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  1. Generating a Response Document

    Why Generate a Response Document?  Answer: Because the client will. An important step in responding to an RFP in DecisionDirector is to periodically generate and review any response document(s) that contain rich text response fields, like the...
  2. Collaborative Due Diligence with DecisionDirector

    The term " due diligence " refers to the reasonable steps that a prudent person or group would take to ensure that a future action would produce the desired results and not cause injury or harm. When procuring an enterprise software system...
  3. Attachments: Best Practices for RFP Responses

    DecisionDirector gives clients great control over many aspects of their RFP, including the collection of attachments. When configuring the RFP, clients specify for each question or requirement whether: Attachments are REQUIRED; Attachments are ...
  4. RFP Response How-To Videos

    For helpful how-to-videos, go to Responding to RFPs Videos .
  5. Pasting Response Content from a MS-Word Document

    Pasting Content from Word Might Present Challenges DecisionDirector's response editor supports pasting content from MS-Word and other text editors. Using the Paste from Word function is usually sufficient to provide a good result, one that appe...
  6. Resending and Extending Invitations to Bid Respondents (aka "Participants")

    It's True. Invitations Get Lost and Sometimes Even Expire But there is an easy fix for both situations. Bid Managers can resend invitations and can extend expired invitations. NOTE: The expiration date of an invitation is not (technically) r...
  7. Bid Reports and Extracts

    Bid Reports and Extracts DecisionDirector provides bid reports and extracts through the Reports/Extracts links found at the top of each document (and document section), as well as at the bottom of the list of documents in the Collaboration Su...
  8. Document Status

    DecisionDirector document status is important. Documents that are in an "In Progress" state can be edited, but cannot be selected for use in a collaborative activity until the status is set to "Final". Documents that are set...
  9. Content Editor Search and Replace

    The DecisionDirector Content Editor has Search and Search and Replace tools that make finding and replacing text powerful, fast, and easy. In this tutorial, we will go through a typical Search and Replace scenario. NOTE: The Search and R...
  10. Adding Documents to Activities

    This topic covers adding documents to activities. Accessing the Activity Workflow Step Page Editing the Activity Workflow Step ​ Reviewing the Activity Workflow Step Configuration ​ Adding A Document A...