Create a section template

A section template makes it easier to create request for information and request for proposal events. With a section template, you can define a list of questions for an event section and then apply it to a section in an event. Templates ensure consistency across events and can be shared with other buyers in your organization, enhancing efficiency.

1. Create a section template

First, you will need to create a template. You can create a template in one of the following ways:

Create a blank section template

1. From the Administration - Templates screen, click Create and then select Create section template. The Create section template window displays.

• Enter a Title and Description for the template.

• Click Confirm. Your section template is created.

Create from an existing event section

When you create a section template from an existing event, the section name, description, and questions are copied from the original event section. You can edit and add questions needed.

Note: You can only create a template from an existing event if you created the original event or you are the Admin for your organization.

• From the event, select the section, click the actions button, and select Create section template. A new template with the section information and question is created. You can edit the template from the Administration - Templates tab.

2. Add questions

Next, you will need to add questions to the template. Your questions help you communicate with suppliers. For example, you can ask suppliers general questions about their experience, proposal scope, proposal component pricing, or specific questions about required items or services. You can add up to 100 questions per section.

See: Add questions and Locked questions

3. Save template

Your template is saved as you work. Your template will now be available when you create a new section in a request for information or request for proposal event; For more information, see Add a section. In addition, you can access, edit, share, or delete your template; see Manage templates.