How do I upload multiple sections using the Excel Proposal Section Upload template?

When beginning a new Proposal you have the ability to download the Proposal_sections_upload.xlsx spreadsheet. 

It comes Defaulted to have a sheet named "SECTION_NAME" and a sheet named "Instructions". You can make a Copy of the "SECTION_NAME" sheet so that you can port over the Subsection, Question, Response Type (text or list), and List Options over smoothly for the upcoming Sections.

Right click the sheet name and choose the Move or Copy... option.

Then select the preferred sheet/tab that you wish to copy. In this example below we are choosing "SECTION_NAME (2)" as the one that we wish to copy. Make sure you have the ☑ Create a copy is checked and press OK. 

You'll now have your copied sheet!

Perhaps you have made too many sheets, then right click and Delete to get rid of it. Then you are absolutely golden.

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

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