RFP365 User Support & Feedback

We love your feedback and look forward to hearing from you. Our Help Desk includes a number of articles to get you started, and our feedback forums are a great place to post your ideas and vote up others. Please share your stories to help us build a solution that fits your needs.

Knowledge Base

  1. General 

    1. How do I get started?
    2. What browsers can I use for RFP365?
    3. How do I log in to RFP365?
    4. We've been invited to a Profile or RFP. Where is my invitation email?
    5. Why am I not getting emails from RFP365?
  2. Users 

    1. How do I add users?
    2. What is an account owner?
    3. How do I delete an Administrator?
    4. What are the different user roles?
    5. How do I resend an invitation to a team member?
  3. Task Management 

    1. How do I change the writer?
    2. How do I change the approver?
    3. How are users notified?
    4. How do I assign Proposal tasks to team members?
    5. How can I track tasks that are completed late?
  4. 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?
  5. Importing incoming RFP questions 

    1. How do I upload RFP questions from Word or a PDF?
    2. How do I import RFP questions from Excel?
    3. How do I navigate and select cells with the Excel RFP Import page?
    4. What tips do you have for the Excel Import?
    5. How do I export my Excel Import back out into the original workbook?
  6. Responding to an RFP 

    1. I got an email invite to participate in an RFP. Now what?
    2. How do I assign the RFP to another person?
    3. How do I find my proposals?
    4. How do I assign tasks to my team?
    5. How do I answer questions in my RFP?
  7. Managing Knowledge 

    1. What am I able to see with the Knowledge Dashboard?
    2. What is the Knowledge Base?
    3. How do I create Knowledge?
    4. How do I save responses to the Knowledge Base?
    5. How do I configure saving to the Knowledge Base?
  8. Managing an RFP 

    1. Getting Started - evaluating vendors with RFP365
    2. What is this new RFP Dashboard?
    3. How do I create a new RFP, RFI or Profile?
    4. How can I link an RFP to a Profile?
    5. How do I edit the name of my RFP?
  9. Managing Vendors 

    1. What is a Vendor Profile, why would I use one?
    2. How do I set up a Vendor Profile?
    3. How do I delete a Vendor Profile?
    4. Can I edit my Vendor's Profiles?
    5. What does it mean to publish a Vendor Profile?
  10. New: Managing Client Discovery 

    1. What is Client Discovery?
    2. How do I add Client Contact or Company?
    3. How do I create a new Client Discovery?
    4. How do I add Clients on the fly?
    5. How do I link a Client Discovery to an RFP?
  11. RFP Library 

    1. What's in my Library and how do I use it?
    2. How do I create a table to use in my RFP for my vendors to fill out?
    3. I've created a Table, now I need to use it in an RFP. How do I do that?
    4. How do tables export?
    5. What is an RFP template?
  12. Scoring an RFP / Profile  

    1. What is new in my RFP/Profile Scoring By Vendor page?
    2. What do my scorers need to do?
    3. How do I configure RFP scoring?
    4. Can I hide the scoring criteria from respondents?
    5. How do I assign scorers to an RFP?
  13. New: Responding as a Client 

    1. Accepting an invite to your Discovery
    2. How do I begin once I am in the Discovery?
    3. How do I get others added to either write responses or read questions/responses in a Discovery Doc?
    4. How do I set writers/approvers or experts within my Discovery?
    5. I am finished with my Discovery responses... what next?
  14. All articles 

    1. How do I get started?
    2. I got an email invite to participate in an RFP. Now what?
    3. How do I change the writer?
    4. How do I add users?
    5. How do I create a new Proposal?
    230 articles 

Feedback and Knowledge Base