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 does 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. 

How do I add a Section?

The button to Add a Section is in the lower left-hand side of the navigation panel in your RFP:

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

Before I get started, what do Questions contain?

  • The Question itself (or a doesn't have to be a question with a question-mark of course). 
  • 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. 
  • 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). 

How do I add a Section?

Issuing: Issuing an RFP to Vendors

  1. Getting Started - evaluating vendors with RFP360
  2. What is the RFP Dashboard?
  3. How do I create a new RFP, RFI or Profile?
  4. How can I link an RFP to a Profile?
  5. How do I edit the name of my RFP?
  6. Using the Excel template to draft an RFP/RFI
  7. Who is my RFP owner?
  8. How do I create Sections and Questions in an RFP?
  9. Can I move around questions within my RFP while I'm drafting it?
  10. We use a lot of Sub-Sections in our RFPs. How do I set those up?
  11. How do I create drop-down lists in my Library?
  12. Can I make some sections optional in my RFP for my Vendor?
  13. How do I assign an RFP section to a writer?
  14. Can I edit my RFP after I publish it?
  15. How do I attach a file in an RFP I'm writing?
  16. How will my RFP or Profile look to respondents?
  17. How do I publish my RFP or Profile?
  18. How do I resend an invitation to an RFP/Profile?
  19. How do I extend the RFP or Profile's due date (deadline)?
  20. How do I accept or reject a proposal submitted after the due date?
  21. How does the Score Vendor Responses setting affect an RFP Status and a Vendors ability to submit their response?
  22. How do I add an addendum?
  23. What if I need to make changes to my RFP/Profile after I have published?
  24. How do I move questions from one section to another?
  25. How do I close out an RFP?
  26. How do I delete a User?
  27. How do I export a completed RFP event?
  28. How do I delete an RFP or Profile?
  29. How do I send messages to vendors?
  30. How do I move an RFP to a sub-account?
  31. How do I copy an existing RFP or Profile?
  32. How do I fill out the Excel upload template for a new Proposal?

Feedback and Knowledge Base