Questionnaires & Answer Bank

Many tenders include Pre-Qualification Questionnaires (PQQs) or Selection Questionnaires (SQs). Bid Refinery helps you complete these efficiently and stores answers for reuse.

What is the Answer Bank?

The Answer Bank is an organisation-level library of question-and-answer pairs. Once you answer a standard question (company turnover, employee count, insurance levels), that answer is available across all future projects.

Completing a questionnaire

1. Open a project and click the Questionnaire tab
2. Questions are listed with their type (text, numeric, yes/no, attachment)
3. Click a question to expand the answer editor
4. If a matching answer exists in your Answer Bank, it is pre-populated

Saving to the Answer Bank

After answering any question, click Save to Answer Bank to make it available for future projects. You can tag answers with categories (Legal, Financial, H&S, Capability) to help locate them later.

Editing Answer Bank entries

Access the Answer Bank from Organisation Settings > Answer Bank. You can:

• Edit any answer to keep it current
• Archive outdated answers
• Bulk-import answers from a spreadsheet

Answer expiry

Some answers have a natural expiry (e.g. annual accounts). Set an expiry date on any Answer Bank entry — Bid Refinery will flag expired answers before they are used in a submission.

Attachment answers

For questions requiring document attachments (e.g. "Upload your Quality Management Policy"), link to the corresponding file in your Library. The file is automatically included in exports.