Can I modify the numbering in a Proposal?

1 - If an Issuer originally sent you an invitation to respond to an RFP or Profile through RFP365:
Then the numbering is set by the RFP issuer. It cannot be changed.

2 - If your team has self-initiated by any of the following: 
  • RFP Import of an Excel, Word, or PDF. Assuming that the goal is to Export back into the original .xlsx or .docx, numbering in our system does not really matter.

  • Creating a Proposal from scratch within the system by adding a section manually or uploading from the Bulk Upload Sections option (with Proposal_sections_upload.xlsx), you will be given more flexibility on how you can move Sections and Questions around. See this Help Article on how to Move Sections and this one on how to Move Questions. With that being said, we currently only have the normal numbering convention like these:
• 1, 2, 3... for Sections
• 1.1, 1.2, 1.3... for Sub Sections
• 1, 2, 3... Questions

NOTE:
If your client document has unique numbering, we recommend that your team brings that numbering/lettering is brought over with your questions. While you are Exporting your Proposal/Profile you are able to suppress our numbering by turning the Automatic Numbering toggle from ON to OFF. It is defaulted to an ON state. With this turned OFF our imposed numbering will not carry over to your exports.



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

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