Introduction to Importing
Learn the fundamentals of importing RFXs into RFPIO with a focus on configuring and importing projects.
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Learn the fundamentals of importing RFXs into RFPIO with a focus on configuring and importing projects.
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.
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.
Jump into this learning path to be guided step by step through the main features related to Project Management.
Learn about all the controls and options availableĀ at the project level within project settings.
In this course, you'll get an in-depth look at project detailsĀ and learn how to track important information related to your projects.
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 short video course, learn how to assign authors and reviewers within an RFPIO project.
In this quick video course learn the basics of answering questions within an RFPIO project.
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.
Learn about RFPIO's New Projects Experience and the important changes and improvements that are now available!