Set Up Vendor RFX Questionnaire

If you require the vendor/supplier to provide basic information, you can set up a questionnaire that needs to be completed prior to submitting a quote for a project.

The configuration section allows you to upload a preconfigured template. The template must conform to upload data standards. You download a blank template file here.

  1. Complete steps 1-17 as described in Create a Project Request.
  2. For Do you want to create a endow RFx? question, select Yes. A configuration section opens at the bottom of the page.
  3. In the RFx Due Date field, enter the due date for the information.
  4. In the Question field, enter text for your question.
  5. In the Weight field, enter the weight of the question/answer.
  6. From the Answer Type drop down, select from the following:
    • Radio Button (Single Select) - You can configure multiple answers. Suppliers/vendors are only allowed to submit one answer to the question.
    • Text Area (Multi-Line Text) - Configures a text box for the answer (free text entry).
  7. Select to Required check box to require an answer to the question.
  8. If you select 'Radio Button', configure at least two answers.
    For each answer, you can enter text and select a score (0-10) to allow your to better quantify each answer.
    You can add another answer (radio button selection), click .
  9. To configure another question, click and repeat steps 3-7.