How can I tag a question from within my Proposal?

You can manage your team’s Knowledge Base (KB) by easily tagging questions “on the fly”.

As you are responding, you can tag the questions/responses so that these new pairs will be stored in the KB with the appropriate tag.

To tag a question, start typing the tag name into the "Internal Tags" box. As you type, a list of your current tags wil begin to pop up. If you wish to use a existing tag, simply click on the tag that you wish to use. If you need to create a new tag, type the name of the tag and then do a hard return on your computer (push enter). After you save and complete your response, your new answer with the tag(s) will be saved to your Knowledge Base (provided that your "Save to Knowledge Base?" toggle button has been moved to "Yes").


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