SiftHub allows users to create Projects for spreadsheet-based questionnaires or document-based proposals, enabling automated responses and efficient document management. Whether you're working with security questionnaires, RFPs, or any standardized forms or proposal templates, SiftHub's project creation capabilities help streamline your workflow.
Available Methods
For Google Workspace Users:
For Microsoft 365 Users:
Google Workspace Requirements for creating Projects:
- Save / upload your questionnaire or proposal as a Google Sheet or Google Doc respectively in My Drive. Ensure the format is Google Sheet or Google Doc and not .xlsx or .docx.
- Grant Editor access of document to g-integrations@sifthub.io. Editor access is mandatory for SiftHub to process and autofill your spreadsheets or documents.
Microsoft 365 Requirements for creating Projects:
- Store your questionnaire as an Excel file in an accessible SharePoint site
- Configure the MS Add-in to enable autofill and project creation in Excel.
- Grant Editor access of the document to g-integrations@sifthub.io. Editor access is mandatory for SiftHub to process and autofill your questionnaires