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Set the Ground for a Seamless RFP Experience
Set the Ground for a Seamless RFP Experience
Alex Martin-Rosset avatar
Written by Alex Martin-Rosset
Updated over a week ago

πŸ“š Before diving in, understand these key Perfway terms:

  • Affiliate Intelligence : Your central point after account creation. Here, you access market data and players, settings, launch and enter new available RFPs, then manage your active RFPs and gain actionable insights.

  • Space: This is where you bring your RFP to life! After choosing the right template, you can use it to create your first space. A place where your prospect are guided through their RFP journey from start to end. During the space creation, personalize it with your logo, specific questions, and tailored content. You can show or hide relevant content as you like.

  • Pages: The various parts of your RFP template. Use sections to organize information by topics like company overview, goals and objectives, required features, etc.

  • Blocks: The building blocks within each page. Choose from text, images, videos, embedded documents, Q&A blocks, and more. Easily rearrange elements for the perfect RFP flow.

Now that you understand the basics, you're ready to create your first RFP!

Want a deeper dive? Book a Perfway demo here.

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