Edit RFPs and Vendor Profiles After Publishing
We've all been there, you order the flier, send the email, or publish the RFP... and of course there was a typo you didn't notice. Likewise, we've all been confused by bureaucratic paperwork filled with questions that weren't at all relevant to us (tax forms anyone?).
Which is why we have some great news for all our RFP365 users:
- Now you can edit a RFP and/or a Vendor Profile format after you publish it
- You can give vendors an opt-out for sections and/or questions that are Not Applicable, both in the RFP and/or Profile
Edit a RFP or a Vendor Profile After You Publish
Why is this a big deal? Because, now you can:
- Fix typos
- Get more information, or add more detail
- Clarify phrasing
- Add questions
- Delete questions
- Change the response type (Text/List/Table, etc.)
- Update your profile format
Get step-by-step directions here. It looks like this:
You can also see when a section is being edited:
This is especially handy for Profiles, since they're out there indefinitely and are likely to naturally change over time. Particularly if you use them to collect your most-often-asked questions.
Make Sections and/or Questions Optional
Save yourself some time. Don't make your vendors answer questions that are completely irrelevant. And don't make them type "Not Applicable" a million times.
Instead, now you can you make a question or whole section optional, in both the vendor profile and/or in any RFP. Get step-by-step directions here. It looks like this:
And you can clearly see if they opted out.
Cheers to flexibility and "undo" buttons! We hope you enjoy your new options.
Have an idea for how we can make RFP365 better? We'd love to hear it. Let us know in the comments or email us at firstname.lastname@example.org