---
title: Simplify Excel
description: Heavily formatted Excel files have long been a source of friction for proposal teams. Merged cells, nested drop-downs, and conditional formatting can block…
---
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# Simplify Excel
Heavily formatted Excel files have long been a source of friction for proposal teams. Merged cells, nested drop-downs, and conditional formatting can block autofill and generative AI features from running at all, forcing teams to manually clean up files before they can process a single question.
With the Simplify Excel option, when you encounter a complex Excel questionnaire, you can now generate a streamlined version for processing directly inside RocketDocs. The simplified version preserves the content you need while stripping out the formatting that gets in the way, so your autofill and AI tools work on the full questionnaire without manual prep work.
This is especially valuable for teams responding to questionnaires, where the original formatting does not need to be retained for submission (for example exports from portals that cannot be uploaded.
1\. Create a project as usual and upload an Excel file. Select Mark Questions, Simplify Excel and Autofill/Generative AI (if you like).
2\. RocketDocs will leave the original document and create a new Excel document adding the word Simplified to the file name. Regardless of the original file format, the simplified file will have 3 columns:
- Original cell number
- Question
- Answer
3\. Responses can then be transferred to the original questionnaire or into a portal.
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