RFP Response Builder Basics

Following are the basic principles and functions in RFP Response Builder.

Content Library
The Content Library contains all the content including text, data, and graphics that have been saved and categorized for you to use in your RFP response documents, proposals, statements of work and other documents.  It is accessible via the Word and Excel tools.

Builder Roles
There are three types of Builder Roles:         
  1. Viewers – this is the most common role.  Viewers can view and insert content into their documents from the Content Library.  They cannot add/edit content in the Library.
  2. Contributors – they can do everything a Viewer can do plus they can add/edit content in the Library.  However, they cannot add categories or subcategories.
  3. Admins – can do everything including adding/editing categories and subcategories, as well as editing settings in the Dashboard.

RFP Builder Tools
  1. Word Tool – used for responding directly within the RFP document and assigning selected content to other users for review.
  2. Excel Tool – allows users to build an outline of the RFP response document (or proposal, statement of work or other document) and then generate the response output, email links to separate sections within the document outline to others, and enable multiple people to review/edit the separate sections at the same time.
  3. The Dashboard – allows users to access RFP projects/opportunities and related documents, view content reviews assigned to other members of the team, manage projects/opportunities, and manage users and account settings.

Read more about the RFP Builder tools and be sure to watch the Basics video on this page.

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