I got an email invite to participate in an RFP. Now what?

If you received an email regarding an RFP (or RFI or Profile) in our RFP365 software, follow these steps to get started:


1. In the email, follow the prompts to the event landing page. The landing page tells you about the opportunity. You can also go into your Invitations page to see everything that clients have invited you to that's still pending. 

2. Log in to the system, or, if you've not yet set up your account, you'll be prompted to create your password and log in. 







Once you are taken into RFP365, you still must ACCEPT the Invitation.  This will automatically add the Proposal or Profile to your Proposal/Profiles pages and make it immediately accessible. 

To accept and start working on the RFP or Profile, 

1. Click on the Proposal's or Profile's name in the Invitations page.  

2. The Description page for the project will open up.  

Click on the yellow "View Questionnaire" icon off on the right-hand side of the page. 







Now your client's RFP or Profile will be downloaded into your account and you can begin your work. 









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