Templates

A template helps you to create request for information and request for proposal events more efficiently by streamlining and standardizing the event creation process. With a full template, you can define standard header information, sections, questions, notes to suppliers, and file attachments to use whenever you create a specific type of event. With a section template, you can predefine a section and questions. Both types of templates help to ensure consistency across events, and is easily shared with other buyers in your organization. You can create from a blank template or use an existing event to create a template.

Important: To access Fairmarkit’s request for information and request for proposal module, please contact your Fairmarkit Customer Success Manager.

Access templates list

1

From the menu, select Administration.

2

Select the Templates tab.