Let's dive into setting up AutoRFP.ai so you can start getting the most out of the system. Once you have activated your platform, you are welcome to start working. Here’s your 3-step guide to getting started.
Step 1: Gather Content
Library Responses, RFP's, Additional Documentation
Library responses would be a master list of questions and answers about your business which will provide a strong base of answers for future projects.
Round up 3-5 RFPs you’ve responded to. We recommend Quality over Quantity to ensure you provide accurate and winning content.
Documentation might include things like your standard operating procedures, policies, overviews, and other tertiary information about your company. Documentation can be sourced from your local drive, integrated drives, or URL's.
Supported document formats: CSV, .xlsx, PDF, or .docx
Find more details on best practices for content selection here.
Step 2: Upload Content
Upload your content using the "Add Content" function. Follow the prompts to complete your upload(s). Refer to Importing Content article for detailed instructions.
Step 3: Start Your First Project
Creating your First Project
Create your first Project by clicking Create Project on the dashboard. Refer to Creating a Project article for detailed instructions.
Onboarding and Training
During the first 30 days our goal is to provide all the resources and training you need to successfully adopt AutoRFP. A member of our team will organize a Kick-off call with your champions and identify any next steps. Once your team is onboarded, you can contact support or reach out to your Account Manager for periodic reviews or consultation.
Support
Thanks for choosing AutoRFP.ai! If you have any questions or hiccups, just let us know via support chat or at [email protected]. Additionally you can find more helpful articles like this in our Learning Center.