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 would 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/Outline view and select 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. 



Email example:



To the right your exports will be displayed in the Previous Exports side of the page. Details of the different types of Exports that have been ran as well as time and dates stamps are included. 





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