Responding to questionnaires involves multiple stakeholders—bid managers, solutions engineers, and SMEs—often leading to disorganized workflows, endless back-and-forth, and missed deadlines. Tracking progress, managing approvals, and gathering supporting documents becomes a challenge without the right tools.
SiftHub Projects streamlines collaboration by enabling teams to autofill questionnaires, assign questions, track progress, review responses, and manage supporting documents—all in one place. Whether you prefer working directly in the SiftHub Web App or within your original documents, built-in workflows and real-time visibility ensure your team stays organized and delivers high-quality responses on time.
Exploring the Project List
The Project List View offers an overview of all your active and completed Projects. You can search, filter, and sort projects, or click on any project to dive into its details.
Creating a Project
SiftHub offers multiple convenient methods to create projects for any type of questionnaire, including RFPs, security assessments, vendor due diligence, and detailed proposals:
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From the SiftHub Web App: Navigate to the Projects tab in the SiftHub Web App and click “Create Project” to start creating a new Project.
- Link a file: Paste a link to a Google Sheet/Doc or Excel file to create a project where you collaborate directly in the source document using the Browser Extension or MS Add-in.
- Upload a Document: Upload a file (CSV, XLSX, DOCX) directly to SiftHub to create a project where you collaborate entirely within the SiftHub Web App's form interface.
- From the Browser Extension: While working in a Google Sheets or Google Docs questionnaire, access the "Project" tab in the SiftHub Browser Extension's top navigation and select "Create Project" to begin.
- While Autofilling a Document: When trying to Autofill a Google Sheets questionnaire, you will get an option to "Create Project" instead, enabling you to autofill the entire document at once.
- From the Microsoft Add-in: When working with Microsoft Excel questionnaires (desktop or browser), access the Home button in the SiftHub Add-in ribbon menu, navigate to the Projects tab, and select "Create Project" to begin.
Primary Document Collaboration
When you create a project, your base questionnaire becomes the Primary Document, establishing a foundation for efficient collaboration and systematic progress tracking:
- Primary Document Outline: The system automatically generates an intelligent outline, organizing all questions and sections in a logical, easy-to-navigate structure.
- Content Request and Content Review: Seamlessly assign specific questions or entire sections to Project Collaborators for content creation or review, maintaining clear accountability throughout the process.
- Guest User Collaboration: Extend collaboration to external contributors through our guest access feature, allowing them to review and update content through a secure webform without requiring SiftHub credentials.
Project Details and Tracking
The Project Details page serves as your central hub for monitoring document progress, managing supporting materials, configuring project-level fields, and orchestrating the review process:
- Project Summary: View completion status of questions and sections at a glance through the project summary dashboard.
- Project Review: Assign collaborators and reviewers to evaluate the entire project, ensuring response quality and consistency before final submission.
- Manage Supporting Documents: Manage all project files — from requirements to technical documentation and submissions — in one centralized location for easy team access.
- Project Delivery Management: Track project timelines, priorities, and status updates to ensure on-time delivery of high-quality responses.