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Use the sidebar to manage your RFP pages
Use the sidebar to manage your RFP pages
Alex Martin-Rosset avatar
Written by Alex Martin-Rosset
Updated over 6 months ago

The sidebar: Your RFP editing hub to create outstanding spaces for your prospect.

Use the sidebar to customize your RFPs with ease. Here's what you can do:

  • Pages: Add new pages, edit existing ones, and control which pages your buyer sees.

  • Settings: Manage overall RFP information and sharing options.

  • Activity Feed: Track your prospect engagement in real time.

Click the corresponding icon to access the section you need.

Tailor your RFP with page visibility:

  • Page visible (toggle on): This page is visible to your prospect.

  • Page visible (toggle off): This page remains completely hidden.

Flexibly manage your RFP structure:

  • Add pages: Click "Add Page" in the sidebar.

  • Edit page details: Click the edit icon to adjust the title and visibility settings.

  • Reorder pages: Drag and drop pages in the sidebar to change their sequence.

  • Delete pages: Click the delete button next to the page name in the sidebar. (Warning: Deleted pages cannot be recovered.)

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