RFX Manager

This is a tool to help teams maintain their library of questions and approved answers. Built to help expedite the RFQ, RFP, RFI, Security Questionnaire, and Due Diligence Questionnaire processes. Designed with scalability and accountability in mind.
About this template

I refer to all the possible questionnaires I work on as "RFXs" where when you say "RFX", it implies a questionnaire of some kind. The tool supports any questionnaire type: an RFQ, RFI, RFP, Security, Legal, Due Diligence, etc.

Multiple companies provide similar solutions but I built this tool before buying an expensive solution was an option.

Key features include:
- Intake form for team members to submit a questionnaire
- Processing queue to receive the new requests and start working on them
- Review cycles for questions
- Approval validation
- Answer Quality Ratings
- Question and Answer full-text Search
- Workspace to add questions and keep them updated
- Assignments

Future improvements include:
- Decision tree filters for searching
- Better status monitoring of intake requests
- Analytics Dashboard
- CRM Connections
- User Views
- Custom requests

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