What is the Proposal Dashboard?

RFP365 makes managing and viewing the overall progress of a Proposal easier.

Now everyone on the team can see the details of the Proposal, its overall progress, their individual tasks status and other important data all in one place, providing greater visibility and accountability. 

To access the Proposal Dashboard, once you've selected your Proposal, there will be new icons/selection buttons in the upper right hand corner, including:

1. KnowlEDGE- A auto answer tool to use to answer your questions

2. Outline - the master, default view of the Proposal

3. Details - which includes the core information such as Point of Contact and Proposal Deadline

4. Dashboard - one click to access this powerful, high level overview

5. Export - when you have completed your Proposal and are ready to Export out into Word or XL to submit

6. Messages - message individuals or the whole team regarding the Proposal and never have to search through your emails again

7. Tour of the Dashboard







The top portion of the Dashboard provides the Proposal Details and a Completion Progress graphic of Writers and Approvers' progress by day. The Donut Charts at the top of the page provide color-coded visuals detailing the % of completion in each category. Important information at a glance. 





The lower section of the Dashboard contains the running list of an individual's tasks, graphs for progress by Writer and Approver(s), a log of any group Messages, responses from any SMEs you may have sent a question or section to, and a Real Time activity log of all your team's activities. 









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 move sections around?
  21. What are proposal analytics?
  22. How do I delete a Section?
  23. Why is the Excel export different from the Word version?
  24. How do you setup reminders/notifications for team members?
  25. I'm out of proposal credits. How do I buy more?
  26. Where is my expert response?
  27. How do I move a Proposal?
  28. How do I close out a Proposal?
  29. What is the character limit in Questions?
  30. Including Excel drop-down lists in your RFP response
  31. Can I move questions to another Section?
  32. What if I my client's RFP contains Sub-Sections?
  33. How do I fill out the Excel upload template for a new Proposal?
  34. How do I upload multiple sections using the Excel Proposal Section Upload template?
  35. How can I tag a question from within my Proposal?
  36. How much time are we spending on Proposals and how are the Metrics tracked?
  37. How do I use/manage placeholder text in a Proposal?

Feedback and Knowledge Base