Skip to main content
Some buyers send their questionnaire as a form in a supplier portal, not as a file. The Realm browser extension reads the questions of that form into Realm as an RFP. When the answers are ready, the extension fills them back into the portal. You answer in Realm as you do in any other RFP. The extension never submits the questionnaire. You check the pages and submit it in the portal yourself. Portal questionnaires are a beta feature. To try them, contact Realm.

​
Before you start

  • Use Chrome with the Realm browser extension from the Chrome Web Store. The extension updates itself.
  • Log in to Realm in the same Chrome. The extension uses your Realm session.

​
Bring the questions into Realm

1

Open the side panel

Open the portal questionnaire in Chrome. Click the Realm icon in the toolbar, or press Cmd+Shift+K (Ctrl+Shift+K on Windows). Select Fill in this questionnaire. The side panel opens on the right side of the browser. You can also find this option when you right-click the Realm icon.
The Realm menu over a supplier portal, with the Fill in this questionnaire option
2

Allow access to the portal

The first time you use a portal, select Allow access. Realm reads the site only while the side panel is open. It fills in answers only when you ask it to.
The side panel asks to read the portal site, with an Allow access button
3

Check the questions

Realm reads the questions on the open page and shows them by section under Questions detected. Open a section to see its questions. Clear the checkbox of each section or question that you do not want in the RFP.If the questionnaire has many pages, select Read all pages. Realm goes through the pages and reads their questions. It does not submit the questionnaire or change answers. When it is done, the side panel shows how many pages it read and lists the questions of all pages.
The side panel after Read all pages, with Read 4 pages, found 38 questions, and the questions grouped in nine sections
Check all the questions before you create the RFP. Open each section and make sure that the list has every question of the questionnaire, with the right text, and nothing that is not a question. Realm fills in only the questions that are in the RFP.
4

Create the RFP

Give the RFP a name. Select a project, or No project. Then select Create RFP. If you already made an RFP from this portal, you can add the questions to it. Select Existing RFP, select the RFP and then select Add to this RFP.
The Add to Realm form with New RFP selected, and the questions Realm found on the page, grouped in three sections
If you open more pages of the questionnaire while the side panel is open, Realm adds their questions to the same RFP. Some questionnaires have follow-up questions that show only for certain answers. For example, “Name your main investors” shows only when you answer Yes to “Is the company backed by external investors?”. Select Try answers to let Realm try the options and find those questions too.

​
Answer in Realm

  1. Select the Open in Realm icon in the side panel. The RFP opens in Realm.
  2. Generate and check the answers as you do in other RFPs. See Filling RFPs. If a question asks for a file, add the file to the answer as an attachment.
  3. Set the finished answers to Approved.
The side panel shows the answers while Realm writes them.

​
Fill the answers into the portal

1

Go back to the portal

Go back to the portal page and open the side panel. The side panel shows how many answers are ready to fill on the page.To fill only the answers that you approved, select Only fill approved answers.
The side panel lists the answers for the page, with 13 ready to fill and a Fill 13 on this page button
2

Fill the page

Select Fill N on this page to fill the open page. Realm puts a border around each field that it filled. Undo reverses the last fill on the page.
A portal page after a fill, with borders around the filled fields. The side panel shows 13 filled in and one follow-up question that the fill made visible
To fill the whole questionnaire at once, select Fill N on all pages. Start on the first page, because Realm fills from the open page forward.
3

Submit in the portal

Check the pages and submit the questionnaire in the portal yourself. Realm never submits the questionnaire.

​
Good to know

  • Realm does not change a field that already has an answer in the portal. To write Realm’s answers over those fields, select Replace.
  • If a field does not accept an answer, for example because the answer is too long, the side panel shows it. Correct the answer in Realm and fill the page again.
  • If a fill makes new follow-up questions visible, Realm adds them to the RFP. Answer them in Realm, then fill the page again.

​
If something does not work

Log in to Realm in another tab. Then go back to the side panel.
Select the Report a problem with this page icon at the top of the side panel, then select Send report. The Realm team gets a copy of the page as the extension sees it, with what the extension last did on the page. The report does not include the text that is typed into the page’s fields.
The Report a problem with this page dialog in the side panel, with a Send report button