How to Manage RFP Settings & Templates

To access the RFP Settings:

1. Click "Settings"

2. Click "Customisation"

3. Click "RFP"

The RFP screen has 5 tabs:

1. Milestones
2. Selection Criteria
3. Export History
   
4. Layout Library
   
5. Templates Library
   

I) MILESTONES:

Here you can manage the RFP milestones:

To add a new milestone, type the milestone and click "Add":

The new milestone is added to the list:

To delete a milestone, click "Delete"

The milestone is removed.

II) SELECTION CRITERIA:

Here you can manage the selections criteria for the RFP:

To add a new selection criteria, type it and click "Add":

The new milestones is added to the list:

To delete a selection criteria, click "Delete"

The criteria is removed from the list:

III) EXPORT HISTORY:

Here you can set the number of pdfs you can create for one RFP. Beyond that you need to delete one to add one. Set the desired number and click "Save":

IV) LAYOUT LIBRARY:

Here you can manage your RFP's layouts. You can have several different layouts.

To add a new layout, click " Add Layout". You have the option to choose between creating a new layout from scratch or create based on a existing RFP:

a) Create new layout

1. Click "Add Layout"

2. Click "Create new layout"

3. Enter Template Name

4. Select Template Language

5. Enter the "Cover Page Content"

6. Enter the Header Content

7. Type the Footer Content

8. When you're done, click "Save"

The new template is added successfully

b) Create from existing RFP

Choose a template to copy from the list:

On the right side of the layout list you have the option to edit, clone or delete an existing template. 

1) Edit 

Click "Edit"

Change any information you want. In this example I changed the name of the layout:

When you finished the modifications, click "Update"

The templated was updated:

2) Copy

You can use the copy to create a new template based on another one:

A new template "RFP Layout 2023 - Edited_copy" is created:

You can edit this new template and described above.

3) Delete

Click delete to remove a layout:

A confirmation popup will show:

The layout was removed:

V) TEMPLATES LIBRARY:

Here you can manage your RFP  content templates. 

To add a new template, click "Add Template". You have the option to choose between creating a new template from scratch or create based on a existing RFP:

a) Create new template

When creating a new template form scratch you need to enter the Template name, choose the template language, enter the Project Overview, ...

Background (Company Overview, Level 2 Overview, Strategic Ambition):

Context (Rationale, Rationale, What has been done, Support required, Key questions, Expected benefits)

Scope & Deliverables (Objective(s), Scope, Expected Deliverables) 

Other Requirements (Team Set-up)

Proposal Content (Expected Proposal Content, References & Expertise, Fees & Workload)

RFP Process (Eligibility & Qualifications, Q&A, Other Questions)

After you finished click " Save" 

b) Create from existing RFP

Choose a template to copy from the list:

On the right side of the layout list you have the option to edit, clone or delete an existing template. 

1) Edit 

Click "Edit"

Change any information you want. In this example I changed the name of the Template:

When you finished the modifications, click "Update"

The templated was updated:

2) Copy

You can use the copy to create a new template based on another one:

A new template "Multimodal RFP Template - Edited_copy" is created:

3) Delete

Click delete to remove a layout:

A confirmation popup will show:

The layout was removed:

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