All articles ← Knowledge Base Adding images, attachments, tables & more with the new text editor Am I able to format my text from an Excel Import? Can I alert a user if I need them to see a comment or question? Can I archive content in the Knowledge Base? Can I assign a question to a Subject Matter Expert (SME)? Can I build a new RFP from the existing Sections in my Library? Can I change my Point of Contact (POC)? Can I copy the questionnaire (RFP, RFI, Profile)? Can I create a Proposal that has Sub-sections? Can I edit my RFP after I publish it? Can I edit my Vendor's Profiles? Can I export my list of Vendor Contacts? Can I filter down on just my tasks in a Proposal? Can I hide the scoring criteria from respondents? Can I highlight text with colors? Can I make some sections optional in my RFP for my Vendor? Can I modify the numbering in a Proposal? Can I move around questions within my RFP while I'm drafting it? Can I move questions to another Section? Can I prevent responses from writing to the Knowledge Base? Can I save images in the Knowledge Base? Can I see a log of my user activity? Can I see my recent activity? Can I un-submit my Proposal? Can I upload an Excel sheet that includes drop-down options? Can I view the emails and notifications sent to my users? Can two (2) people edit a proposal at once? Can we score responses for our Vendor's Profiles? Can we use our own Word proposal template for exporting? Do KB items have a History and can I revert to a prior version of a KB response? Does the Knowledge Base have a Find & Replace option? Getting Started - evaluating vendors with RFP365 How are users notified? How can I tag a question from within my Proposal? How can I tell how much Scoring I have done and how much I have left to do? How can I track tasks that are completed late? How do I access my proposal tasks? How do I add a sub-account? How do I add an addendum? How do I add tags? How do I add users? How do I add Vendor Companies and Contacts? How do I answer questions in my RFP? How do I assign an RFP section to a writer? How do I assign Proposal tasks to team members? How do I assign scorers to an RFP? How do I assign tasks to my team? How do I assign the RFP to another person? How do I assign writing or approving tasks in bulk? How do I attach a file in an RFP I'm writing? How do I build a custom report in Consolidated Reporting? How do I change Billing plans? How do I change the approver? How do I change the RFP or Profile's due date (deadline)? How do I change the writer? How do I check the status of my Proposal? How do I choose a Default Proposal Template and/or Style? How do I clean up HTML formatting? How do I clean up my Knowledge Base? How do I close out a Proposal? How do I close out an RFP? How do I configure RFP scoring? How do I configure saving to the Knowledge Base? How do I copy an existing proposal? How do I copy an existing RFP or Profile? How do I create a formatting style for a proposal export? How do I create a new Proposal? How do I create a new RFP, RFI or Profile? How do I create a Section Template from an RFP Section? How do I create a table to use in my RFP for my vendors to fill out? How do I create a Template from an RFP? How do I create Knowledge? How do I create Sections and Questions in an RFP? How do I delete a Proposal? How do I delete a Section? How do I delete a user and reassign their tasks? How do I delete a User? How do I delete a Vendor Profile? How do I delete an Administrator? How do I delete an RFP or Profile? How do I delete content in the Knowledge Base? How do I edit the name of my Proposal? How do I edit the name of my RFP? How do I export a completed RFP event? How do I export my Excel Import back out into the original workbook? How do I export my Proposal? How do I fill out the Excel upload template for a new Proposal? How do I fill out the XL template to upload Questions and Answers in my Knowledge Base? How do I find my proposals? How do I flag content for review? How do I format my responses in RFP365? How do I format Normal Text in Word? How do I format text with the new text editor? How do I get started? How do I initiate a new Proposal using my Salesforce integration? How do I integrate RFP365 into Salesforce CRM? How do I invite vendors to an RFP or Profile? How do I keep my Knowledge Filter set across a Proposal? How do I log in to RFP365? How do I manage tags? How do I mention a user within a proposal/profile question's internal notes? How do I mention someone on my team to review our vendor information? How do I mention someone within the scoring page for a particular question? How do I move a Proposal? How do I move an RFP to a sub-account? How do I move Knowledge to another sub account? How