How can I use the Proposal Selection Questionnaire?

PERSUIT’s Proposal Selection Questionnaire is a feature that allows you to explore why your team is selecting the winning proposals for their matters. This is a feature that can be enabled regardless if compliance rules are set for your group.

• Navigating to Proposal Selection Question
• Customizing the Proposal Selection Question
• What will the Proposal Selection Question look like?
• Where Can I Find the Submitted Answers?

Navigating to Proposal Selection Question

On the main menu to the left of any PERSUIT page, you’ll find the Settings button. 

Click on Rules & Governance in the Settings page.

Go to the Proposal Selection section in the Rules & Governance page.

You’ll find the Proposal Selection Question toggle towards the bottom of the page. Enable Proposal Selection Question to customize the questionnaire by switching the toggle to blue. 

Customizing the Proposal Selection Question

When enabled, you’ll see a few different sections to complete:

• Title/Question - this is a required field and has a maximum of 200 characters.

• Question Type - this is a required drop-down menu where you can determine how you’d like your team to answer the question. The options include:
  • Yes/No
  • Short Text (~125 words)
  • Medium Text (~400 words)
  • Long Text (unlimited words)
  • Numeric
  • Percentage
  • Money
  • Single Select (pick a single option from a defined list)
  • Multiple Select (pick multiple options from a defined list)
  • Scale Input (pick a single option on a defined scale)

• Description - this is an optional field where you can share more detail about the purpose of the question.

Depending on the answer type, you may see additional sections to fill out. This example below shows the fields for a multiple select answer type for you to define. 

You’ll also see a Required check box. Enabling the check box will ensure that every time a proposal is selected, the colleague that chose it will be required to answer before finalizing the selection.

Press Save when you’re ready to complete the Proposal Selection Question.

 

What will the Proposal Selection Question look like?

On any proposal that is selected, the Proposal Selection Question will immediately pop-up and appear.

After they fill out with their answer, they can continue the process of selecting the chosen proposal.   

Where Can I Find the Submitted Answers?

You’ll be able to find all the answers submitted by your team on any selected proposal within the Insights feature.

In the Providers tab of the Insights feature, scroll to the Provider Submission Details report. 

You can view the questions and answers in the last three columns of this report: Proposal Selection Question Title, Proposal Selection Question Description, Proposal Selection Answer. This report can be exported at any time. 

If you have any questions, please reach out to support@persuit.com.