How to Create an RFP on the Dashboard:
Once you are on the RFP dashboard, click the "Create RFP" button in the upper right corner of your dashboard. You will be presented with two options when creating an RFP: using an RFP template or starting with a new RFP.
Option 1: Using a Template
Select the template from the drop-down menu if an RFP template is saved in your planner toolbox. You can specify certain information from the RFP template you want to include in your new RFP. This will automatically populate the RFP with the information from your template. Click "Create," and your new RFP will be created.
Option 2: Starting with a new RFP
If you do not have a template or prefer to start from scratch, select the "New RFP" option and click "Create." This will open a blank RFP for you to complete.
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