How do I create Sections and Questions in an RFP?

When you are creating an RFP, you can create categories of Sections to hold your Questions. Common types of sections might be:
  • General Overview
  • About Us
  • About the Project
  • Legal Terms
  • Our Process
  • Scope of Services
  • Technical Requirements
  • Business Requirements

Sections or Sub-Sections

A section contains:
  1. A Title
  2. An Overview (read-only text for your vendors to read)
  3. Questions (where you'll prompt vendors to enter responses)
  4. Section Weight (for the calculation of weighting scoring)
When you craft your Section, if you want responses, you'll have to create Questions. Question get responses. Anything in the Section Overview is just helpful information for your respondents to read. But you can enter text, embed images and videos, and attach files. 

The button to Add a Section is at the lower left-hand side of the navigation panel in your RFP. You can move Sections around by grabbing the section number and moving it up or down in order. 

**Important Note** this article is on how to create one Section manually at a time.  If you'd prefer to create the whole RFP or Profile at once you can upload everything with the Excel upload template.  Please read this article for details. 


Next a page will open and you get to select how you want to Create your Section or Sub-Section and where in the order. 





Questions

A question contains:
  1. The Question itself (or a statement...it doesn't have to be a question with a question-mark of course). 
  2. A response type. The default is text, but you can ask for a number, a selection from a custom drop-down, a multi-select list, slider scale, date picker, or file attachment. You can even specify if you want to allow optional comments or not. 
  3. Question Priority. Also known as weight, you can specify the weight an individual Question has relative to the others in that Section. The default weight is 3, and you can bump this up or down. 
The button to Add Question is below a Section Overview. You can create a Question one at a time, or in groups (using the drop-down option). You can even upload Questions in bulk if you have many of them (like with requirements). 







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