AutoRFP makes it easy to export your responses directly into your existing templates or the customer's original format.
How It Works
Add placeholders to your existing template(s).
AutoRFP recognizes these placeholders and inserts your responses accordingly.
The rest of your template remains unchanged.
Creating a Response Template
Start with your existing proposal or questionnaire response template.
Add the following placeholders where you want your responses to appear:
[Section][Subsection][Requirement][Response]
Style each placeholder using the formatting you want for that type of content.
Upload Your Template
Go to Organization -> Export Settings.
Click the "Create New" button.
Give your template a name, optionally a description and upload the file created in the previous steps and you're good to go!
Using your Template
Once your template is created, you'll be able to select it whenever you are exporting responses from a file that was imported as a PDF. As show below you will have the option to use your template(s) or the customer's original format.
Updating the Table of Contents
Add a Table of Contents to your Document if you don't already have one.
Ensure each placeholder is in a paragraph with the appropriate style (e.g.,
[Section]in 'Heading 1').
After exporting, right-click on the table of contents and select "Update Field" to refresh it.
Additional Features
AutoRFP can also replace the following placeholders:
[Customer Name]: Replaced with the customers name[Project Name]: Replaced with the current project name[Date]: Replaced with the export date
You can find an example proposal template attached below.