Q&A for buyers | DealCentre AI

All members of a buyer group can propose questions.

As a proposer, you can:

• Propose a single question
• Propose multiple questions by importing them in bulk
• View questions proposed by members of your current buyer group
• Receive notifications by email and in-app notifications when your questions are answered

Note: Only the question submitters in your group can approve proposed questions and submit them to Q&A administrators for an answer. 

When you access the Q&A view as a question proposer or a question submitter, and your team has not submitted any questions yet, the Q&A tab displays a message indicating there are no questions yet.

Propose a question for the first time

1. To display the Q&A view within DealCentre AI, click the Diligence icon on the left navigation panel. By default, you see the Documents view.
2. Click Q&A. 
3. Click Propose Questions.
4. In the Ask a question window:
   • Select a Category that applies to the question from the dropdown list. You see the categories enabled by the Q&A administrator while configuring the Q&A workflow.
   • Choose a Priority: None, Low, Medium, or High.
   • Enter your question in the Question text box.
5. Click Propose question to propose the question. 

After proposing a question

• A success message confirms your question was proposed.
• You are redirected to the Question Proposer page in the Q&A view. You can view your proposed questions in a grid with the status Proposed.
• The question is assigned an ID, which can be used to track it through its lifecycle.
• Your group question submitter receives a notification to review and submit the question to the Q&A administrator.

Propose a question as a proposer or submitter

1. To display the Q&A view within DealCentre AI, click the Diligence icon on the left navigation panel. By default, you see the Documents view.
2. Click Q&A. 
3. In the Q&A view, click Ask Question. 
4. In the Ask a question window:
   • Select a Category that applies to the question from the dropdown list.
   • Choose a Priority: None, Low, Medium, or High.
   • Enter your question in the Question text box.
5. If you are a question proposer, click Propose question to propose the question. OR If you are a question submitter, Click Save as Proposed to propose the question.

   The question is uploaded with a status of Proposed and is added to the top of the questions list in the Q&A view. Each question is assigned an ID, which can be used to track the question through its life cycle. The Q&A administrator will be alerted by email. When a reply is made, you will be notified via email.

You can propose multiple questions at the same time by uploading a Microsoft Excel spreadsheet. The questions are checked for errors during the import process, and you can correct any errors that are found before continuing the import. The questions will be imported with a status of Proposed.

Before importing questions, you must create a spreadsheet that contains the questions. DealCentre provides a template that you can download and use to create your spreadsheet.

Download the template and create a spreadsheet

1. To display the Q&A view within DealCentre AI, click the Diligence icon on the left navigation panel. By default, you see the Documents view.
2. Click Q&A. 
3. In the Q&A view, click Import Questions.
4. Click the download a question template link to download a Microsoft Excel spreadsheet.
5. Open the spreadsheet template. The template already includes tabs for each category. In each category tab there are two columns. In each row, enter the questions you want to propose:
   • Question - Enter the question that you want to propose.
   • Priority - Enter the priority for the questions: None, Low, Medium, or High.
6. Save the completed import file and make a note of its name and location.

Import questions from a spreadsheet

1. To display the Q&A view within DealCentre AI, click the Diligence icon on the left navigation panel. By default, you see the Documents view.
2. Click Q&A. 
3. In the Q&A view, click Import Questions.
4. Click Select File.
5. Select your import file from your device and click Open. Ensure that the file name does not include brackets. The Import window displays the number of questions that will be imported.
6. Click Propose Questions.

The questions are uploaded with a status of Proposed and are added to the top of the questions list in the Q&A view. Each question is assigned an ID, which can be used to track the question through its life cycle. The Q&A administrator and questions submitter are notified when the questions are proposed. 

The questions submitter receives a single summary email when questions are bulk imported by a proposer.

Submit questions

Designated question submitters in the buyer group can review and submit the questions proposed by your group members.

When you access the Q&A view as a question submitter, you will see a grid listing all questions proposed by members of your buyer group.

Each row shows key details such as Status, Category, Priority, and question text.

As a question submitter you can:

1. View all proposed questions from your group.
2. Propose a question.
3. Receive alerts when:
   • A new question is proposed.
   • An answer is received from a Q&A administrator.
4. Edit question fields like question text, Priority, and Category before submitting questions.
5. Submit questions to Q&A administrators.
6. Submit a single follow-up question to an answered question.
7. View all answered questions and responses.

Review and edit a proposed question

1. To display the Q&A view within DealCentre AI, click the Diligence icon on the left navigation panel. By default, you see the Documents view.
2. Click Q&A. 
3. In the Q&A view, click the question that you want to review. The question is displayed in the right panel. You can view the question text, Priority, and Category along with the Workflow information. The workflow information includes who proposed the question and when.
4. Click the Edit icon to edit the question text.
5. (Optional.) Change the Category or Priority of the question. The workflow information is updated after the change is made.

Submit a proposed question

You can export information about one or more questions to a Microsoft Excel spreadsheet. 

Export questions to Microsoft Excel 

1. To display the Q&A view within DealCentre AI, click the Diligence icon on the left navigation panel. By default, you see the Documents view.
2. Click Q&A. By default, the Questions tab is selected.
3. Click Export on the top right of the screen. The file is downloaded to your system, and you can view it in Microsoft Excel.

When a question is answered by the Q&A administrator, you will receive an email alert containing a link to the answer. In the email alert you received, click the link to view the answer. You will also receive in-app notifications in DealCentre AI.

When you need to clarify details or request more information, you can ask one follow-up question after each answer. Follow-up question only works while the original question remains open. You cannot ask follow-up question for a closed question. Asking a follow-up question does not affect the question limit assigned to buyers.

Submit a follow-up question

1. To display the Q&A view within DealCentre AI, click the Diligence icon on the left navigation panel. By default, you see the Documents view.
2. Click Q&A. By default, the Questions tab is selected.
3. Click a question with the status Answered. The question is displayed in the right panel on the screen. This panel includes:
   • Overview tab - shows who asked the question, question text, Priority, and Category.
   • Similar Questions tab - shows questions that are similar to the one being viewed.
   • Workflow tab - shows who proposed and submitted the question, and when.
4. Click Ask Follow-up Question in the right panel.
5. Enter your question in the text box.
6. Click Ask Follow-up Question.

Proposed: Your question has been sent to a submitter in your group for review but has not been submitted to a Q&A administrator yet.

Unanswered: Your question was submitted to a Q&A administrator but hasn't been answered yet.

Answered: Your question has been answered by a Q&A administrator. You can now view the response.

Proposed: A group member has proposed this question, and it is waiting for your review.

Unanswered: You have submitted this question to a Q&A administrator, but it has not been answered by the Q&A administrator yet.

Answered: The Q&A administrator has responded. The answer is now visible to you and the original proposer.

Closed: The Q&A administrator has answered and closed the question.

Action statuses

Delegated

Proposed

Follow-up