How do I create a new RFP, RFI or Profile?

It's easy to create an RFP (or RFI or Profile) when you have some vendors whose capabilities you want to compare and maybe even score to make a data-driven decision. 

From the left-hand side page menu select RFPs and click on NEW RFP button in the upper right-hand corner to create an RFP/RFI. If you need to start a Vendor Profile, follow these same steps, only from the Profiles page on the same menu and + NEW VENDOR PROFILE.

Note: Only Administrators and Managers can create new RFP's. Creating a new RFP/RFI requires an RFP credit from your account. If you don't have enough credits in your account, you will be taken to the Billing page.

Next, there will be a series of pages that open up where info about the project can be entered.  The first starts off with the required fields to add in basic details around the project.
Here are the optional fields on the second page, including the option to add Tags for easy categorization. 
The General Information page is where the following is entered:
  • Due Date (RFP) OR Expected # of Days (Profile)
  • Publish public link checkbox (RFP)
  • Whether to view entries before the deadline or not (RFP) 
  • Selecting which Sub-Account (if applicable) you'd like to create the RFP or Profile in. 
There are a few ways to create your RFP, including starting from scratch or the Excel template with a Blank RFP. This is generally the first place to start if you're new or just Implementing RFP360. 
Library Templates or Existing Projects are for those who have been using RFP360 for a while and have built up their Library and Templates over time to pick from.

Next, the RFP/Profile Dashboard will open. To continue to draft your document, click on the Write tile. 
Once the general outline opens, you can find the Excel Upload template off to the right in the Action menu.  Click to open and download.  

Read more about creating sections and questions in an RFP


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