Response360 users can utilize the External RFPs & DDQs Module to digitize questionnaires from various formats such as Word, PDF, and Excel. Once imported, questionnaires can be answered by permitted users. This article covers manually answering imported questionnaires in the platform. To learn about answering questionnaires with Smart Response, please see our full help article:
Please also see our full help article on Adding & Managing Questionnaires:
Note: This feature is not available by default. If interested, please reach out to your Account Manager or contact Support.
This article covers the following topics:
Click on the name of an In Progress questionnaire you intend to answer as shown below.
Alternatively, click on the 3 dots icon in the Actions column and select the View Questionnaire option as shown below.
Questions can be answered from individual question cards or sequentially from the Add Response boxes.
Note: To learn more about answer questionnaire options and filters, please see our full help article:
-
From the Answering Screen, click on the Question Card you intend to answer as shown below.
-
In the question card, enter your response in the Answer box as shown below.
-
In a question card, you can optionally add reference documents by selecting the Add Document button and entering additional text in the Notes box as shown below.
-
To view the question history, click the History icon as shown below.
-
To compare previous answers, click the Compare Answer button as shown below.
Click on the entry on the left-hand side of the Compare Answer window to view each entry:
-
To learn more about Assigning Questions in External RFPs & DDQs, please view our full help article:
-
Once all answers have been provided, click the Complete button as shown below.
-
In the Complete Questionnaire Window, enter a date in the Date Submitted to Partner dropdown and an optional message in the Message to Collaborators box. Click the Complete button to confirm.
Note:
-
The questionnaire will move to a Completed status and can no longer be amended until reopened.
-
When completing a questionnaire, users will be given the option to update their Answer Library with the answers provided in the questionnaire.
To learn more about updating the Answer Library from completed questionnaires, please review the following article:
-
If any updates need to be made to a completed questionnaire, users can reopen the questionnaire to make the required updates.