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Save time on RFPs with Docket
Save time on RFPs with Docket

Learn how to use Docket's RFP feature

Bobby Isac avatar
Written by Bobby Isac
Updated over a week 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 from the menu.

  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.

  5. Your RFP is now being filled out. Depending on the number of questions, this may take a few minutes. Once it is ready, you will get an email notification.

  6. Come back to Docket to view the RFP and export it. We append two additional columns to the end: "Reference documents" and "Confidence Score". You can remove these columns before you send it out.

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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