Buyer: How to Standardize RFP Data

We are excited to offer a tool to both buyers and sellers that will revolutionize the RFP process.

By using DOmedia's 1,000+ standardization suggestions, this feature allows you to clean up data to eliminate validation errors, saving you time when it comes to some of the most common changes that users make to their RFP Compile Grids, such as drag-to-fill, filtering, and matching contracting codes, acting as a batch find and replace tool.

The Data Standardization feature specifically targets areas such as:

  • Correcting abbreviations
  • Improving formatting for markets and states
  • Fixing common typos
  • Standardizing capitalization according to dropdown items
  • Adjusting sizes to the format Height x Width
  • Removing hidden spaces before and after data

How it works:

Above your RFP grid, click "Standardize Data".

Note: Ensure you save your RFP grid before clicking "Standardize Data". (If "Standardize Data" is clicked before saving the RFP grid, a message will indicate there are no changes to apply.)

A pop-up will appear with all the suggested changes. These changes are listed in order of highest to lowest of how many occurrences (number of times) they appear in the grid. Rules can exist for DOmedia structured columns as well as custom columns. 

  • All changes are selected by default. If you want to apply all changes click "Confirm Changes".
  • You can choose to not apply a given rule by deselecting the checkbox for that rule.

Click "Confirm Changes" then be sure to save your grid.

Help everyone in the industry:

Would you like to recommend a rule? Would you like to see a list of all the rules? Simply email our support team.