Create a full template
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.
1. Create a template
First, you will need to create a template. You can create an template in one of the following ways:
Create from a blank template
- From the Administration - Templates screen, click Create and then select Create template.
A new, blank template displays.
Create from an existing event
When you create a template from an existing event, select fields and sections are copied from the original event. However, you can edit and add information and sections as needed. Some information specific to the copied event, such as titles, descriptions, projects, and dates, will not be included.
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.
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From the Events list, click actions > More > Create a Template.
A new template with the event's fields, sections, and attachments is created and displayed in edit mode.
2. Add header information
Next, you will need to add information to your template header. The header provides general information about the event.
Note: Once you enter the Template Title, your template automatically saves.
Enter the required fields:
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Template Title: Enter a brief title that describes the template. The title identifies the template and must be unique.
For information on the optional fields, see Header descriptions.
3. 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
4. Add additional information
Finally, on the Appendix docs tab, you can add some additional information to your template:
- Notes to supplier: Add additional information and communication (up to 4,000 characters) about the event with all invited suppliers. For example, you might enter a shipping account number or detailed steps to explain the process further.
- Files: Attach files, such as a scope of work, to share with suppliers. Files can be up to 100mb, and the File name cannot be longer than 255 characters. See Attachments for more information.
5. Add evaluation criteria
On the Evaluation criteria page, you can set an evaluation weight for each section that should be scored and evaluated. For example, the scores in some sections may be more important than others, so you assign a higher weighted percentage to the more important sections. You can skip any unnecessary sections; however, the Total Sections Weight must equal 100%. To quickly distribute the weights across the event, click Apply Weights Evenly.
6. Save template
To save your template, it must have a unique Template Title, all required fields must be complete, and there cannot be any empty sections. Once you have added all the necessary information, click Done to save your template.
Your template will now be available when you create a new request for information or request for proposal event; For more information, see Create an event. In addition, you can access, edit, share, or delete your template; see Manage templates.