When you create a proposal within RFP365, we always advise you to import the orginal RFP into the system if it is a Word, PDF or Excel file if possible. However, if you need to create a blank proposal and wish to use our bulk upload section feature, click on "Add a Section" at the bottom left-hand side of the proposal outline page. Next, click "Bulk Upload Sections" and download the blank spreadsheet template.
You can include
- All the questions for each Section, and
- Configure the type of answer your client is looking for (like drop-down menus choices)
You your drop-down choices will be included in the upload. Once in the system, you can choose the appropriate drop-down selection and include your comments. Both your answer choice and comments export.