Configuring Criteria for Selection
Criteria for compliance fields can be customized within dropdowns / response columns to help increase the accuracy of a response. Click the pop-out box to open up your customization window.
Click "Show Criteria for Selection" to view the specifics of your criteria.
For dropdowns detected within excel documents, the criteria will be automatically generated based on the detected dropdown options.
For custom dropdowns or horizontal compliance columns, you can add in custom criteria if none are populated.
Skip Response Generation for Specific Compliance
Some RFP requirements only require a response conditionally based on your compliance. For example, in the screenshot below we have customized our compliance so that a response is not required if the compliance is marked "Yes", only if marked "No".
Click the pop-out button to open your compliance options.
Click the toggle ‘Skip response generation for some options’. Select which compliance options you would like AutoRFP to SKIP or NOT respond to.
After project creation, AutoRFP.ai will draft responses to your compliance fields, and text responses based on your customization.
Editing / Updating Your Compliance on a Live Project
You can revisit and edit your selections and compliance any time by clicking "Edit Project" and then "Edit Selections". Update your selections or compliance criteria, then re-run responses where appropriate.