How do I export a completed RFP event?

At the end of an RFP event, you can export all of the pertinent details. RFP365 also offers lots of different options about what you'd like to export such as specific vendors or side-by side comparisons. 

This includes: 
  • Scoring Details (in Excel)
  • Vendor Proposals (in Word, with all attachments in sub-folders)
  • Messages (in Excel)
  • Comparison of Responses (in Excel)
  • A blank RFP
Start on your RFP or RFI's Dashboard and select the grey View tile.  Next you'll be taken into the body of your RFP/RFI.  In the upper right hand corner will be several tabs.  Click on the Export  tab. 

The Export page will give you options to check or uncheck on the left hand of the page so you can build and export exactly the data you desire. 



Select the components you want to export. 



Click the EXPORT RFP button at the bottom left of the page to run and produce the .zip file.  It will be displayed in the grey field on the right of the page.  Details of the different types of Exports that have been ran as well as time and dates stamps are included. 






Feedback and Knowledge Base