Learn how to use Responsive for RFPs, proposals, security questionnaires, content management, integrations, and reporting. Find guides and troubleshooting help.

Responsive Help Center | Guides, FAQs & Support

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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.

Reports

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.

Responsive Academy

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Reassigning individual questions

Assigning sections and questions to guest users

Responding to your assigned questions

Marking projects as complete

Using AI Draft

Improving AI Draft responses

Moving questions across sections

Using comments to collaborate

Using clarifications in projects

Saving Q&A content to the Content Library from projects

Reopening completed sections

Managing project documents

Indicating sub-questions within a project

Filtering questions by specific authors

Filtering questions and answers within projects

Filtering projects

Editing project details

Editing answer types

Assigning reviewers to questions within sections

Adding questions to sections

Assigning reviewers to sections

Marking sections as complete

Reassigning sections and questions to guest users

Applying star ratings to Q&A Pairs in projects

Deleting tasks

Marking sections as private

Assigning authors to sections

How to tell which answers are from the Answer Library and which are from Auto-Respond

Reordering questions in a section

Restoring deleted sections within projects

Retaining section numbers within projects

Setting privacy settings for specific questions in projects

Setting up default authors and reviewers

Updating the project stages

Updating section due dates

Using default values to create projects

Using images in responses

Using the annotation feature in responses

Using the Auto-Respond feature

Auditing answers

Bulk assigning sections and questions to project members

Bulk answering questions within sections

Attaching documents to responses in projects

Assigning the project primary contact

Assigning tags to questions

Assigning authors to questions within sections

Setting up and using Grid view

Viewing all questions in List view

Viewing assigned questions

Viewing project activities

Auto-Identifying questions during import

Sharing exported response packages with guest users

Auto-Identifying drop-downs in Excel

Configuring multi-column dropdowns in Excel

Consolidating PowerPoint presentations during export

Editing import configurations for new projects

Editing import files

Exporting responses for Response Projects

Import cheat sheet

Importing and mapping Microsoft Excel files

Merging questions in projects

Defining content as a description, help text or label when configuring documents

Importing multiple documents to a project

Listing Excel tabs as sections

Mapping checkboxes in Microsoft Word documents

Mapping tables in Microsoft Word documents

Preparing content for import

Removing parent question Response fields

Troubleshoot common Response Projects , Import and Export issues, with the cause and fix for each

Troubleshooting Response Projects

Updating source files

Using auto-identification with Microsoft Excel imports

Using split text

Using the Apply to Other Sheets feature when importing Excel spreadsheets

Using checkboxes as answer types in Excel

Using drop-downs as answer types in Excel

Using multi-column dropdowns as answer types in Excel

Using multi-column radio buttons as answer types in Excel

Using radio buttons as answer types in Excel

Adding additional questionnaires to active projects

Importing and mapping Microsoft Word and PDF documents

Import mapping options

Working with password-protected files

Working with Response templates

Using standard Excel response templates (SIG, CAiQ, CORL, ePSA, HECVAT, and JAGGAER)

Using standard Word response templates (ILPA DDQ and Proposal Tech)

Working with Intake Surveys

Enabling, creating, and managing Intakes

Managing clarifications and messages

Accepting addendums

Submitting issued projects

Raising clarifications

Viewing addendums

Is Auto-Respond restricted by role?

On Project reopening, will the Q&A pairs be updated or duplicated in the Library?

What add-on features and integrations are available for Responsive?

What formatting toolbars are available when answering questions?

Why is my modified description not exporting?

Can I export a project to a PDF?

How does changing the project stage to Completed differ from moving a project to Completed?

Help Center

Help Center

Response Projects

Projects

Import and export

Response templates

Intake management

Issued Projects

Project management FAQs