. Accepting an invite to your Discovery
    2. How do I begin once I am in the Discovery?
    3. How do I get others added to either write responses or read questions/responses in a Discovery Doc?
    4. How do I set writers/approvers or experts within my Discovery?
    5. I am finished with my Discovery responses... what next?
  15. All articles 

    1. How do I get started?
    2. I got an email invite to participate in an RFP. Now what?
    3. How do I change the writer?
    4. How do I add users?
    5. How do I create a new Proposal?
    231 articles 

Feedback and Knowledge Base