How do I move a Proposal?

If you have created a Proposal and want to move it to another level of the hierarchy, you can move it very easily. 

Two things to keep in mind:
  1. You have to have access to that sub-account in order to move the Proposal into it.
  2. If you have assigned tasks to a person who doesn't have access to the target sub-account, you'll need to reassign those tasks after the move.
From the Proposal list, select the Proposal(s) desired.



Select the option to 'Move Accounts' and then select the target sub-account.


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

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