Q&A workbooks

Q&A workbooks help proposal teams work through pre-qualification questionnaires (PQQs), RFPs, due diligence questionnaires (DDQs), and other lengthy questionnaires faster by using AI to match incoming questions against your organization's Q&A database and suggest answers automatically.

This article covers creating a workbook, adding questions, autofilling and reviewing answers, and exporting your finished workbook.

Before you start

• Workbooks pull suggested answers from your organization's Q&A database. The more complete and well-tagged your Q&A database is, the better your autofill results will be.
• Anyone can create and work in a workbook; editing the underlying Q&A database itself requires document manager permissions.

Create a workbook in workspace

1. Navigate to the Workspace.
2. Click New.
3. Select Workbook.

Create a workbook in projects

1. Navigate to Projects.
2. Go to the Pre-proposal section.
3. Click +New.
4. Select Workbook.

Add questions to a workbook

You can add questions manually or import them in bulk.

Add a question manually

1. Select + Add Question.
2. Select the Question field and type or paste in your question.
3. Repeat by selecting + Add Question again for each additional question. Entries are autosaved as you type.

Import questions from a file

• You can import questions in bulk from a CSV file rather than adding them one at a time.
• The file must include the columns number, question, and answer.
• If the import fails with a "required columns not found" error, check that your file uses these exact column headers and try again.

Autofill answers

1. Select Autofill Answers to have AI match the questions in your workbook against entries in the Q&A database.
2. Where a match is found, the Answer field populates automatically, along with a confidence indicator: High, Medium, Low, or No Answer.
3. Review each suggested answer — confidence levels are a guide, not a guarantee of accuracy, so check suggested answers against your source material before relying on them.

Review and approve answers

1. Select the Answer field for any question to edit the text manually.
2. Once you're satisfied with an answer, select the Approved checkbox to mark it as complete.

Delete an entry

1. Select the Actions (three-dot) menu next to the entry.
2. Select Delete Entry.

Export your workbook

1. Select Download to export your Q&A workbook to Excel.
2. Open the exported file from your downloads folder.

Rename a workbook

1. Select the file name field at the top of the workbook.
2. Type the new name. This is saved automatically.

Your workbook remains available in the workspace or project space for further editing at any time.

Known limitations

• Autofill and answer-matching are based on your Q&A database content and confidence scoring; results should always be reviewed before submission.