Add an option at export to not include questions

CGS Administrators answers government bids that are more narrative than Q&A-based, and don't need to repeat the questions back in their final submission. They feel that because the questions are part of the export, they will end up taking more time post-export in cleaning up the document before they're ready to submit. While they will occasionally need the questions exported (e.g., for RFIs), they feel it will be helpful to have the ability to leave out the questions and just have their answers in their exported document/template. This has been expressed by another client in the past.

Please consider adding an option in setting up export packages to strip out questions for clients who do not need them as part of their submission.

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Future consideration

Status: Future consideration

Comments

Khalees V

@Amity Rose Few clarifications

Why would they need to import questions if their intention is to submit a narrative proposal?
Can you point me to the project in their instance to better understand their problem/need?

amity

Hi @khalees - the questions will provide guidance to the users for what content they'll be adding to the final submission. The client has since moved on from Onboarding so I don't know if they've removed the project, but it was called "Jurisdiction B DME MAC 2022."

Additionally we found a different approach where she uses a shredded document. This is in a spreadsheet, so she replaces the "questions" with a "subheader" that she maps as the question instead, so at export it looks the way she needs.