Project Mangers / Collaborators

This is a guide that takes you through all the steps of drafting, getting approvals, posting, and evaluating a solicitation.

Liam Dorpalen avatar Turmunkh Zorigt avatar Thao Hill avatar
22 articles in this collection
Written by Liam Dorpalen, Turmunkh Zorigt, and Thao Hill
Draft Your Project

Section Numbering

Numbering Sections and Subsections is automated by your template!
Thao Hill avatar
Written by Thao Hill
Updated over a week ago

Inviting collaborators to your project

Learn how to invite users to view or edit your project
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

Using the scope of work library

Learn how to write RFPs faster by importing previously written scopes of work
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

Using the scope of work library (video version)

Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

Uploading documents to sections in your project

Learn how to upload documents to the scope of work, pricing, and evaluation section of your project
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

Tips for Building a Scope of Work

This is the same language found in the tutorial within the scope building tool
Thao Hill avatar
Written by Thao Hill
Updated over a week ago

Drafting a Vendor Questionnaire

Vendor Questionnaires allow your agency to design an intuitive vendor response experience that's similar to answering a survey!
Thao Hill avatar
Written by Thao Hill
Updated over a week ago

Completing the How to Respond section

Learn how to fill out the proposal section of your project.
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

Adding vendor background questions

Learn how to add questions on the vendor's background or position as an organization
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

Creating a pricing table

Guide to going through all the steps of making a pricing table
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

Changing your pricing table's title, description, or options

How to edit your table's title, description, or options after you've made the table
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

Deleting your pricing table

How to delete your pricing table
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

Filling out the general evaluation section

Learn how to fill out the general evaluation section and add criteria
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

Previewing your document

This guide shows you how to preview your document
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago