If one of your procurement project sections is a "Vendor Questionnaire", then you'll want to read this!
Your template will typically start with a standard set of boilerplate questions. From there, these are your options for adding a new question:
Short Answer: Use this when the answer to the question is one sentence or less.
Long Answer: When you expect 3-4 paragraphs from the vendor response, choose this option.
Yes/No: This can be a very powerful choice. When you need a vendor to confirm their understanding of anything, choose this option. When you need to classify vendors, choose this option as well!
File Upload: For items like Executive Summaries, Marketing Materials, Presentations, Certification Letters... anything that requires the vendor to upload a PDF, choose this option. This option will be a common choice for standard vendor responses.
DocuSign PowerForm: If you have a Docusign account, you can link vendors to fill our a DocuSign PowerForm. For more information about PowerForms, go here: https://www.docusign.com/features-and-benefits/features/powerforms
Section Header: Use this to categorize the questions (i.e Company Background Questions, Project Delivery Questions, Vendor Certification Questions, etc.)
For each Question Type, you'll have the option to
- Ask the Question
- Provide detailed instructions in the "Prompt" box
- Determine whether an answer is required or optional
- See a preview of the vendor experience.