Process

Creating a List

  1. Within Lists & Templates, click on View Bid Q&A.

  2. Click Add List at the top right corner, and enter in a name. This can be edited at a later time.

  3. To enter in questions, you must first enter in a category by clicking Add Category. This can be a simple description of the type of questions you will enter.

  4. To add Questions, click Add Question. You will have the option to specify the type of Answer the Question will require: Text Input, Yes/No, Drop-down, Multi-select, Number, or Attachment.

  5. You can click Save if you are done adding questions, or click Save and Add Next to keep adding questions.

  6. Once you've added all of the questions to the list, you can now create a template!

Creating a Template

  1. Click on the Templates tab at the top.

  2. Click Add Template at the top right corner. You will be prompted to name the template, which can be edited later.

  3. On this page, you are able to edit the Template Name, add a description to help your employees find this template, and add in Questions from the List you just created.

  4. To add Questions from the list, select the ones you'd like to add, and then click the right arrow to bring it over to the template. Use the double arrow to bring all of them over if applicable.

  5. Once you are done, click Actions > Save Template. You can now use this template on your Bid Packages!

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