How do I export a proposal without questions?
In RFP360, we have a toggle on the Export page called Proactive Proposal, where only section and response text will be included in the proposal when you export to a Word template.
From within the Outline in RFP360 you will first click the tab Export.
From the Export tab, you will toggle "Proactive Proposal" to "On." The last step you will take is to click on "Export Proposal."
After you click "Export Proposal" you will have a file saved on your computer of your export. You can open the document and see only the section and response text.
Note: You will still need to fill in the question field for each section of the proposal outline so that you can save and re-use responses from the Knowledge Library. Only the export formatting is affected by the proactive proposal toggle.