Nov 17, 2023

Creating RFP From a Template

Learn how to create a new project (RFP) using our template system.

Plan Design	Base Plan	Plus Plan
Benefit Percentage	Percentage Question	Percentage Question
Benefit Maximum - Weekly	Money Question	Money Question
Benefit Maximum - Monthly	Money Question	Money Question

We try to make the process of creating a RFP (using the term RFP loosely here) easy for our customers. In our technology every RFP is called a "project". To make things easy for integration developers we've made it possible to create project templates. You can then compose an RFP project from one or more templates with any answers prefilled out.

Here's an example. Let's say we want to be able to have a plan design table on every RFP we create on Proposal Tech like this:
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This can be built via our api with the following query:

// Query
  mutation Mutation($input: CreateProjectTemplate!) {
    createProjectTemplate(input: $input) {
      id
    }
  }

  // Variables
  {
    "input": {
      "sections": [
        {
          "table": [
            [
              {
                "text": {
                  "text": "Plan Design"
                }
              },
              {
                "text": {
                  "text": "Base Plan"
                }
              },
              {
                "text": {
                  "text": "Plus Plan"
                }
              }
            ],
            [
              {
                "text": {
                  "text": "Benefit Percentage"
                }
              },
              {
                "numeric": {
                  "text": "",
                  "format": "PERCENT"
                }
              },
              {
                "numeric": {
                  "text": "",
                  "format": "PERCENT"
                }
              }
            ],
            [
              {
                "text": {
                  "text": "Benefit Maximum - Weekly"
                }
              },
              {
                "numeric": {
                  "text": "",
                  "format": "MONEY"
                }
              },
              {
                "numeric": {
                  "text": "",
                  "format": "MONEY"
                }
              }
            ],
            [
              {
                "text": {
                  "text": "Benefit Maximum - Monthly"
                }
              },
              {
                "numeric": {
                  "text": "",
                  "format": "MONEY"
                }
              },
              {
                "numeric": {
                  "text": "",
                  "format": "MONEY"
                }
              }
            ]
          ]
        }
      ],
      "name": "Plan Design Template",
      "company": 123 // your company id
    }
  }

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Then when you want to create a new RFP project from an existing template, you can use the following query:

// Query
mutation Mutation($input: CreateProjectFromTemplate!) {
  createProjectFromTemplate(input: $input) {
    id
  }
}

// Variables
{
  "input": {
    "company": "123", // replace with you're company id
    "name": "New RFP with Plan Designs",
    "templates": [
      {
        "id": 123, // replace with the ID from the template creation
        "answers": [
          {
            "value": "my answer",
            "questionId": 123 // replace with the ID of the question in the template
          }
        ]
      }
    ]
  }
}

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Voila! You now have a new project created from the Plan Design template we created previously. You can explore the entire API via the playground.

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Creating RFP From a Template

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