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Has anyone used Smartsheet to create a library of RFP responses? Or something similar? There is obviously a very simple way to do it just with a grid that contains 'Question'/ 'Response' columns and maybe a couple more columns for tagging/ categorization. But curious if anyone has done anything cool or has any best practices.
@sschreiner
We have used a sheet with the following columns that works very well to capture more than just a response for a solution that we are proposing to a client who has put out an RFP:
Category/Question/Requirement - Category (for organizing hierarchically) and then the questions/requirement under each category
Accept - This is a Dropdown column where we can indicate the following responses to the question: Yes, Partial, Alternate, No, Partial
Demo - Is there a demo link or a POC link that we can show the capability or something similar
Implementation Details - How the solution can implement the requirement
Assumptions - any assumptions that we want to list pertaining to our response
Alternate Solution / Longer Term - If the Accept is No or Alternate, we can explain here
I hope this is helpful.
Cheers,
Ramzi
Anyway we can make this view only for security purposes? We would like to prevent users from sending responses to other users by accident.
I am currently setting up an automation for people to get notified through their email, when they are prompted. But is there a way that they can reply in the email of a comment that will then go to the specific sheet. This way they do not have access to the sheet, but can just comment through email with updates?
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