Additional RFP services

We are here to help, from planning to implementation all the way through daily account usage. No two organizations are alike, so RFP360 provides tools to configure your account to adapt to the way you work.

Account setup

RFP360 offers advanced features for both large and small companies. Thoughtful setup of your account during your onboarding process can help your long-term success. We can help you:

• Identify and set up your account hierarchy
• Setup team members with the appropriate permissions
• Import response data into your Knowledge Base (for RFP responders)
• Create your RFP library (for RFP issuers)

Training

We strive to make RFP360 as intuitive as possible, and we also provide assistance for you and your team to get moving quickly. Remote training sessions can include:

• Organizing and setting up your team
• Managing security settings
• Grouping accounts into a logical hierarchy
• Importing RFPs in almost any format into the system
• Assigning tasks to your team members and tracking proposal status
• Uploading prior responses and managing them in your Knowledge Base
• Setting up your vendor contact lists
• Writing your RFP, saving sections and creating templates
• Configure RFP scoring and evaluators
• Exporting final proposals and RFPs

RFP writing

We’ve seen our fair share of RFPs and regularly review customer work at their request. If you aren’t sure what questions to ask, we are happy to help. Based on your needs, we’ll provide you a professional services quote along with the cost to use the software.

• Single RFP event versus multi-stage (RFI then RFP)
• Requirements gathering and discovery
• Best practice questions to ask
• Evaluation tips and scoring configuration