RFx Questionnaire Platform

Upload customer questionnaires, draft responses with SAGE, collaborate with SMEs, and export polished answers — all in one place.

Welcome to QUILL

Projects

Customer questionnaires, vendor risk assessments, RFPs.

Sort:

Project Name ↕	Customer ↕	RFx Type ↕	Status ↕	Due Date ↕	Assignee ↕	Created ↕

No projects yet. Click + New Project to upload your first questionnaire.

New Project

Case URL, Case ID, or Case Number

Paste any Salesforce case URL, the 18-char Case ID, or the 8-digit Case Number.

Customer

RFx Type

AE Owner

Assigned SC

Region

Project Value

NDA Status

Case #

Products in scope

Tealium iQ (Tag Management) EventStream (Server-side) AudienceStream (CDP) DataAccess (EventStore/AudienceStore) Predict ML Moments API Data Connect

Select which products the customer is evaluating.

Due date (optional)

Questionnaire files will be pulled automatically from the Salesforce case. You can add files manually after the project is created if none are attached yet.

Add file to project

Source

File

Use Add & Parse for a questionnaire spreadsheet (.xlsx/.xlsm) — its rows become tracked questions. Use Add for reference material (a cover letter, NDA, the customer's own policy PDF, etc.) that should just live on the project without being parsed.

Google Drive file URL

File must be shared with toc-drive-reader@contractdrive-geminiapi.iam.gserviceaccount.com

Attach evidence

Source

File

Google Drive file URL

Paste the URL of a file already in Drive (a cert, policy doc, etc.) — QUILL links to it rather than duplicating the file.

Attachments library (shared across all RFx projects)

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Files here live once in the RFx shared Drive's Attachments folder — reuse them across projects instead of re-uploading the same cert or policy every time.

Assign SME

Scope

Assignee email

Project Team

Primary Technical Contact

Primary Business Owner