User Management (Classic)
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.
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.
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.
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.
Start here to learn all about building, organizing, and maintaining the Content Library.
In this quick video course, learn how to utilize the advanced search tool within the Answer Library.
This learning path is our latest guide through the main features related to Project Management. Start here to learn about the entire project lifecycle.
Section Templates can beĀ vital for an efficient response process.Ā In this course learn about what section templates are, how to create, leverage, and manageĀ themĀ across the platform.
In this short video course, learn how to assign authors and reviewers within an RFPIO project.
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.
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.
In this course, you'll get an in-depth look at project detailsĀ and learn how to track important information related to your projects.
Learn about all the controls and options availableĀ at the project level within project settings.
In this course, you'll learn about the settings available at the organization level in RFPIO.
The New App Framework has arrived, featuring enhancements to global navigation components like the app switcher, simplified menus, and page footer. These changes result in a cleaner, more streamlined UI, allowing for more content space and consistent navigation.
Jump into this learning path to be guided step by step through the main features related to Project Management.
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.
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.
In this quick video course learn the basics of answering questions within an RFPIO project.
Learn the fundamentals of importing RFXs into RFPIO with a focus on configuring and importing projects.