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How to Use Response Tables in AutoRFP

Respond to complex tabular requirements directly within customer table formats

Nitzan Gorodetsky avatar
Written by Nitzan Gorodetsky
Updated this week

Article Summary

Convert imported table cells from Word and Excel documents into response tables. Fill out individual cells in the response editor, then export responses back into the original table format seamlessly.


Estimated Time

~ 2-5 minutes per table


Prerequisites

  • Project with uploaded Word, Excel, or PDF documents containing tables

  • Tables visible in the project importer

  • Understanding of which table cells require responses


Step-by-Step Instructions

Step 1: Select Table Cells in the Importer

  1. Navigate to the project importer after uploading your document.

  2. Locate the table you want to convert to a response table.

  3. Click on the top-left corner of the table to select it,

    OR click and drag to select multiple relevant cells.

    OR select the entire table if all cells require responses.


Step 2: Convert to Response Table

  1. With table cells selected, the Response Table button appears in the inline toolbar.

  2. Click the Response Table button.

  3. Selected cells convert into a response table with green borders indicating they are now response elements.

‼️ Important: The AI response engine does not automatically populate table cells. Manual input or content insertion is required.


Step 3: Complete Project Creation

  1. Continue with project creation as normal.

  2. Select content sources and configure response settings.

  3. Click Create Project.

  4. The response table appears in the Project Editor for manual input.

Please note: Trust Scores are not available for Response Tables in the Project Editor. Since these tables require manual input and don't reference source materials, the Trust Score metric doesn't apply.


Step 4: Fill Out Table Cells

  1. Navigate to the response containing your table in the Project Editor.

  2. Click into individual table cells to add your responses.

  3. Use the Response Editor to search your content library and insert relevant information.

  4. Fill out all required cells within the table.


Step 5: Export Responses

  1. Complete all responses and approvals as normal.

  2. Export your project in the desired format.

  3. Responses automatically insert into their original table cells in the exported document.


💡 Tips & Best Practices

  • Only select cells that require responses. Avoid selecting header rows or static content

  • Use the Response Editor's search function to find relevant content for each cell

  • Modify rows/columns during import - adjust table structure in the original document before uploading


✋🏼 Common Mistakes to Avoid

  • Expecting AI to auto-populate table cells - manual content insertion is required

  • Not selecting cells before looking for Response Table button—button only appears when cells are selected


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

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