How do I search for past responses?

It happens to all of us.  We get similar or even repeat questions. Luckily, there is the RFP365 Knowledge Base for you to query and use in just a couple of clicks. 

When you are working in a proposal and want to respond to a question, click into the response box beneath the question (or on the question itself). This activates the Action Menu off to the right with a tab that automatically tees up matching responses from your Knowledge Base. 

The Knowledge Base tab shows the relevant content in your Knowledge Base for the question you are working on as well as a Search bar you can type directly into with keywords to make your search more precise. 

You can also refine your search using the advanced search options. When you find what you want, click on the response and it will be appended to the response.

Advanced TipWhen you click on a Question, the system immediately looks for similar Questions in your Knowledge Base. If you type into the search box on the right-hand side, we then immediately look into both Questions and Responses in your Knowledge Base. 



The Advance Search option looks like this. 




If there are multiple responses that might work for your question and you need to take a closer look, you can always click the Details button, which will open up the full response for you the view with a lot of metadata about that particular question such as the last date updated and which other Proposals it has been used in. 







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 export my Proposal?
  8. Who is my Proposal Owner?
  9. How do I delete a Proposal?
  10. How do I pick my font in RFP365?
  11. Can we use our own Word proposal template for exporting?
  12. What are Proposal template placeholders in the export?
  13. What is my Proposal Export supposed to look like with the Table of Contents (TOC)?
  14. How do I choose a Default Proposal Template and/or Style?
  15. Can I modify the numbering in a Proposal?
  16. How do I format Normal Text in Word?
  17. How do I search for past responses?
  18. How do I move sections around?
  19. What are proposal analytics?
  20. How do I delete a Section?
  21. Why is the Excel export different from the Word version?
  22. How do you setup reminders/notifications for team members?
  23. I'm out of proposal credits. How do I buy more?
  24. Where is my expert response?
  25. How do I move a Proposal?
  26. How do I close out a Proposal?
  27. What is the character limit in Questions?
  28. Including Excel drop-down lists in your RFP response
  29. Can I move questions to another Section?
  30. What if I my client's RFP contains Sub-Sections?
  31. How do I fill out the Excel upload template for a new Proposal?
  32. How do I upload multiple sections using the Excel Proposal Section Upload template?
  33. How can I tag a question from within my Proposal?
  34. How much time are we spending on Proposals and how are the Metrics tracked?
  35. How do I use/manage placeholder text in a Proposal?

Feedback and Knowledge Base