New feature
Send us bid, contract and security questionnaires from Helpdesk
A new Formal questionnaire ticket gets you answers from Monta question by question, by the date you need them.
- Stage
- Live
- Product
- Monta Hub
- Posted
What's new
When a customer or tender asks you questions only Monta can answer, you can now send them to us as a Formal questionnaire from Helpdesk in Monta Hub. Go to Helpdesk → New → Formal questionnaire, set the date you need the answers by and add the questions. Type them one per row, paste a column from a spreadsheet, or attach the questionnaire file itself (Excel, Word, PDF or CSV). Add the purpose (bid or contract, security questionnaire or other) and the customer/prospect it comes from.
We answer each question Yes, Partial, No or N/A, with a comment where it helps. Answers are reviewed by our team before you see them. The ticket shows how many questions are answered so far, and you can open any question to read the full answer. When you are done, Export published answers downloads them as a CSV with your references and sections, ready to copy into your reply.
Why it matters
Questionnaires no longer get lost in email threads. Every question has one answer you can rely on, you can see progress at a glance, and the date you set is the deadline we work to.
Who it's relevant for
Operators answering tenders, contract reviews or customer security and compliance questionnaires that need Monta's input.