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I wanted to start a discussion about "Proposal Builder" and hear about your experiences with it. Whether you have used it for an actual proposal or just setting it up. I would like to hear your tips and best practices.
Hi @Per-Theodor Hauan - great timing!
Our Q3 Coffee Chats are focused on Proposal Builder - with our Kickoff focused on an overview of the Proposal Builder + hearing from other users! You can register for the event on August 2nd at 9:30 AM PT to attend live or receive the recording/slide deck after.
Following this discussion and registered for the coffee chat! We have been thinking of implementing this for a while, but need a refresher on all the details.
@Beth_B Yes! All the coffee chat events for Q3 are areas of the tool that are needed for Proactive Proposals. So we will start with an overview of Proactive Proposals/use cases, and then discuss section templates, catalogs, and SFDC (optional for Proactive Proposals). We also are continuing our formatting series too to supplement, as having a working template is essential!
Build confidence managing every stage of a response project This session helps new or returning Responsive users understand how the project lifecycle works from upload to export. Through an interactive format, you’ll learn how to bring documents into Responsive, map and structure them, collaborate with Authors and…
Are you based in Chicago or the surrounding area? Well, lucky you! Responsive is bringing our next On Tour event to the Windy City on September 24th, 2026. So what's On Tour? It's a free, half-day event bringing the bid and proposal community together for connection, collaboration, and hands-on learning, helping teams…
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