Generating the Final RFP Response Doc (Excel)
To generate an RFP Response from your Outline:
- In the Quote File (Excel Tool), go to Outputs >> Generate RFP Response
- The application will dynamically assemble all content in the RFP Response Outline into a Word document output. After reviewing the final document, you can convert the document into a PDF file in Word by going to Outputs >> Generate PDF from this File.
Important!: Both the Word doc and the PDF file will be auto-saved to the project file location in SharePoint or on the network.
To generate an output from an Outline other than an RFP Response:
- In the Quote File (Excel Tool), go to Outputs >> Generate Document from Outline
- Select the File Type from the drop down
- This is so that the output can be auto-saved with the correct file type
- The application will dynamically assemble all content in the outline into a Word document output. After reviewing the final document, you can convert the document into a PDF file in Word by going to Outputs >> Generate PDF from this File.
More Information:
- Learn about Variables in Excel
- How to Create Proposals and SOWs
- Watch the Generating Outline-Driven Proposals and SOWs video