Introduction to Importing
Learn the fundamentals of importing RFXs into RFPIO with a focus on configuring and importing projects.
Filter
Notice: Checking or unchecking a checkbox in this filter set will change the results list immediately.
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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.
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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.
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Foundations of Project Management
Jump into this learning path to be guided step by step through the main features related to Project Management.
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Overview of Project Settings
Learn about all the controls and options available at the project level within project settings.
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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.
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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.
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Microlearning: Assigning Author and Reviewer
In this short video course, learn how to assign authors and reviewers within an RFPIO project.
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Microlearning: Answering Questions
In this quick video course learn the basics of answering questions within an RFPIO project.
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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.
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The New Projects Experience
Learn about RFPIO's New Projects Experience and the important changes and improvements that are now available!
