Follow the steps below to learn how to add custom or standard questions while working on a request for proposal (RFP).
1 Open an existing RFP. Begin by selecting your RFP on the All RFPs and Bookings page. From the left-hand navigation, click Request Details, then click Edit in the top-right.
Or, create a new one. Click Create RFP in the top-right, then click Next.
2 Add a question from the account library. Scroll down to the Custom Questions section and click Add question, then Add from library.
Use the search options at the top to locate the library questions you want to add. Check the boxes next to the desired questions, then click Add questions.
Or, create a new question. Scroll down to the Custom Questions section and click Add question, then Create question.
Select the desired type, then enter your question. Add the question details. They will vary depending on the selected type.
In the RFP Requirement field, select the type of RFP the question is intended for (e.g. Meeting Rooms, Guest Rooms, or All RFPs). The available options will depend on the type of RFP you are working on.
Check the boxes next to the supplier types that should see this question. Specify if a response is required. You can also include the newly created question in your library so you can use it in other RFPs or surveys. Select the question folder you want from the dropdown, then check the box next to Add to library.
Click Create question when you're done, or Create another to add more questions.
To change the order of the questions, click and hold the 
icon next to a question, then drag it to the position you want in the list.
