Forms & scoring

Build surveys and evaluations, publish forms, assign reviewers and analyse results.

15 articles

Invite respondents, share a link or QR code, and send reminders

Choose an attributable or open distribution method and follow up without duplicating responses.

#survey audience#invite respondents#public link#qr code#survey reminder#named invitation

Run stakeholder use-case testing

Invite stakeholders to test a vendor use case and feed structured results into comparison.

#stakeholder testing#use case#external respondent#sandbox testing#stakeholder scorecard#token link

Review questionnaire responses and export evaluation results

Inspect vendor and scorer submissions, apply review outcomes and export the intended result scope.

#evaluation results#questionnaire response#vendor response#results tab#verdict#csv export

Score vendors internally

Complete internal scorecards vendor by vendor and submit evidence into project comparison.

#internal scoring#score vendor#scorecard#evaluator#not applicable#submit score

Choose an evaluation type and creation method

Start with the evaluation type that matches the respondent, evidence and scoring workflow.

#new evaluation#evaluation type#rfi#demo scoring#stakeholder#use case

Publish, version, close and reopen a survey

Control the live survey lifecycle while preserving the meaning of responses already collected.

#publish survey#survey version#close survey#reopen survey#revert version#draft edits

Build the survey and respondent journey

Design questions, pages, branching and respondent-facing copy in the survey builder.

#survey builder#survey settings#respondent journey#question logic#pages#welcome page

Create, edit and deploy form templates

Maintain reusable evaluation and survey starting points, then deploy copies into the right project.

#form template#evaluation template#survey template#template library#starter template#duplicate template

Analyse responses and export results

Explore survey answers, review AI-assisted themes and produce individual or aggregate outputs.

#survey analysis#response explorer#ai summary#individual response#report#csv export

Publish, preview and version forms safely

Release evaluation forms without exposing unfinished edits or rewriting historic responses.

#publish form#preview evaluation#form version#published release#draft#archive evaluation

Send questionnaires in bulk and track the assignment matrix

Assign published questionnaires to several vendors and manage status from the vendor-by-questionnaire matrix.

#bulk send#assignment matrix#vendor questionnaire#rfi status#reminder#withdraw assignment

Configure weights and scoring modes

Choose unscored, equal or weighted evaluation scoring and understand project stream weights.

#scoring mode#question weight#section weight#stream weight#weighted scoring#equal scoring

Use response sets, verdicts and scoring options

Reuse consistent answer scales while preserving the meaning of each published release.

#response set#verdict#answer scale#score mapping#not applicable#flagged answer

Build a questionnaire or evaluation

Create sections, question types and branching that produce clear, scoreable evidence.

#evaluation builder#questionnaire#question types#conditional logic#sections#required question

Create surveys and collect stakeholder responses

Choose the right survey scope, build a draft and collect evidence from the intended audience.

#survey#workspace survey#project survey#stakeholder responses#questionnaire#feedback