Questionnaire (compliance matrix)

Overview

The questionnaire is your compliance matrix: every tender requirement gets a status, assignee, reviewer, solution text, and evidence links. It is the operational center for proving you meet technical and qualification conditions before generating proposal documents and passing Final checkup.

All pursuit types (supplies, services, works) include the questionnaire in Your proposal — country profiles may change order but rarely remove it. Data you enter here feeds technical offer solution text, document evidence, and checkup issue counts.

Tip: Before large imports, confirm you have:

Configured Requirement categories
Set SME assignments for auto-reviewers
Curated in-depth analysis results (no duplicate flood)
Team settings complete for auto-fill (Company profile, legal rep, banking)
Connected inventory and Content library for AI sources

Important: Compliance status drives final checkup. Non-compliant or not started rows block submission readiness.

When this module appears

Pursuit type	Sidebar
Supplies	Your proposal → Questionnaire
Services	Same
Works	Same (often first in section)

How to open

Path	Steps
Pursuit sidebar	Your proposal → Questionnaire
Final checkup	Click questionnaire issue → deep link
In-depth analysis	After import requirements

Layout

Full-screen proposal editor layout with pursuit topbar, filters, grouped list, detail panel.

Source group tree (left)

Requirements organized by source group — document bundles (e.g. Technical specifications, Qualification forms).

Element	Description
Group name	Editable label
Count badge	Requirements per group
Ungrouped	Items without group
Load more	Pagination for large groups

Rename/delete groups to match your internal volume structure.

Requirement list (center)

Column / element	Description
Requirement text	Truncated preview
Status badge	Compliant, non-compliant, in progress, not started
Category tag	Team requirement category
Assignee / reviewer	Member avatars
Confidence	AI quality score
Checkbox	Bulk actions

Requirement detail (right)

Section	Content
Specification	Full text (inline editable)
Solution	Your compliance response — rich text
Evidence	Linked documents
Provenance	Created via analysis, manual, import
Reviewer workflow	Review status and comments
Auto-fill	AI solution for this item

View settings and filters

Filter	Purpose
Search	Text across requirements
Category	Team categories
Status	Multi-select compliance
Assignee	Responsible member
Reviewer	Review routing
Source accounts	Connected data for auto-fill

Key actions

Action	Description
Create requirement	Manual row
Edit specification	Inline click-to-edit
Edit solution	Compliance narrative
Change status	Per row or bulk
Assign / set reviewer	Route work
Auto-fill single / bulk	AI solutions
Assess quality	AI completeness review
Export questionnaire	Matrix download
Rename / delete group	Organization
Reorder	Drag within group
Delete requirements	Remove selected

Auto-fill workflow

```mermaid

sequenceDiagram

participant U as User

participant Q as Questionnaire

participant AI as Auto-fill

participant SRC as Team sources

U->>Q: Start auto-fill

Q->>SRC: Inventory, HR, content library

Q->>AI: Generate per requirement

AI-->>Q: Solution + confidence

Q-->>U: Update rows

```

Requirements without evidence show no evidence indicator.

Numbered workflow — compliance pass

Import curated requirements from analysis.
Bulk-assign categories if missing.
Set assignees by specialty.
Run bulk auto-fill overnight (optional).
SMEs review low-confidence rows.
Attach evidence PDFs per qualification items.
Set status Compliant only when proof exists.
Export matrix for internal sign-off.
Open Final checkup.

Empty and processing states

State	UI
Initial load	Full-page loading placeholder
No requirements	Empty — import or create
Auto-fill running	Progress banner + stop
Export in progress	Disabled export button

Downstream dependencies

Questionnaire data	Used by
Solutions	Technical offer
Statuses	Final checkup
Categories	Reporting, SME routing
Evidence	Document editor
Works responses	Draft generation with annotated outlines

Works pursuits note

Questionnaire responses may combine with works technical proposal (annotated outlines) for narrative generation — technical offer product editor is inactive for works.

Permissions

Pursuit members with access can edit. Reviewer workflow respects assigned reviewer keys.

Edge cases

Situation	Action
Auto-fill generic fluff	Tighten evidence links; manual rewrite
Duplicate requirements	Delete before checkup
Reviewer not notified	Check SME assignments
Export fails	Retry; reduce selection size

FAQ

Can I import CSV?

Primary path is in-depth analysis import; manual create for gaps.

Does changing status update the notice?

No. Pursuit-only data.

Who can approve compliance?

Reviewer assignment + team policy.

Auto-fill used wrong product?

Fix inventory mappings; re-run single row.

Export format?

Export the compliance matrix for your team's internal review before submission.

How does questionnaire relate to understanding?

Understanding is strategy; questionnaire is line-by-line proof.

In-depth analysis — results
Technical offer
Attribute mappings
Final checkup
Requirement categories
SME assignments