INGENIOUS.BUILD

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By leveraging Bid Q&amp;A in INGENIOUS.BUILD, users can streamline bid package creation, ensure consistency, and simplify collaboration through customizable and exportable templates.

- Navigate to Lists &amp; Templates and click View Bid Q&amp;A.

- Click Add List in the top-right corner and enter a name for your list (editable later).

- Click Add Category and provide a description of the type of questions you'll include.

- Click Add Question to include questions in the category.
- Specify the answer type for each question:
 - Text Input
 - Yes/No
 - Drop-down
 - Multi-select
 - Number
 - Attachment
 
 
 
 
- Use Save to finish or Save and Add Next to continue adding questions.

Tip: You can also adjust the answer's character limit to ensure the response fits your needs. This allows for more concise or detailed answers as required.

- Once all questions are added, click the Actions button in the top-right corner.

Select Save Changes to save your list.

1. Access Lists &amp; Templates
 - Navigate to Lists &amp; Templates and click View Bid Q&amp;A.
 
 
 
 
2. Add a New List
 - Click Add List in the top-right corner and enter a name for your list (editable later).
 
 
 
 
3. Add Categories
 - Click Add Category and provide a description of the type of questions you'll include.
 
 
 
 
4. Add Questions
 - Click Add Question to include questions in the category.
 - Specify the answer type for each question:
 - Text Input
 - Yes/No
 - Drop-down
 - Multi-select
 - Number
 - Attachment
 
 
 
 
 - Use Save to finish or Save and Add Next to continue adding questions.
 
 Tip: You can also adjust the answer's character limit to ensure the response fits your needs. This allows for more concise or detailed answers as required.
 
5. Finalize the List
 - Once all questions are added, click the Actions button in the top-right corner.
 
6. Select Save Changes to save your list.

Note: You can also export the list to Excel by clicking Actions &gt; Export to Excel.

The list is now ready to use for template creation.

- Click on the Templates tab in the top menu.

- Click Add Template in the top-right corner and name your template (editable later).

- Add a description to help your team identify the template.
- Select questions from your previously created list:
 - Highlight the desired questions.
 - Click the right arrow to move them into the template.
 - Use the double arrow to include all questions, if applicable.

- Click Actions &gt; Save Template to finalize.

1. Access the Templates Tab
 - Click on the Templates tab in the top menu.
2. Add a New Template
 - Click Add Template in the top-right corner and name your template (editable later).
 
 
 
3. Customize the Template
 - Add a description to help your team identify the template.
 - Select questions from your previously created list:
 - Highlight the desired questions.
 - Click the right arrow to move them into the template.
 - Use the double arrow to include all questions, if applicable.
 
 
 
 
4. Save the Template
 - Click Actions &gt; Save Template to finalize.

You can now apply the template to your Bid Packages for streamlined structuring and better collaboration.

This article explains how to create and manage Bid Q&A lists and templates in INGENIOUS.BUILD, including adding categories, questions, and exporting lists. It guides users in structuring bid packages efficiently with reusable templates.

Overview

Process

Creating a Q&A List

Tip: You can also adjust the answer's character limit to ensure the response fits your needs. This allows for more concise or detailed answers as required.

Creating a Template

Next Steps