Coffee Chat | Proactive Proposals in Action

As we bring our Proposal Builder 1.0 series to a close, we present an illustrative demonstration of a fully assembled proposal, harnessing the power of Response Templates, Section Templates, and Catalogs. Additionally, we guide you through the available resources and educational materials, empowering you to craft dynamic proposals seamlessly within the context of your organizational framework.

Follow the steps to create your own Project via Proposal Builder!

Step 1: Create a Proposal Builder Type (11:04)
Step 2: Create a Response Template (15:18)
Step 3: Create Section Templates (18:56)
Step 4: Create Catalogs (21:45)
Step 5: Create a Proposal Builder Group (24:14)

Continue the conversation about proactive proposals in the Community to collaborate and strategize with other Responsive users!

coffee-chat-proactive-proposals-in-action.pdf

proposal builder

proactive proposal

Coffee Chat

Comments

Helene H

I've attached some example Response Templates from our Demo instance for inspiration!

RFPIO_Corporate_Template.docx

Responsive_Basic_Template.docx

RFPIO_Proactive_Template.docx

Doug Zagami

@Helene Halliday , I don't see a "share" option on this page. Am I blind? I see one on the university class page. I would like to be able to share these discussions as well.

Helene H

@Doug Zagami If you click "Share", you will be able to share the link to your team, however, they will need to have access to the University in order to view! As long as they are a user in the tool, they will be able to access the university!

Let me know if you have a specific use case I can assist with :)

Doug Zagami

I mean I don't see a share option on this community post (top of this page) like the one offered in the example I shared.

Helene H

Ahh, I typically tend to share the URL when sharing Community posts.

@Susanne confirming there isn't a way to "Share" Community threads?

Susanne Taylor

@Helene Halliday and @Doug Zagami the best way to share through the Community is to tag the person you want to see the post. This way the discussions and information shared by everyone stays in one centralized place and visible only to Community members. Hope this answers your question. If not, let me know.

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