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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eSignature Overview

Requesting signatures using eSignature

Self-Signing Documents Using eSignature

Signing Documents Using eSignature

Triggering eSignature from the Content Library

Triggering eSignature from projects

eSignature custom branding

Restricted access for Business Units

Working with Business Units

Changing Primary Business Units in bulk

Working with Project templates

Working with Custom Reports and Dashboards

Creating Top Custom Reports

Troubleshoot common Custom Report Builder issues, with the cause and fix for each

Troubleshooting Custom Reports

Setting up and using Content Library language translation

Setting Up Offline Library Language Translation

Using the Project Translation tool

Enabling the Do not Translate glossary

Using Ask

Ask Datasets

Frequently asked questions that can help users at a glance, including best practices, without referring to a step-by-step how-to article.

Ask FAQs

Setting Up AI Assistant

Using AI Assistant

Using Responsive's TRACE Score™

Using Agent Studio (EAP)

Enabling Answering Agent (EAP)

Using Answering Agent (EAP) in Ask

Using Executive Summary Agent (EAP)

Using Analysis Agent (EAP)

Using Answering Agent (EAP) in Slack (Responsive bot)

Using Fit Analysis Agent (EAP)

Using templates with Agent Studio

Viewing inline citations for AI-generated content

Marking Q&A pairs as verbatim

Setting up Responsive MCP server in Copilot Studio

Responsive MCP supported tools

Using ChatGPT with Responsive AI

Using Claude with Responsive AI

Responsive MCP Server FAQs

Specifying AI Draft answer modes

How Responsive AI handles formatting and styles

Working with response headers

Responsive AI FAQs

Diagnose and fix issues for Responsive AI