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1. After logging in, click on the "RFP MANAGER". 

2. Right Click on the grey bar of the company you want to Create RFP for. Next select "Create New RFP" 

3. Select your RFP template. 

You can use GBTA Full which contains all 716 GBTA Questions, and GBTA Short contains a subset of GBTA Full. While RateQuick contains all the Key Elements from the GBTA questions and is put into a one, single form. 

4. After selecting your template, choose your RFP Program Period and click confirm. 

5. You have now successfully created a new RFP.