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Salesforce sync on completed projects
Logicalis is looking for the ability to sync project information on completed projects. Given their process, particular items need to be updated following the completion of a project. Currently, they must go back into the project, move it to Active status, sync, then re- complete it. Alternatively, they would like the…
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Ability to add a project from Project Template via their Salesforce Instance
This customer (Logicalis US) has a Salesforce integration. They created their projects and immediately link to their SF instance. They have transitioned to completing many projects from projects templates but today that does not initiate from their SF instance when using the project template. They have to create the…
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Klue Integration - Unily
Creating this idea based on discussion with Darshan. In customer's words - We would be interested in finding out if RFPIO could integrate with Klue, so that when we are searching the library about competitors within a project, the information from Klue can be bought into the search and we can easily populate the answers…
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ASK for Outlook (replace Lookup)
I received this feedback from Haworth. They have mentioned that having ASK available as an integration with outlook would be incredibly helpful. I did direct them to downloading ASK as a desktop application as a work around. For Outlook, LookUp seems fairly useless (especially since you can’t directly attach documents…
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SharePoint Integration Request
1. Enhanced SharePoint Integration Filters The Need: The current SharePoint integration relies heavily on keyword search, which makes it difficult to find specific documents without opening them, especially when sorting by date or other metadata. The Request: Add more advanced filtering capabilities to the SharePoint…
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Adding Proposal Builder to MS Dynamics
Similar to our Proposal Builder functionality being able to live in Salesforce, can we create that for MS Dynamics. It would be ideal for some customers to allow their reps to build proposals from Dynamics.
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Auto Identify Drop Downs in Google Sheets
When importing a document from Google Sheets it would be great if Responsive will auto map the drop downs set up in a google sheet. We do this for Excel's currently.
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Canva integration
Request by: One to One Health Client houses all of their RFP templates, pricing templates, and materials for review on Canva. Being able to link it to Responsive would save them time & make the tool stickier. @Bagavathy Nagarajan
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Automated full content library backup capabilities
MongoDb has done an internal audit and identified our platform as a security red flag due to our inability to allow frequent full content library backups to external servers. While they have the API integration and are working on building a log, they can only pull 50 records at at time. With 10,000 records, concatenating…
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Launching websites inside Responsive
GE Healthcare request - do to Box integration not being too useful to the team. They are wondering if the Responsive could ever support the ability to "launch" Box while inside of Responsive. Similar to this Microsoft teams functionality share during this call:…
