Help Center
How can we help?
Find answers to common questions and jump to the resources that help your team get the most out of RFP Software.
Help Center FAQ
Common questions
Quick answers to the questions our team hears most.
Book a demo and our team will set you up with a workspace. From there, import your past proposals and completed questionnaires to build your knowledge base, invite your team, and produce your first grounded response — usually within days.
You can bulk-import past proposals and completed security questionnaires to instantly seed a searchable knowledge base of your best, already-approved answers. Curate and approve the imported set so future drafts start from trusted content.
RFP Software handles the formats RFPs actually arrive in — Word, Excel, PDF, and portal exports — including messy, spreadsheet-based questionnaires. Finished responses export back into the buyer's required format.
Admins can invite users and assign role-based permissions so each person sees and edits only what they should. Enterprise plans support single sign-on (SSO) and automated provisioning to manage access centrally.
Yes. Data is encrypted in transit and at rest, access is governed by role-based permissions, and every action is captured in exportable audit logs. See the Security page for full details.
Reach us through the Contact page and our team will get back to you, typically within one business day.
Still need a hand?
Our team is happy to help. Reach out and we’ll get back to you within one business day.