Start a new RFP

Starting an RFP is three moves: upload the file, check the questions that came out of it, then answer them.

You need write access to your account.

Upload the RFP

Go to RFPs and select New RFP.
Drag your file onto Drag and drop an RFP to get started, or select it from the file picker.

Excel (.xlsx) and Word (.docx) files are accepted, one at a time.

ResponseHub reads the file and extracts the questions it finds. The RFP appears in your list with its items once that finishes.

Check the questions before answering

The extraction pulls out everything that looks like a question, which usually means some tidying up. Two things are worth doing first, and both are much easier now than after every item has an answer:

Delete anything that isn’t a question. RFP documents carry instructions, section headers, and notes to the vendor. Those get extracted alongside the real questions and are not worth answering.

Switch off sync for anything you want to answer yourself. An item with Sync disabled is skipped by automatic answering and left for you. Use it for questions only a person can answer — pricing, named references, anything needing a commercial decision.

Every item shows its setting as Sync enabled or Sync disabled at the bottom of its answer. Select the badge to switch it.

Answer the questions

Select Answer all questions.
Confirm with Proceed.

ResponseHub answers every synced item from your knowledge base and your sources, and works through them in the background. Items you unsynced are left alone, and items you deleted are gone.

Once answering has run, each item can be reviewed, edited, and approved exactly as a questionnaire item is — see questionnaire items.

Next steps

What are RFPs?
Questionnaire items — reviewing and approving an answer