What are the workflow controls in a Proposal?

You can access workflow controls within a Proposal Outline, when you click on either the:
  1. Section, the first tab on the right-hand Action Menu has the Default Workflow tab to control all of the contents of that Section and any potential Sub-Sections beneath it.

  2. Individual Question/Response (Q/R) pair, you can also access the Workflow tab
At either level you can set the Writer and Approver and the Due Date their action is due by. If the User that you wish to include in your account does not exist yet, you can press the Add a User button to add them on the fly.

At the Section Level:


** One difference at the Section-level is that you can do all of the assigning in bulk (for this section and any sub-sections which is checked by default).

At the Question/Response Level:



* One difference at the Q/R pair is that you can send an individual question to an expert who is not a user in RFP365. Find out more about Ask an Expert here.

This is where you can reassign questions to another writer or approver and assign a due date, which will send them an email reminder. You can also launch the Ask-an-Expert feature as well. 

Next: Check out the History tab.

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