How do I create Sections and Questions in an RFP?

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. 

Examples of sections we see created by customers for you to consider include:
  • General Overview
  • About Us
  • About the Project
  • Legal Terms
  • Our Process
  • Scope of Services
  • Technical Requirements
  • Business Requirements
** Important Note**: This article is on how to create Sections one-by-one manually. If you'd prefer to create the entire project at once, you can upload everything with the Excel upload template. Please read this article for details. 

Before I get started, what do Sections/Sub-sections contain?

- An Overview (optional rich-text for your respondents to learn more)
- Questions (where you'll prompt vendors to enter responses)
- Section Weight (for the calculation of weighting scoring)
Helpful information provided in the Section Overview isn't restricted to text only and can also include images, videos, and attachments. 

To begin adding a section to the Library, simply review the quick video below, or skip past the recording to read step-by-step instructions with screenshots.



To begin, navigate to the Library via the left-hand toolbar. Drop down and select Sections.
Click on New Section Template. You will add the section template name. The description and tags are optional. Once you are satisfied with the information entered, click Create Section Template.




You will then create the section name. 

Section overview is below the section name, and important to utilize if you are attaching documents, or images, for vendors to open prior to responding to the question(s). 

To the right, you will notice a point value of 0-100. 100 being the highest priority to assign to the section. Weighted scoring is a valuable asset to the RFP to help you during the bidding process.

You can then "Add Question" with the drop-down with the options of 1,5, or 10 questions. You can modify the question amount after adding the questions.




Each question has a point value of 0-5. 5 being the highest priority for each question. Additionally, you can modify the response type by dropping down from text, which is the default response, to other options. You can also update vendor or scoring help text, and add tags. Make sure to update the question if modifying the question. 

Lastly, you are able to click on details, or preview, in the top right corner to amend the details for the section, or see what the section will look like for your vendors.



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