do I move questions from one section to another? How do I move sections around? How do I narrow down my Knowledge Base searches? How do I navigate and select cells with the Excel RFP Import page? How do I pass a task to the approver? How do I pick my font in RFP365? How do I publish my RFP or Profile? How do I publish new Sections to my Profile? How do I resend an invitation to a team member? How do I resend an invitation to an RFP/Profile? How do I reset my password? How do I review Knowledge? How do I save responses to the Knowledge Base? How do I search for past responses? How do I see tasks for other users? How do I send a message to the RFP owner or a team member? How do I send messages to vendors? How do I set a reviewer for knowledge content? How do I set up a Vendor Profile? How do I skip an Optional Section? How do I start a Negotiation? How do I submit my Proposal? How do I unlock locked out users as an Administrator? How do I update my credit card number? How do I update my email address? How do I update password rules for users? How do I upload content to the Knowledge Base? How do I upload multiple sections using the Excel Proposal Section Upload template? How do I upload RFP questions from Excel? How do I upload RFP questions from Word or a PDF? How do I use search results from the Knowledge Base? How do I use/manage placeholder text in a Proposal? How do particular roles play into effect of KnowlEDGE's use? How do tables export? How do you setup reminders/notifications for team members? How does Auto Answer affect the status of Responses? How much time are we spending on Proposals and how are the Metrics tracked? How to export the Knowledge Base? How will my RFP or Profile look to respondents? I am have been asked, I am an expert. What do I need to do? I got an email invite to participate in an RFP. Now what? I have a lot of Vendor Contacts. What's the best way to manage my list? I need to add attachments to my responses. Where can I do that? I'm out of proposal credits. How do I buy more? I've created a Table, now I need to use it in an RFP. How do I do that? Including Excel drop-down lists in your RFP response Is there a spell check feature? What about auto-translate? Issues with saving or duplicating text in the text field? Opening attachments while scoring proposals Support Phone Number Using the Excel template to draft an RFP/RFI We use a lot of Sub-Sections in our RFPs. How do I set those up? We use our own templates. How will they work with the new Styles option? We've been invited to a Profile or RFP. Where is my invitation email? What am I able to see with the Knowledge Dashboard? What are custom responses (like lists)? What are proposal analytics? What are Proposal template placeholders in the export? What are some bulk actions I can take with my Vendors? What are the current limitations of KnowlEDGE? What are the differences between Auto, Multi, and Suggested KnowlEDGE? What are the different user roles? What are the workflow controls in a Proposal? What browsers can I use for RFP365? What can I do with the text editor? What do I need to know about Find & Replace? What do my scorers need to do? What does it mean to publish a Vendor Profile? What if I get locked out of my account? What if I my client's RFP contains Sub-Sections? What if I need to find KB items by their tags or those with no tags? What if I need to make changes to my RFP/Profile after I have published? What if my response is rejected by the issuing vendor? What is a tag and why would I use them? What is a Vendor Profile, why would I use one? What is an account hierarchy? What is an account owner? What is an RFP template? What is Consolidated Reporting? What is KnowlEDGE (auto-answer) and how do I get started? What is my Proposal Export supposed to look like with the Table of Contents (TOC)? What is my Vendors' experience like (vendor overview)? What is new for Responders in this latest release? What is new in my RFP/Profile Scoring By Vendor page? What is the best way to view my writing or approving tasks? What is the character limit in Questions? What is the difference between an RFP and a Proposal? What is the Knowledge Base? What is the Proposal Dashboard? What is this new RFP Dashboard? What is weighted scoring? What sort of security settings can be set in an account? What tips do you have for the Excel upload? What user has modified Knowledge records? What's in my Library and how do I use it? Where is my expert response? Where is my Proposal? Where is the addendum published? Where is the history of my proposal drafts? Who is my Proposal Owner? Who is my RFP owner? Why am I not getting emails from RFP365? Why is the Excel export different from the Word version?