Coffee Chat: Templates & Formatting Part One

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 H

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

Helene H

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 H

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

Quick Links

Upcoming Events

Responsive On Tour NYC
This is no ordinary roadshow — it’s a full-throttle afternoon of expert keynotes, AI innovation, and high-voltage networking with the legends of bid and proposal. Get ready to: ✔️ Turn AI buzz into business results ✔️ See what’s new in the Responsive Platform ✔️ Connect with SRM visionaries and peers And the best part?…

View All

From the Blog

GRC software: What should I look for?
GRC software: What should I look for?
What Does a Knowledge Management Platform Do? | Responsive
What Does a Knowledge Management Platform Do? | Responsive
Responsive achieves ISO/IEC 42001 certification | Responsive
Responsive achieves ISO/IEC 42001 certification | Responsive