How do I create a new Proposal?

If you have an RFP to which you need to respond, or if you just want to prepare a proposal for a potential client, you can create a proposal in RFP365. And we have multiple different ways to create your Proposal and customize it as needed.

Important Note: If you have been invited to an RFP or Profile, then you should visit this help topic. If the RFP was built outside of RFP365, then the steps below can help you. 

Note: Only Administrators and Managers can start a new Proposal. In your account, you'll need to enough credits to create a Proposal. If not, you'll be taken to the Billing page.


From the Proposal List page, click on the button that says “New Proposal”. 


You'll be taken through a couple of pages to fill out the Details of the Proposal such as Company names, Tags, Deadline and Point of Contact etc.  Then the final page that appears gives you several options for your Proposal:

1.  Starting with a Blank Proposal - where users can upload an XL template for Sections, Sub-sections and the questions therein OR  by individual Section and manually adding or copying/pasting content.

2. Copy an Existing Proposal - if there's a Proposal that you and your team have used before that closely matches the format and "architecture" you need, you can copy it from a list of prior proposals and create in 1 click. 

3. Import a whole RFP from a Word/PDF or Excel doc - configure the Sections and Questions easily with a "drag and drop" mapping tool. 



For more information on how to create a Proposal from an existing Word docx, please see this article.

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