Who this is for: Anyone starting a new QuickTurn for an Excel or CSV questionnaire. Time: 2–5 minutes.
Loads your questionnaire file into AnswerPath, confirms which column holds the questions, and creates a new questionnaire page where drafts will appear.
In the sidebar, under Tools, click QuickTurn.
On the upload page, you'll see Upload Questionnaire File with "Drag and drop your Excel or CSV file here, or click to browse". Supported formats are .xlsx, .xlsm, .csv, up to 10 MB.
Drag the file in or click to pick one.
Fill in:
Customer Name (required) — who sent the questionnaire (e.g. "Acme Corp").
Project / Deal Name (required) — what this questionnaire is for (e.g. "Acme — Q2 Security Review").
Account Owner Email (optional) — the teammate driving the deal.
Company Domain (optional) — e.g. acme.com.
AnswerPath will read your file and show progress:
Preparing document…
Analyzing Document Structure…
Extracting questions…
Ready!
If you see "Analysis failed. Please go Back and try uploading again.", click Back, double-check the file, and re-upload.
After analysis, you'll see:
Excel Sheet — if your file has multiple sheets, pick the right one.
Question Column — pick the column that holds the questions.
Preview Questions: — a sample of what AnswerPath will treat as questions.
If the preview looks right, click Generate Answers. If it looks wrong, adjust the column or sheet and click Re-parse with Selected Column.
You'll see "Creating Questionnaire…" and then "Please wait while we process your file and create the questionnaire." When it finishes, you land on the questionnaire's detail page, where AnswerPath starts drafting answers.
From here, see Review AI suggestions.
One column of questions is all you need. Extra columns (priority, notes, internal owner) are fine — AnswerPath just needs to know which column holds the questions.
Convert Word/PDF first. If the questionnaire came as a Word doc or PDF, copy the questions into a simple one-column spreadsheet before uploading.
Name the Project descriptively. "Acme — Q2 Security Review" beats "Acme" — you'll thank yourself three RFIs from now.
File limit is 10 MB. If your file is bigger, it's probably got images or heavy formatting; strip those and re-save as .xlsx or .csv.
