The core thing is to select a "Question" and "Answer" column and hit "Done." But if there's a more complex questionnaire, here are some follow-up instructions.
Advanced Options
When uploading an RFP, at the top of the screen you will see a toggle marked "Advanced Options." Click it to reveal the following:
Verbatim: Returns word-for-word matches from the answer bank. In other words, only answers questions that have been saved to Quilt already. This may be especially useful for security questionnaires.
Tag filter: Only answers based on documents with certain tags. This can be useful if you have a suite of different products and have received an RFP for only one of them.
Any: Means documents with any of the tags listed will show up. So, if you selected "Security" and "Knowledge Assistant", docs with only one of those can show up.
All: Means the filter selection must be met fully. Using the previous example, only documents with "Security" AND "Knowledge Assistant" tags will show up.
Language: Quilt supports RFPs in English, French, German, Portuguese, and Spanish.
Custom multiple choice options
Sometimes, you have to answer RFPs as a dropdown of options. You can define those options in Quilt as well. See video below to see how to do it by defining an answer column in Quilt's questionnaire assistant.
Bonus: Reuse formatting
When you upload a questionnaire, you can also save the column type settings (e.g., question, question description, yes/no answer, and extra details) and apply them to other sheets by clicking the Reuse button at the bottom left. This is especially helpful for multi-page RFPs!
