Can I create a Proposal that has Sub-sections?

Sometimes a client prefers a specific layout that you'd like to match when you are uploading or putting a new Proposal in the system.  Now you can add Sub-sections and match their formatting more closely in just a few clicks. 


When Responding to an RFP, either electronically through the system or uploading a Proposal:

The process is very similar to this above. Whether choosing to upload one section at a time or Bulk Uploading Sections with RFP365's upload template, you can choose where you wish to add the new Section.  




Once the Sections and Sub-sections are added, they can be quickly re-ordered or moved around with these "grabber" bars. 










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 export my Proposal?
  8. Who is my Proposal Owner?
  9. How do I delete a Proposal?
  10. How do I pick my font in RFP365?
  11. Can we use our own Word proposal template for exporting?
  12. What are Proposal template placeholders in the export?
  13. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  14. How do I choose a Default Proposal Template and/or Style?
  15. Can I modify the numbering in a Proposal?
  16. How do I format Normal Text in Word?
  17. How do I search for past responses?
  18. How do I move sections around?
  19. What are proposal analytics?
  20. How do I delete a Section?
  21. Why is the Excel export different from the Word version?
  22. How do you setup reminders/notifications for team members?
  23. I'm out of proposal credits. How do I buy more?
  24. Where is my expert response?
  25. How do I move a Proposal?
  26. How do I close out a Proposal?
  27. What is the character limit in Questions?
  28. Including Excel drop-down lists in your RFP response
  29. Can I move questions to another Section?
  30. What if I my client's RFP contains Sub-Sections?
  31. How do I fill out the Excel upload template for a new Proposal?
  32. How do I upload multiple sections using the Excel Proposal Section Upload template?
  33. How can I tag a question from within my Proposal?
  34. How much time are we spending on Proposals and how are the Metrics tracked?
  35. How do I use/manage placeholder text in a Proposal?

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