Save as PDF

Editing Proposals and Adding Attachments

Overview

You can edit the proposal after it has been built in the following ways.

  • Edit Proposal on Responsive
  • Edit in Word Online

Select the applicable tab for your edition of Responsive.

  • Editing Proposals

    To make changes to the proposal, click Edit Proposal. Saving the proposal after updating it will create a new version, which you can view from the drop-down menu.

    PB - Edit Proposal.png

    Note:

    • The version details are indicated on the Active tab of the Proposal list page.
    • A new version is created only when changes are made. Updating the Proposal Name, Description, or Tags, will not create new versions.
    • There is no limit on the number of versions you can create.
    • Older versions of the proposal are view only and cannot be edited/modified.

    Edit in Word Online

    To make edits to the proposal using Microsoft Word Online, click Edit in Word Online. Any changes you make to the proposal will be visible when you return after closing the Word Online window.

    PB - Edit in Word Online.png

    Editing is indicated as shown, when the proposal is being edited in Word Online. Hovering over the indicator displays the users who are currently editing the document.

    PB - Editing Indication.png

    Add Attachments

    You can choose to attach files to the proposal that you intend to share.

    To include files with the proposal, switch to the Attachment tab and click Attach file to upload the document. You can upload files from your computer or the Document Library.

    PB - Add Attachments.png

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Editing Proposals

    To make changes to the proposal, click Edit Proposal. Saving the proposal after updating it will create a new version, which you can view from the drop-down menu.

    PB - Edit Proposal.png

    Note:

    • The version details are indicated on the Active tab of the Proposal list page.
    • A new version is created only when changes are made. Updating the Proposal Name, Description, or Tags, will not create new versions.
    • There is no limit on the number of versions you can create.
    • Older versions of the proposal are view only and cannot be edited/modified.

    Edit in Word Online

    To make edits to the proposal using Microsoft Word Online, click Edit in Word Online. Any changes you make to the proposal will be visible when you return after closing the Word Online window.

    PB - Edit in Word Online.png

    Editing is indicated as shown, when the proposal is being edited in Word Online. Hovering over the indicator displays the users who are currently editing the document.

    PB - Editing Indication.png

    Add Attachments

    You can choose to attach files to the proposal that you intend to share.

    To include files with the proposal, switch to the Attachment tab and click Attach file to upload the document. You can upload files from your computer or the Document Library.

    PB - Add Attachments.png

Was this article helpful?

/