How can I create a vendor prequalification form and generate excel on the submission?

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    haquin0
    Asked on October 10, 2017 at 01:05 AM

    Hi, I need to generate a form for contractor/consultants/supplier pre qualifications. Can you assist me please.  Also, will I be able to export reports from jotform on the submission from the supplier? 


    Appreciate your help. 

    Hazel - haquino@bloomholding.com

  • Profile Image
    Nik_C
    Answered on October 10, 2017 at 04:01 AM

    Hi, I need to generate a form for contractor/consultants/supplier pre-qualifications.

    I'm not sure how you wanted to do that? Could you please elaborate more so we can assist you?

    Regarding the export of the submission data, please check this guide: https://www.jotform.com/help/73-How-to-Download-Form-Submissions-as-Excel-CSV-PDF

    Also, you could check our integration with Spreadsheets: https://www.jotform.com/help/228-How-to-Integrate-Form-with-Google-Spreadsheet

    Thank you!

  • Profile Image
    haquin0
    Answered on October 17, 2017 at 01:43 AM
    Hi Nik,
    Thank you for your response.
    Okay, I hope my explanation will be clearer this time.
    We are planning to create a (contractor/supplier/consultant) all 3 in 1 prequalification form using jotform and we will subscribe on the 99 dollars per month payment.
    Now what I would like to happen is to know if it’s possible to get a report from Jotform on the submission from the (contractor/supplier/consultant) once they are done with it. In the form I would need them to attach documents mandatory to be prequalified. And there will be list of categories wherein they will select which is applicable to them. Now, will that be reflected on the report or will it summarized their answer on the questionnaires?
    Also, there will be a fee for (contractor/supplier/consultant) to use the form and go thru with it, so will jot form give us a tool for them to make a payment that will be credited to our company’s bank account?
    I am attaching a sample form for your review. It is still subject for revisions and additional information required.
    I will appreciate your response as it will help me on my recommendation to the higher management for our Procurement process.
    Thanks,
    Hazel
    ...
  • Profile Image
    haquin0
    Answered on October 17, 2017 at 01:43 AM
    HI Nik – please see attached sample PQ. Thanks
    ...
  • Profile Image
    Nik_C
    Answered on October 17, 2017 at 03:04 AM

    Thank you for additional information. Unfortunately, we didn't receive the attachment since it is not supported by our Forum, if you have it online somewhere, the link would do. Anyhow, let me answer your questions:

    -Now, will that be reflected on the report or will it summarized their answer on the questionnaires?:

    The data entered in the form will show in the Submissions page or in the report if you created one. To view submissions please check this guide: 

    https://www.jotform.com/help/269-How-to-View-Form-Submissions

    And to create and view reports please refer to this one: 

    https://www.jotform.com/help/326-How-to-Create-Form-Reports-in-JotForm

    -Also, there will be a fee for (contractor/supplier/consultant) to use the form and go thru with it, so will jot form give us a tool for them to make a payment that will be credited to our company’s bank account?:

    Yes, you can do that with our forms, just choose one of the Payment integrations we offer: https://www.jotform.com/help/323-Mastering-Payment-Form-Integrations-with-JotForm

    If you have a form that you already working on, we'll be happy to check and assist you further. Just give us the Form URL.

    Thank you!