Project Mangers

This is a guide covers how to use the tool form a department's perspective.

Liam Dorpalen avatar Turmunkh Zorigt avatar Thao Hill avatar
27 articles in this collection
Written by Liam Dorpalen, Turmunkh Zorigt, and Thao Hill
Draft Your Solicitation Document

First steps of creating a solicitation

Getting started with creating a project
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

The life cycle of a solicitation document

Information on the different stages of a project
Turmunkh Zorigt avatar
Written by Turmunkh Zorigt
Updated over a week ago

Filling out the Introduction section

Guide to completing the introduction section of your project
Thao Hill avatar
Written by Thao Hill
Updated over a week ago

Drafting the Evaluation Criteria Section

If your Template has an Evaluation Criteria Section, follow these instructions
Thao Hill avatar
Written by Thao Hill
Updated over a week ago

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
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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
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Written by Turmunkh Zorigt
Updated over a week ago

Deleting your pricing table

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

Submitting your project for review

Learn how to submit your project for review after filling out the required sections
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Written by Turmunkh Zorigt
Updated over a week ago

Finalizing Options

When you are in between Completing Reviews and Posting it to the Public
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Written by Turmunkh Zorigt
Updated over a week ago

Exporting your document

Learn how to export your document
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Written by Turmunkh Zorigt
Updated over a week ago