How do I close out a Proposal?

When you want to close a proposal, you can do that through the Details page. All of your In Progress and Past Due proposals will appear on your Dashboard until you give them another status. 

You might change statuses for reasons like:
  • We chose not to bid on it (No Bid)
  • We missed the deadline (oops, that's happened before...No Bid)
  • We completed it, but haven't heard back yet if we advanced (Complete)
Changing a proposal to No Bid, or one of the Complete statuses (Complete, Complete - Won, Complete - Lost) will keep the open tasks from notifying your users. So they won't be reminded of open (incomplete) tasks. We silence those notifications.




 On the right-hand side of the Details page, you will see a drop-down with multiple options. 
  • Not Started
  • In Progress
  • No Bid
  • Complete
  • Complete - Won
  • Complete - Lost
Click on the drop-down menu to update the status of your proposal to one of the options listed above.



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?

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