Responding: Onboarding Guide - Get Started


Welcome to RFP360!


The first thing to note: are you an invited vendor or a responding customer? While both invited vendors and responding customers get to take advantage of RFP360, there are a few differences.


This article is intended for responding customers. Please review the following to understand which position you are conducting in RFP360.


An invited vendor uses RFP360 to respond to individual RFPs hosted in the platform. First, the issuer invites them to respond to an RFP, which gives them access to the platform. Then they can collaborate with colleagues, use previous responses and submit a proposal in RFP360. However, they may not have access to advanced functionality and may only respond to RFPs that have been issued by issuers using RFP360.


On the other hand, responding customers have access to proposal automation, unlimited knowledge records and users, the ask an expert tool and other advanced functionality for any RFP. Not only can they respond to RFPs issued in RFP360, they can also use the platform to import proposals from outside the platform. This enables the customer to leverage collaboration and automation functionality using a single content repository for all proposals.


If you are an invited vendor click here to get started.


If you are a responding customer click the topics below to peruse step-by-step articles with short videos
to help you to become an expert at using RFP360.


Responding Onboarding Guide:

General Overview

Proposal Basics

Basics of Starting a Proposal

Adding Users & Assigning Tasks  



Messaging Team Members or the RFP Owner
Sending Messages


Exporting Proposals
Exporting a Proposal


Knowledge Library 

                 Best Practices Managing Content                
              Tagging Usage and Best Practices                                                  


Templates & Styles

Best Practices: Templates and Styles

How do I use templates and styles?




Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request