Can I upload an Excel sheet that includes drop-down options?

Oftentimes an RFP requires a variety of different types of answers. Text is the most common, but what about drop-down list options?

If you've been handed an Excel spreadsheet with a series of drop-down menu options, you can use the RFP360 template that's available to you to help you upload questions and even the drop-down options. 

For example, you can upload a Security Questionnaire that has text-based responses and various list options (like yes, no, meets, doesn't meet, future, not applicable). 

Note on limitations: There are many ways to create drop-down lists in Excel (technically part of cell Validation). If the validation options are saved in the cell, we can work with those. But if they reference another range, we cannot handle those. So it depends upon how your prospective client setup the validation rules (unfortunately). 

To Upload from Excel

1. Click on Add a section at the bottom of your page and select the Bulk Upload Sections option. 

2. If you've not created your spreadsheet yet and copy/pasted your Question and Answer pairs, you'll want to Download the blank spreadsheet template. 
NoteIf you've saved a template prior, you will need to replace it with the new one as of November 2016.

3. Copy and Paste your Questions in Column A, then populate Column B with the type of response such as list or text. 

4. Column C will be the corresponding list such as Yes/No or True/False to validate. 

There is also an Instructions tab on the template itself outlining this process. 

Don't know where to go to set up your "Data Validation" for Column C?  See these screenshots:

The Data Validation window looks like this.  Select List type from the drop-down menu, then enter your values, separated by commas.  As an example, Yes, No, NA. 

Setup List options inside RFP360

If you upload questions into RFP360 as text-type responses, don't worry. You can also setup list options at the Section and even at the Question level. 

In the Proposal Details page, you'll even see those lists on the right-hand side. So you can edit the options if necessary. 

Responding: Responding to RFPs

  1. I got an email invite to participate in an RFP. Now what?
  2. How do I assign the RFP to another person?
  3. How do I find my proposals?
  4. How do I decline an RFP Invitation?
  5. How do I assign tasks to my team?
  6. How do I answer questions in my RFP?
  7. How do I submit my proposal response to the Approver?
  8. How do I check the status of my Proposal?
  9. How do I format my responses in RFP360?
  10. How do I use search results from the knowledge library?
  11. How should knowledge library responses that are list response type come into my Outline response?
  12. Where is there Artificial Intelligence (AI) in RFP360?
  13. How do Key Phrases work within my Proposal Outline?
  14. Can I view my Key Phrases for a knowledge library record and change them?
  15. What is the difference between Question/Response tags and Question/Response Key Phrases?
  16. What are the workflow controls in a Proposal?
  17. Where is the history of my proposal drafts?
  18. How do I send a message to the RFP owner or a team member?
  19. How do I preview my Proposal?
  20. How do I submit my Proposal?
  21. How do I submit a proposal after the due date?
  22. Where is my Proposal?
  23. Where is the addendum published?
  24. Can I un-submit my Proposal?
  25. Can I copy the questionnaire (RFP, RFI, Profile)?
  26. Can I change my Point of Contact (POC)?
  27. Can I upload an Excel sheet that includes drop-down options?
  28. How do I skip an Optional Section?
  29. I need to add attachments to my responses. Where can I do that?
  30. How do I create a formatting style for a proposal export?
  31. We use our own templates. How will they work with the Styles option?

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