Article Summary
Use dropdowns to provide AutoRFP with a templated set of responses for compliance requirements in tables. The AI intelligently selects the appropriate option based on your organization's context and the criteria you define.
Estimated Time
2-5 minutes per document with dropdowns
Prerequisites
Active project with uploaded Excel document containing table requirements
Access to project importer
Step-by-Step Instructions
Method 1: Using Existing Dropdowns
AutoRFP automatically detects dropdowns in uploaded Excel documents.
Step 1: Access the Dropdown Menu
Upload your Excel document in the project importer.
Click on a spreadsheet cell containing an existing dropdown.
The dropdown configuration menu appears with pre-populated options from the source document.
Step 2: Configure Dropdown Options
Review the pre-populated options from your source document.
Add, edit, or remove options as needed.
(Optional) Add criteria for selection to guide the AI's decision-making.
(Optional) Toggle "Skip response generation" if you want to manually select the option.
Click Confirm Dropdown.
Step 3: Designate Additional Dropdown Cells
After confirming the first dropdown, a light green box appears in the cell indicating dropdown status.
Click other cells with matching dropdown options.
Click the dropdown label to quickly designate them as dropdown cells without reconfiguring.
Method 2: Creating New Dropdowns
Create custom dropdowns when you want AutoRFP to populate table cells with a limited set of templated responses.
Step 1: Create the Dropdown
Click an empty table cell where you want a dropdown response.
Select Create Dropdown from the options menu.
Step 2: Choose a Template or Create Custom
Select from preconfigured templates:
Standard compliance options (e.g., Yes/No/Partial)
Custom response sets
OR create your own template with custom options.
Step 3: Configure and Confirm
Add your response options.
(Optional) Define criteria for each option to guide AI selection.
Click Confirm.
The cell and matching cells are designated as dropdown cells with a light green indicator.
💡 Tips & Best Practices
Dropdown Configuration:
Add selection criteria to improve AI accuracy (e.g., "Select 'Yes' if we have SOC 2 Type II certification")
Criteria Definition:
Write clear, specific criteria explaining when each option should be selected
Reference specific capabilities, certifications, or policies in your criteria
The more context you provide, the more accurate the AI's selections will be
Efficiency Tips:
Use "Skip response generation" for dropdowns you prefer to complete manually
Leverage auto-detection for Excel documents with existing dropdowns
✋🏼 Common Mistakes to Avoid
Forgetting to add selection criteria—reduces AI accuracy in choosing the correct option
Creating too many unique dropdown templates instead of reusing existing ones
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en