RFP Software Resources

Hi Jaime, You sure can! To do so, go into the proposal>dashboard>proposal details. On this screen, you'll see a status dropdown menu on the bottom right which can be updated to Complete (or Complete-Won/Lost if you're tracking win/loss rates). Thanks!

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How to work it is such an open-ended question. I'll give a brief overview here, but please consider contacting us directly for more info. Through our website (www.RFPMonkey.com) you can send a message, request a quick chat, or schedule a live demo. RFPMonkey is used to manage libraries of content (usually RFx content). Content is stored in Entries - each entry being a Question, Response, Comments, Author, Source, Category, Sub-category, etc. Your library would be composed of 100's or 1000's of entries. You can search the library directly, for specific words or phrases, or by entering whole questions RFPMonkey also tracks RFP meta data such as Due Date, Progress, Outcome, Team Assignments, etc. Within this section, you can load an inbound RFP and submit it, in bulk, to the search function. Then you review the suggestions for each question, and select your favorite (or override it if you want to.)

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Hi Sue! Great question! Please explore our help articles for tips on how to keep your content up to date. For a best practices meeting on how to do so, please reach out to your RFP360 Customer Success Consultant!

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