Creating and Working on Projects
How to import and collaborate on RFPs & Security Questionnaires
By Nitzan and 4 others5 authors28 articles
- How to Create a Project in AutoRFPCreate a New Project for an RFP, DDQ or Security Questionnaire
- How to Create Confidential Projects in AutoRFPRestrict project visibility to authorized team members only for sensitive bids
- Confidential Projects: Limitations and Functionality GuideUnderstanding functional changes and security restrictions in confidential projects
- How to Create Multilingual Projects in AutoRFPWork in your preferred language and export in the customer's language
- How to Use the Project Analysis Tool in AutoRFPScreen new projects with AI-powered analysis before committing resources
- Advanced: How to Prompt the AI Project Analysis ToolThis guide provides insight in how to get the most out of the AutoRFP.ai AI Project Analyzer, your AI Go/No-Go Analysis.
- How to Use Response Tables in AutoRFPRespond to complex tabular requirements directly within customer table formats
- How to Use Horizontal Compliance Response ColumnsUse AutoRFP to Respond to Horizontal Compliance Columns
- How to use Horizontal Compliance Dropdowns in AutoRFPConfigure how AutoRFP.ai Utilizes Dropdowns and Table Columns to Further Enhance Response Capabilities
- How to Use Compliance Dropdowns in AutoRFPConfigure templated response options for compliance requirements in tables
- How to Mark Multi-Response RequirementsHandle requirements with multiple response cells in table formats
- How to Utilize the Trust & Feedback Scores in AutoRFPUse Trust Rankings and AI Feedback to improve response quality and prioritize reviews
- How to Use Sequential Reviews for Drafted ResponsesConfigure multi-reviewer approval workflows for response quality control
- How to Use Bulk AI Actions in AutoRFPEnhance multiple responses simultaneously with AI-powered editing tools
- How to Edit Project Inputs on a Live ProjectAdd files, modify selections, update content, and regenerate responses on active projects
- How to Use the Response Editor in AutoRFPUse advanced editing tools to create best-in-class responses
- How to Use Response Version History inside the Response EditorTrack, compare, and restore changes to responses
- How to Export Projects and Create Export TemplatesExport responses to customer formats or custom templates
- How to Troubleshoot File Import IssuesIdentify and resolve common problems when importing files into AutoRFP
- How to Use the Portal Agent in AutoRFPImport Requirements Directly from Online Portals into AutoRFP
- How to Manually Mark Column Headers in AutoRFPConfigure table headers for complex table layouts in the document importer
- How to Use the Agent in the Response EditorGet intelligent assistance with editing, research, and improvements for individual responses
- How to Use Compliance Group LabelsOrganise and identify your compliance dropdowns with custom group labels
- How to Use the Project Agent in AutoRFP.aiGet AI-powered help drafting, improving, and researching RFP responses directly inside your project
- How to Use Radio Buttons and Checkboxes in ResponsesMark and Manage Single Choice and Multi Choice Compliance Responses
- How to Use Export ApprovalControl when projects can be exported by requiring designated approvers to sign off before download
- How to Use Response PoliciesControl when responses lock, who can unsubmit, and who can unapprove — giving your organization tighter governance over the review workflow
- IntakesA lightweight triage step for new RFPs and security questionnaires, with AI auto-fill, Salesforce sync, and a simple Approve / Reject workflow.