How do I export my Proposal?


Our Export page has recently gone through some major changes and now you have more options than ever before! 

You can export your Proposal at any time. Some wait until all of the responses are completed and approved, but you can export a draft if you'd like. 
Note: If the RFP was created in RFP365, you can just hit the submit button. But if the RFP came from an external source, you can export and finish off the proposal in the application of your choice. 
When viewing a proposal, along the header is an Export button. When you click on Export, you will see a few choices you have for the format and you’ll see the export history.

You have many choices such as Word or Excel, or, if you used our Word or PDF upload and input your client's original document, back out into their Original version.

The Export button is always present when you're in your Proposal, up in the top upper-right hand corner, up by your Dashboard and other handy navigation options. 




Once clicked, your Export page will display any prior exports you've done, now with their format (Word, Excel) displayed, with time and date stamps.  If you've never done an export before it will give you the option to start a new one. 










Word  
If you choose Word, the zip file will include the Microsoft Word version and any attachments that were included in the responses (pictures, files, etc.)

Original Word or PDF Import
If you uploaded your client's Word or PDF document directly into RFP365, then your export will be in its original version and include all your input.  It will also include any attachments in your .zip file as well. 

Excel
If you choose Excel, the zip file will include the Microsoft Excel version (Sections, Questions, Responses in separate columns). The zip file will also contain any attachments that were included in the responses (pictures, files, etc.).

Numbering
If you’ve copied in your RFP numbering, or you don’t need the numbering, you can turn off the auto-numbering in the export. Just uncheck the box before you hit the Export button. 






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

Feedback and Knowledge Base