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Guides and How-To’s
Creating an RFP Response (Basic)
Create the RFP response document and project
Find/insert content from the Content Library
Assign content to reviewers
View docs needing review in the Dashboard
Review assigned content
Finalize the response document
Upload related files to the project file location
Use variables to personalize documents
The importance of using Styles in Excel & Word
RFP Response Builder definitions glossary
Create the RFP response document and project
Find/insert content from the Content Library
Assign content to reviewers
View docs needing review in the Dashboard
Review assigned content
Finalize the response document
Upload related files to the project file location
Use variables to personalize documents
The importance of using Styles in Excel & Word
RFP Response Builder definitions glossary
Creating an Outline-Driven Response (Advanced)
Create the RFP outline file and project
Upload files to the project file location
Section/shred an RFP document
Insert shredded sections into an outline
Add content to an outline
Insert an image into an outline
Insert a PDF into an outline
Select a doc template for the response
Use variables from the outline file
Generate the final response doc from the outline
Finalize the response document
Create the RFP outline file and project
Upload files to the project file location
Section/shred an RFP document
Insert shredded sections into an outline
Add content to an outline
Insert an image into an outline
Insert a PDF into an outline
Select a doc template for the response
Use variables from the outline file
Generate the final response doc from the outline
Finalize the response document
For Administrators
Initial setup instructions for Admins
Advanced setup instructions for Admins
Add content to the Content Library
Edit content in the Content Library
Create outline-driven proposals & statements of work
Create content categories and subcategories
Maintain content in the Content Library
Review user requests for Content Library review
Manage document templates
Edit/delete document templates
Overview of using variables
Create your own custom variables
Edit and update custom outline tabs
Add content to an outline
Overview of outputs for different outline types
Add/edit File Types
Distribute updates to your users
Sync Content Library updates with your users
Auto-saving files to a shared location
Initial setup instructions for Admins
Advanced setup instructions for Admins
Add content to the Content Library
Edit content in the Content Library
Create outline-driven proposals & statements of work
Create content categories and subcategories
Maintain content in the Content Library
Review user requests for Content Library review
Manage document templates
Edit/delete document templates
Overview of using variables
Create your own custom variables
Edit and update custom outline tabs
Add content to an outline
Overview of outputs for different outline types
Add/edit File Types
Distribute updates to your users
Sync Content Library updates with your users
Auto-saving files to a shared location