Overview
You have three options when creating requests:
- Create Request: Let's you create requests from scratch.
- Create from Template: Let's you create requests from templates.
- Create Template: Let's you create request templates.
This article explains how to create requests from scratch.
Creating requests
- From the Requests page, click Create New and select Create New Request.
- The New Request page appears with Request Basic Details, Request Timeline, and custom sections (if any). Do the following as necessary:
- Request Basic Details section:
- Specify the request name, select the request type (mandatory).
- Specify the deal size.
- Select the request stage from the drop-down list.
- Specify the request owner.
- Request Timeline section:
- Select the time zone.
- Specify the date and time for Clarification Submission Due Date, Response Due Date, Result Announcement Date, and Publish Date.
Note: Publish Due Date and Response Due Date are mandatory fields.
- Request Basic Details section:
- Click Create. A success message appears.
- The Summary page appears. Do the following as necessary:
- Specify the title and request summary in the designated textboxes.
- You can add attachments by clicking the Attachment icon and then browse and upload the attachment. The count of attachments added will be displayed adjacent to the icon.
- Add non-disclosure agreement (NDA) if applicable (you can add an NDA document and request signature from the responders before they start responding to the questionnaire).
- To add the default non-disclosure agreement (NDA), turn on the NDA toggle.
Note: You can edit the default NDA by going to Organization Settings > Request Management > NDA. - To add a different NDA, turn on the eSign toggle, upload the documents (.pdf or .docx), and configure for signatures.
- To add the default non-disclosure agreement (NDA), turn on the NDA toggle.
- Click Next. The Questionnaire page appears.
- Add sections and questions manually, or add them from any existing template. You can also upload the questionnaire file.
- Add Sections Manually:
- Click Add Sections. The Add Sections pop-up appears.
- Specify the section name. (Each line will be added as a new section)
- To add authors, click the Authors tab. The Authors tab expands.
- Click Add Authors, specify the authors, due date, and message.
- To add reviewers, click the Reviewers tab. The Reviewers tab expands
- Click Add Reviewers, specify the reviewers, due date, and message.
- Click Add. The Questionnaire page appears with the sections that were created.
- Add Sections From Template:
- Select Use Template. The Import Template pop-up appears with the list of available templates.
- Select the checkbox associated with the required template and click Import.
Note: To preview a template, click on the required template. The Section Preview pop-up appears from where you can view the questionnaire within the template. - The template will be imported and the Questionnaire page appears from where you can add more sections/questions to the template.
- To add multiple questions to the section, click Add Questions. The Add Questions pop-up will be displayed.
- You can add each new question in a new line. Specify the Answer Header, select the Answer Type, and mark if the question is mandatory.
- Click Add to add questions to the section.
- To add a single question to the section, click Add New Question. The question fields will be displayed.
Note: For questions, you have options to select from these answer types: Basic Rich Text, Full Rich Text, Date, Dropdown, Radio, Checkbox, File Attachment, Scale, Table, and Label. - Once the section and questions are added/configured, click Next on the top navigation bar.
- Uploading Sections:
- Select Upload Documents.
- When the Import File pop-up displays, upload a standard format file or any file of your choice by following the standard upload procedures, by configuring the sections and questions.
- You can search sections using the search textbox.
- You can reorder sections by clicking the icon.
- Add Sections Manually:
- Click Next.
Note: From the More menu options, you can perform actions such as edit section, reorder questions, submit for review, manage comments and attachments, save the questionnaire as a template, and delete the questionnaire. - The default scorecard appears with the max score set in the Request Settings and default priority of 10 for all questions. Do the following as necessary:
Note: To change the existing score card and add a new one, see Creating and Managing Scorecards.- To update the priority of each question, select the value from the drop-down.
- To equalize the weightage for each question based on the priority set, click the three-dot Menu and select Equalize weight.
- To reset the values, select Reset Values from the three-dot Menu.
- To turn off the priorities, turn off the Priority toggle from the three-dot Menu.
- To add evaluators:
- Click the + icon adjacent to Evaluators. The Add Evaluators pop-up appears.
- Click Add Evaluators and specify the evaluator, then click Save. Repeat this process to add multiple evaluators.
- Select the associated checkbox to assign an evaluator to a section.
- Click Save.
- Click Next.
- The Responders page appears. Do the following as necessary:
- Click New Responder.
- When the Create Responder pop-up appears specify the details. You can select responders from the list of already available responders.
- Once the responders are selected, click Next to view the list of existing responders.
- You can add more responders at any time. Click Add Responders to add them manually or Upload Responders to upload them through an Excel file.
- You can preview the questionnaire by selecting Preview from the three-dot Menu.
- You can view and manage request settings by selecting Request Settings from the three-dot Menu.
- Click Save.
- Click Publish.
- The Publish Requests to Respondents pop-up appears. Modify the request stage, if required, specify a subject and content, then click Publish.
- The request is published and notification emails are sent to the respondents.
- The newly created request displays in the request page, where you can complete, cancel, archive, or delete the request.