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Project Template Reporting
Our organization has been building project templates as a way to help streamline project onboarding and to help with unsolicited responses. We can see a used count overall under Project Templates for how many times the project is used, but we lack insight into who is using and what they are using it for. I don't know if…
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Manual Sections Correction
I imported an RFI and RFPIO created auto subsections with numbering that doesn't match the RFI outline. I noticed that I can edit question numbering, but not section number. Also, when I changed the numbering on questions to manual, it does not allow me to export into my company template. How do I edit section numbering?…
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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…
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Response Templates and Formatting 2.0 | Coffee Chat 9.20.23
Are you and your team interested in enhancing your current Response Template? Explore Templates & Formatting 2.0, part of a three-part series, where we delve into best practices for effectively utilizing character styles, list styles, and tables. Tip: Check out Templates + Formatting 1.0 before reviewing the second…
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Need a Winning Template
Hello, we need to level up our template. It's old and my boss is really into the aesthetics of the RFP. I'd appreciate hearing from you all about your 'best in class' templates. If you'd be willing to share what you're template looks like that would be great. (See our current one here.) Pls share what you've learned, what…