How to manage RFP's?

Learn how to edit, export and delete an RFP

1 minute to read

Edit an RFP

To edit an existing RFP, click the gear icon in the upper-right corner and then click Edit RFP to make your changes.

Export an RFP

To export your RFP to a spreadsheet, click the gear icon in the upper-right corner and then click Export RFP. The file will be downloaded to your pc and available to open using a spreadsheet application (eg. Microsoft Excel).

Delete an RFP

An RFP can be deleted by selecting the 3 dots next to it and choosing Delete RFP on the RFP you wish to remove.