Including Excel drop-down lists in your RFP response

If you have been sent an Excel spreadsheet, you may have drop-down lists you need to fill-in.
We've also seen those pesky Word documents that someone has (somehow) embedded drop-down options. 

Either way, there is some help. 
  1. If you use the Excel upload option, you can upload the drop-down options with the Question.
  2. If you just manually add the questions, or upload the questions without the drop-down options, you can configure the drop-downs manually at the Section and/or Question level. 
If you upload from Excel, your drop-down options might be different for each Question. We get these types of questionnaires periodically. 

If you are setting or modifying an existing list, here's some help. You can do this at the Section or the individual Question level. 

Click on the Section (or the Question) and look to the right-hand action panel.


If there's an existing list, you can select it. If not, you can create a new one. 


Give it a name and add the list drop-down options. 


Then you and your writers can select the options and input plain text (as comments) below. 

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 move sections around?
  20. What are proposal analytics?
  21. How do I delete a Section?
  22. Why is the Excel export different from the Word version?
  23. How do you setup reminders/notifications for team members?
  24. I'm out of proposal credits. How do I buy more?
  25. Where is my expert response?
  26. How do I move a Proposal?
  27. How do I close out a Proposal?
  28. What is the character limit in Questions?
  29. Including Excel drop-down lists in your RFP response
  30. Can I move questions to another Section?
  31. What if I my client's RFP contains Sub-Sections?
  32. How do I fill out the Excel upload template for a new Proposal?
  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?

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