How do I create a new Proposal?

How do I create a new Proposal?

If you have an RFP to which you need to respond, or if you just want to prepare a proposal for a potential client, you can create a proposal in RFP360. And we have multiple different ways to create your Proposal and customize it as needed.

Important Note: If you have been invited to an RFP or Profile, then you should visit this help topic. If the RFP was built outside of RFP360, then the steps below can help you. 

Note: Only Administrators and Managers can start a new Proposal. In your account, you'll need to enough credits to create a Proposal. If not, you'll be taken to the Billing page.

From the Proposal List page, click on the button that says “New Proposal”. 

You'll be taken through a couple of pages to fill out the Details of the Proposal such as Company names, Tags, Deadline and Point of Contact etc.  Then the final page that appears gives you several options for your Proposal:

1.  Starting with a Blank Proposal - where users can upload an XL template for Sections, Sub-sections and the questions therein OR  by individual Section and manually adding or copying/pasting content.

2. Copy an Existing Proposal - if there's a Proposal that you and your team have used before that closely matches the format and "architecture" you need, you can copy it from a list of prior proposals and create in 1 click. NOTE: To copy and existing proposal it can only be a self initiated proposal

3. Import a whole RFP from a Word/PDF or Excel doc - configure the Sections and Questions easily with a "drag and drop" mapping tool. 

For more information on how to create a Proposal from an existing Word docx, please see this article.