When you want to create a new proposal you'll need to be on the main Proposals page. Click the New Proposal button on the right-hand side of the page.
Creating a New Proposal requires 1 project credit from your account.
Enter some basic information (such as the proposal name, the issuing organization, and the due date) in this Create a new Proposal page, then click Create Proposal .
New or Re-use
- After you enter the basic information (3 required fields), you can select whether you’d like to create the proposal outline from scratch (if you have to follow a required RFP format) or if you want to re-use an existing proposal (from RFP365).
- If you want to re-use an existing proposal but cannot remember the name, use the drop-down list to find it.
- When you re-use an existing proposal, the Sections and Questions are copied over. The responses are not copied, as you will likely be crafting unique answers.