Export responses in a unique Word Style that's anything but the "Normal" Style when exporting back into the original RFP
The original text in most Word RFPs is formatted using the built-in Styles in Word, and in most cases all the original text (including headings) has the "Normal" style applied. When we export our response back into the original RFP template, our answers also have the "Normal" style applied, meaning we have to manually select all of our responses in order to format them. Is it possible to assign a different Word Style to responses when exporting back into the origina RFP? That is, any unique style, call it "RFP365 Response" or whatever, just so we can then modify that style to change the font, size, color, etc. of our responses without having to select them all and applying manual formatting.
David Shutan commented
Thanks. Yes, when we export into a custom template, with or without a Style template, we don't have the issue. And that's how we export our proposals 90% of the time. But, in the rare cases when we have to export the proposal right back into the original RFP template without modification, our responses have the same Word Style applied as the questions, which makes manually re-formatting the responses laborious.
If there was a way to export back into the original RFP template while ALSO applying a special style to the responses, that would be ideal. Again, when we use the "middle" export option, using our own template and/or RFP365 style templates, this is not an issue. It's only when we're required to use the buyer's original template for our proposal.
AdminNatalie Berigan (Admin, RFP365) commented
Thank you for submitting your idea! Are you aware of our Template and Styles features? You can set up a template and/or style so that the document can be exported into your custom company template. Here are some articles on our Help page that show you how to set up templates and styles within RFP365. After you review, please feel free to contact us, and we can walk you through the necessary steps to set up your custom template and style.
1. Can we use our own proposal template for Word exports?
2. How do I choose a default proposal template and/or style?
3. How do I create a formatting style for a proposal export?
4. We use our own templates. How will they work with the new styles option?
5. What are proposal template placeholders in the export?