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Save time on RFPs with Docket

Learn how to use Docket's RFP feature

Bobby Isac avatar
Written by Bobby Isac
Updated over 3 months ago

Typically, RFPs and Security Questionnaires take multiple weeks to get filled out. You can use Docket and save upto 80% of your time. Here's how.

  1. Login to Docket here.

  2. Navigate to RFPs.


  3. Upload an RFP document. We support .xlsx files at the moment. If you have a Google Sheet, you can download it as an Excel file and upload it to Docket.

  4. Map the fields for questions and answers and click on Generate. You can skip a sheet(s) by unchecking the checkbox to the left of the sheet. You can also customize the sources to be used for answering.


  5. Your RFP is now being filled out. Here are a few actions you can take at this point:

    1. Share the link with a colleague for collaborating on the RFP.

    2. Review and edit the answers given by Docket.

    3. Select an answer cell or a group of cells and prompt Docket to modify the answer. You can also give additional context for the question, in the prompt.

    4. Export the RFP.



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Here a short video demo of our RFP feature:

Have questions?

For any further assistance or troubleshooting, please reach out to our customer support team at [email protected].

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