Below is the suggested order for maximum efficiency for the Excel RFP Import:
- Ignore (Helpful)
- Make Section (Optional) - If not chosen it defaults to Sheet name
- Make Question (Needed)
- A. Make Response - Manual (see additional notes below)
B. Make Response - Knowledge Response (only 1 per question, see additional notes below) NOTE: If you do not include a A. or B. Responses, then none of your responses will be exported out into the Original Excel workbook. Your responses will be blank.
- Clear Selection (Helpful)
- Make Header (Helpful)
- Import Proposal button OR Choose Next Sheet From Drop-Down
In further detail:
1. Clear Selection
To be used to clear or “Undo” any selection made.Whenever the wrong selection is made before Import, a simple right click to Clear Selection can reset the cell, row or column for you. You cannot utilize Clear Selection over already imported cells (designated by locked icon). The only way to undo selections after that is to Delete the Questions/Sections from the Outline itself.
Used when cells need to be skipped or ignored and left out of the Import.When a spreadsheet has additional read-only information at the top of the sheet, or cells spread throughout the workbook that are only informational and don't need to be imported, the Ignore option helps you "cherry pick" them quickly and omit them from the import. This is helpful before bulk attributing cells/columns.
3. Make Section (only one section allowed per row)
Indicates the section that will be created in the Proposal. Sections may also be listed in the Sheet(s) drop-down menu in the upper left-hand corner of the Import page.Right-click the full column (ex: A, B, C...) where Sections are located on the spreadsheet and choose Make Section. If there are blank cells or questions in the surrounding cells between Sections, we suggest going through individually and selecting them.
4. Make Question (only one question allowed per row)
Indicates the cell or column locations of manually entered responses and drop-down lists.If your spreadsheet or tab in a larger workbook contains a whole group of drop-down lists, you'll use this option. Likewise, if you're going to be manually entering new answers "from scratch" and NOT using your knowledge library, select this option. If your drop-down answers are intermingled with some text answers here and there in your Section, you will need to individually select these cells as well.
5.B. Make Response- Knowledge
6. Make Header
Used to indicate cell or column locations of any headers your spreadsheet may contain.If the spreadsheet you are importing has dedicated, more elaborate headers, then they can be identified by either clicking on a whole row at a time or on the individual cells.