How do I use templates and styles? For Proposal writers (in the Responding side of the system), you can export your final responses into the source document or into a custom template.
If your organization has specific logos, headers, footers and fonts that you must use for your Exports, you can upload them into RFP360. Once you've completed your Proposal, export your finished product back out into your custom template.
First, you'll need to upload your own Word templates (saved as .docx) in the Account page under Templates. Follow this link to learn how to prep/import your template into RFP360.
Next, you will map your corresponding Style into RFP360 in the Account page under Styles. Follow this link to learn how to map your Style into RFP360.
Finally, you will export your Template/Style under the Export tab within a Proposal. Follow this link to learn how to export your proposal using your saved templates/styles.