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General Help

  • How do I Set Up a Salesforce Integration?
  • What internet browser(s) works best with RFP360?
  • RFP360’s approach to search optimization
  • How do I install the Slack integration?
  • When do I receive notifications?
  • What file formats are acceptable in RFP360?
  • What Is The Customer RFPIO Data Migration Guide?
  • What are RFP Internal Messages and how do I use it?
  • How do I use the Extensions?
  • How do I add my Company Logo?
  • What are some basics about the Home page I should know as I get started?
  • Someone needs my expertise, what next?
  • How do I format text with the text editor?
  • What can I do with the text editor?
  • What Boolean Search Operators Are Supported in the Knowledge Library?
  • What is the RFP360 Salesforce Integration?
  • Issues with the platform?
  • How do I Add a Sub-Workspace?
  • What account settings should I check?
  • How do I update password rules for users?
  • Why am I Not Getting Emails from RFP360?
  • How do I clean up HTML formatting?
  • What are RFP360 Notifications and how do they work?
  • How do I Update My Billing Plan?
  • What is Marketplace360 and how does it work?
  • How do I Add and Remove Tags?
  • What is the difference between an RFP and a Proposal?
  • Tagging: Best Practices
  • What are account workspaces?
  • Is there a spell check feature? What about auto-translate?
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