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Live Events

  • RFPIO Foundations

    Each path is purpose-built to help get you and your team up and running in RFPIO quickly and easily. Learn core concepts of the platform step by step.

    • Duration 2.1h
    • Rating 4.2
    • Intermediate

  • Enabling and Managing Intake

    Use the intake feature to enable sales and support teams to submit project requests to the RFP team for go/no-go decisions. In this video, learn how to enable, create, customize, and manage intakes.

    • Path
    • Duration 8m
    • Rating 5.0
    • Intermediate

  • User Management

    Anyone who responds to a prospect, customer, or client in your organization can benefit from RFPIO. Learn how to add new users, manage all users, and take advantage of the out-of-the-box roles.

    • Path
    • Duration 9m
    • Rating 4.0
    • Beginner

  • The New Projects Experience

    Learn about RFPIO's New Projects Experience and the important changes and improvements that are now available!

    • Duration 6m
    • Rating 4.0
    • Beginner

  • Introduction to Auto Respond

    The more you use Auto Respond, the less you have to complete manually. Learn the steps to setting it up properly, how to run it, best practices for the most effective results, and tips on filtering and review.

    • Path
    • Duration 7m
    • Beginner

  • Building the Answer Library

    The Answer Library is the foundation for your response management process. Learn to add content, import a basic historical document, and the basics of RFPIO’s content management framework. 

    • Path
    • Duration 19m
    • Rating 4.5
    • Beginner

  • Project Custom Fields

    In this course you'll learn all about project custom fields, how they can be created, the different types, and how they can be used to improve your response process.

    • Path
    • Duration 11m
    • Intermediate

  • Introduction to Response Templates

    Welcome to RFPIO's course on Response Templates. Here you will get an overview of Response Templates, how they are used, and how to create a basic template for your organization.

    • Path
    • Duration 14m
    • Intermediate

  • Introduction to Importing

    Learn the fundamentals of importing RFXs into RFPIO with a focus on configuring and importing projects.

    • Path
    • Duration 18m
    • Rating 5.0
    • Beginner

  • Overview of Project Settings

    Learn about all the controls and options available at the project level within project settings.

    • Path
    • Duration 7m
    • Rating 4.0
    • Beginner

  • Foundations of Content Management

    Enroll in this learning path and be guided step by step through the foundations of content management in RFPIO. You will learn how to start building, organizing, and maintaining your content for success.

    • Path
    • Duration 1.3h
    • Rating 4.7
    • Beginner

  • Overview of Project Details

    In this course, you'll get an in-depth look at project details and learn how to track important information related to your projects.

    • Path
    • Duration 5m
    • Beginner

  • Introduction to Section Templates

    Section Templates can be vital for an efficient response process.  In this course learn about what section templates are, how to create, leverage, and manage them across the platform.

    • Path
    • Duration 13m
    • Rating 4.0
    • Beginner

  • Foundations of Project Management

    Jump into this learning path to be guided step by step through the main features related to Project Management.

    • Path
    • Duration 55m
    • Rating 5.0
    • Intermediate