Upload Your Word Docs Straight Into RFP365
Proposal writers rejoice!
We're thrilled to announce you can now upload your Word-Doc-RFPs straight into RFP365 -- no reformatting needed.
How To Upload Your Word-Doc RFP
We know RFPs come in many sizes and formats. That's why in addition to our traditional XL upload template, we recently added the option to upload a new proposal directly from a Word document. Giving you all the options you need.
With a couple of simple clicks and drags, you'll be able to match the original RFP's format closer than ever before.
How does it work? When you start your upload, RFP365 creates the new proposal and then opens up a mapping screen. Choose the Word option and then point select your Word document. Please note it must be in the newer .docx format. Below is a step-by-step guide or check out this quick 4-minute video overview.
To begin, click start a new Proposal and select Import RFP.
Then click the Word icon to select your Word document. Once you've selected your file, it'll appear below the icon.
You'll then be prompted to watch the tour. Please do, it's really helpful.
The Word version is then converted to HTML and presented as a simplified web-page, allowing you to click and drag content around where you want it with lots of handy visuals.
You can then map the contents of your RFP into RFP365. You'll specify which text is what:
- Map out which are section headers
- Map out which are questions
Choosing sections looks like this
Choosing questions looks like this:
As you manually map the content (identifying the Sections and Questions), you can also merge or delete questions.
For example, to merge up to the question above, you'll first select the information:
Then select "merge."
Once the merge is complete it will look like this:
You'll then want to compare your original RFP to the tagged version in RFP365. Make sure the sections and questions match up correctly.
If you have two screens (a laptop/desktop + monitor) checking will be really easy. But you can also toggle between Word and RFP365 on one screen as well.
When it looks good, click Save and Import.
After it's imported, you're back in familiar territory. You can now assign tasks, and use content from your Knowledge Base as usual.
Once your responses are complete and you go to Export, you'll see the option to export Into the Original Word Document.
And this is the really cool part. When we import your original RFP we create "pointers" (bookmarks if you will) so we know exactly where to put your responses back in. Meaning you can export your finished responses back into the 'original' document, or you can export them into the standard/generic export (in case you want to brand your own response).
Creating and downloading the export looks like this:
And finally, you'll open the Word document and apply the finishing touches. The styling will be pulled from the original source document (the original RFP). Consult your Word help resources to apply your styling (if allowed by the client).
If your Word doc has a table you need to complete, the table will be created in it's own section in RFP365. You'll simply pull together your responses and RFP365 will export them back into the table as needed. To do this, you'll be asked to:
- Identify the question column
- Identify the response column
While working in tables isn't rocket-science, it's definitely a bit trickier than simple questions with answers below.
We hope this new import option makes your proposals that much easier. Enjoy!
If you have any questions, we'd love to help! Contact us at firstname.lastname@example.org or call (844) 737-0365 and select option 2.