Questionnaire Templates

Questionnaires are a tool to request information from suppliers in a unified way. This article covers how to create and modify them.

Collect information from suppliers in a structured and customizable way with Questionnaires - Better compare suppliers and make more informed decisions during events. In this article, learn how to create, design and manage such templates.

To access and manage questionnaires, first go to "Settings", open the "Templates" folder and click on "Questionnaires".

Navigating the main screen

 From here, users can:  

• Create a new questionnaire or import an existing one.
  

• Filter existing templates by language or search by keyword

•  Preview a template (using the 👁️eye icon)

• Edit a template (by clicking on the ✏️ pencil icon)  

• Delete an existing template (by clicking on the 🗑️ trash bin icon)
   

Creating a New Questionnaire Template

As previously mentioned, You can import a template via uploading an Excel file. If no such file exists, create a new template or import one from Excel.

Start by clicking on the Questionnaire Details button , on the top right corner.

In the new screen you'll be able to give the Questionnaire a meaningful name, set up it's language and give detailed, explicit instructions that will be attached to the questionnaire. 

Then, let's start adding questions.

Begin by selecting one of the available question types from the list below:

• Yes/No question
• Open-ended question (Notice - Open-ended questions do not support Logic)
• Multiple Choice question
• Document Request (This asks the supplier to upload a specific document)
• Question Group

You can customise each section by adding a label and an optional description, as well as configuring its settings.

Customization Options for Questions

A variety of options are available for customizing each question.

• Comment - This enables a comments section to be added beneath the question, allowing the supplier to provide additional input.
• Mandatory - This indicates that this section MUST be answered, as indicated by a red star.
• Document attachment - This allows suppliers to attach relevant files to their response.
• Character limit - This feature allows you to specify the maximum number of characters to be used for open-text responses, ensuring conciseness.

• Choice Restriction - (For multiple-choice questions) allows you to specify how many answers can be selected (e.g. one choice only or a range such as 1–2).

Adding Logic to Questionnaires

Use the Logic Settings feature to design dynamic questionnaires.

This will allow you to hide specific questions based on suppliers' answers, which reduces overall form complexity.

General tips

Grouping and Structuring Questions

In order to improve the clarity and organisation of a questionnaire, consider the following:

• Question groups - Use this feature to batch together questions that are related to a common theme.
• Sub-questions -  You can add multiple sub-questions to each group to ask for more details.
• Rearrangement - Use the drag-and-drop or arrow controls to rearrange questions and entire groups, ensuring a logical flow for suppliers completing the form. 

Managing Questions

Individual questions within a questionnaire can be managed effectively.

1. Rearrange - Move the question up or down. 
2. Delete - Click the trash bin icon to delete a question. 
3. Duplicate - Click the copy icon to create a duplicate of an existing question.

Importing a Questionnaire

For users who prefer to work in Excel, Mercanis facilitates easy import of questionnaires:

• Click Import Questionnaire.
• Download the provided Excel template.
• Fill in your questions within the Excel file as per the instructions provided in the template.
• Upload the completed file to import your questionnaire directly into Mercanis.

Imported templates can be edited and customized within Mercanis just like those created manually.

Preview and Save

• Users can utilize the Preview button at any time to see how the questionnaire will appear to suppliers, ensuring optimal presentation.
• To store all changes and save the questionnaire template, click Save.

Need Additional Support?
Should you require additional help, feel free to send us a support ticket or reach out to your CSM.