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Coffee Chat: Templates & Formatting Part One

Helene Halliday

Is your team looking to use a custom template in RFPIO or would you like to upgrade your existing template? Check out Templates and Formatting 1.0 (of a three-part series).

Senior Enterprise CSM (and former customer!), @Tara Kolinsky, discusses:

5:15 Response Template Content
6:56 Creating Styles
15:32 Template Creation
30:33 Loading Template into RFPIO
32:58 Answer Style Tips
41:59 Exporting Template
3:25 Styles Basics

Does your team have tips and tricks for response templates? Let's continue the conversation in the comments 👇️

Templates and Formatting Coffee Chat .pdf

Eager for more? Register for Templates and Formating 2.0 on September 20 at 9:30 AM PT!

https://rfpio.vanillacommunities.com/events/31-templates-and-formatting-2-0-coffee-chat

Formatting

Templates

Project: Export

Coffee Chat

Comments

George Karanikos

Brilliant session guys, I learnt a lot about a topic I thought I understood well.

@Tara Kolinsky, you made a difficult topic easy to follow and understand. Great job!

I always walk away from these chats learning something new, so thank you and keep them coming.

Regards,

George

Kate Bloom

Great session! Where can we access the recording?

Thanks,

Kate

Helene Halliday

@Kate Bloom the recording is linked above or you can access here: https://vimeo.com/830647927/64a5549c58?share=copy

Helene Halliday

Don't forget to register for Templates + Formatting 2.0 on September 20th below! @Tara Kolinsky will be elaborating on the foundations set in 1.0 in this Advanced Series!

https://rfpio.vanillacommunities.com/events/31-templates-and-formatting-2-0-coffee-chat

Stephanie Damgaard

Just watching this now! At 35:10 Tara references "loading styles into RFPIO" - does anyone know where this article is in the help center? I can't seem to find it anywhere.

Helene Halliday

@Stephanie Damgaard I believe this article is what you are looking for!

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