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Setting up and using Proposal Builder on Salesforce (Classic)

Learn how to set up your account, navigate key features, and understand the core tools that help you build, collaborate, and manage responses efficiently.

Getting started

Discover how to build, organize, and maintain a high-quality content library. This section covers best practices, tools, and workflows to help teams manage responses efficiently, ensure accuracy, and keep content up to date.

Content management

Find everything you need to set up and manage your organization covering topics such as new admin onboarding, configuring organization-wide settings, defining custom roles and permissions, and managing users.

Administration

Find guides on how to generate, interpret, and act on various reports such as project-level summaries, content usage metrics, user activity logs, and login data.

Reporting

Discover how Guided Projects streamline complex responses with structured, AI-powered workflows. This section walks you through creating, managing, and completing projects step-by-step—helping teams work faster, stay aligned, and deliver consistent, high-quality results.

Guided Projects

This section guides you through creating projects, collaborating with teammates, tracking progress, and delivering high-quality responses efficiently.

Response Projects

Direct access to your trusted Responsive Content Library from Microsoft, Google, Slack, and more. Using Responsive AI, LookUp allows you to deliver bespoke responses for every RFx, security questionnaire, or client follow-up directly from within your existing workflows.

LookUp

Manage your personal settings and preferences in one place. Learn how to update your profile details, adjust notifications, configure security settings, and tailor your experience to get the most out of the platform.

Trust Center

Learn how to create polished, professional proposals with ease. This section guides you through building, customizing, and collaborating on proposals using Responsive’s intuitive tools helping you deliver accurate, consistent content every time.

Proposal Builder

Empower response teams to quickly determine whether RFPs with extensive requirements are the right fit for your company.

Requirements Analysis

Explore how to create, manage, and complete RFPs and other request-driven workflows. This section provides guidance on organizing tasks, collaborating with team members, and streamlining each step to deliver accurate, timely responses.

Request Projects

This section highlights available add-ons from eSignatures and AI tools to analytics and language services and shows you how to enable and use them to extend your platform’s capabilities.

Platform add-ons

Connect Responsive with the tools your team already uses. This section covers how to set up and manage integrations, streamline workflows, sync data, and enhance collaboration across your broader tech stack.

Integrations

Resource for proven strategies and insights to get the most out of the platform. Browse through articles that highlight top approaches, real-world workflows, and expert tips to help maximize efficiency, consistency, and success.

Best practices

Explore curated learning paths, role-based courses, and self-paced modules to deepen your expertise and get the most out of the platform.