In this three-part series, CSMs Brandon and James will share everything you need to know about successfully developing Response Templates. After you’ve watched all three of the 10-minute sessions (released weekly), you’ll be able to confidently condition, import, and export a Response Template. Let’s get started!
Session 1: Layouts and Styles
What is a response template? How do you use it? This session answers all your questions as Brandon and James walk you through the basics of design, layout, content types, and styling.
Session 2: Importing
Master the art of importing your template from Microsoft Word into RFPIO! Brandon and James share mapping styles and strategies for success.
Session 3: Exporting
Export your Response Template from RFPIO back into Word like a pro. Brandon and James will explain methods for cleaning up your exported template—and steps for troubleshooting when things don’t go as planned.