How do I fill out the Excel upload template for a new Proposal?

When you create a proposal within RFP365, we always advise you to import the orginal RFP into the system if it is a Word, PDF or Excel file if possible. However, if you need to create a blank proposal and wish to use our bulk upload section feature, click on "Add a Section" at the bottom left-hand side of the proposal outline page. Next, click "Bulk Upload Sections" and download the blank spreadsheet template. 

You can include
  • Sections
  • Sub-Sections
  • All the questions for each Section, and 
  • Configure the type of answer your client is looking for (like drop-down menus choices)


You your drop-down choices will be included in the upload. Once in the system, you can choose the appropriate drop-down selection and include your comments. Both your answer choice and comments export.


 


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

Feedback and Knowledge Base