How to Create a Questionnaire

How to Create a Questionnaire

This article explains how to create a questionnaire (also known as a PQQ or ITT) for suppliers to complete as part of a tender exercise. It covers setting up the questionnaire structure, adding questions, and configuring question types.

Before You Begin

Make sure you have:

• An active tender exercise
• The role of Buyer Administrator, Buyer Supervisor, or Buyer Registered User
• A clear understanding of the questions you want to ask suppliers

Setting Up the Questionnaire

Step 1 – Navigate to Your Tender

1. From the main menu, go to Tender Manager
2. Access your tender exercise.
3. Access the relevant SQ or Tenderbox

Step 2 – Create the Questionnaire

1. Click Create Questionnaire or Edit Questionnaire.
2. You will have multiple options, such as the PSQ, custom questionnaire or document upload to name a few. Please select the relevant option.
3. If using a template, select the template and the relevant questions will be imported automatically.

Step 3 – Add Sections and Sub-Sections

Questionnaires are organised into sections and sub-sections to keep related questions together.

1. Click Add Section to create a new section within the questionnaire.
2. Within each section, click Add Sub-Section to create sections for grouping questions.
3. Give each section and sub-section a clear, descriptive name so suppliers can navigate easily.

Adding Questions

Step 4 – Add a Custom Question

1. Within a section, click Add Question.
2. Enter the question text.
3. Select the question type:
4. Text – Suppliers provide a free-text response.
5. Multiple Choice – Suppliers select from predefined options.
6. File Upload – Suppliers upload a document as their response.
7. Pricing – Suppliers enter pricing information.
8. Set whether the question is mandatory.
9. Add any guidance text to help suppliers understand what is required.
10. Click Save.

Step 5 – Import Questions from a Template

1. Click Import Question(s).
2. Browse or search the available question templates.
3. Select the questions you wish to import.
4. The selected questions will be added to your questionnaire. You can edit them after importing.

Step 6 – Edit or Remove a Question

1. Click on the pencil icon to amend an existing question.
2. To remove a question, select the bin icon next to the question.
3. Changes are saved when you click Save on the questionnaire.

Need Help?

If you experience any issues, please contact our helpdesk.