New to Responsive? Have a great tip for our new users? Let's help our new users have the best Responsive experience.
While a proposal may ultimately end up as a loss, we want to be able to quantify a proposal as a win for the proposal team if we move to the interview or BAFO stage of the process. How are people marking this in Details? If I add 'Interview' or 'BAFO' to the Stage field, once it is moved to a loss, it is no longer…
Hello! How do you incorporate a cover letter into a proposal template? My challenges are: Cover letter will be customized for almost every proposal. There is a boilerplate to start from but we customize it for each proposal. Cover letter must live BEFORE the TOC in the proposal template (and after the cover page). The…
There are many scenarios where we could benefit from being able to include boilerplate section info on a proposal before or after Q&A pairs. Can this be done? How do you format your template to accommodate this?
Is there a way to add/upload additional attachments to a project when they are not tied to a specific question with an attachment feature?
Another great event in the books! 🎉 This morning, @Mimi Romano hosted a Responsive Essentials session focused on Content Management. What is Responsive Essentials? Great question! In just 30 minutes ⏱️, Responsive Essentials walks new users through the key skills to manage content, collaborate on projects, and maximize the…
Welcome to Responsive! If you or your team members are new to our platform, the Academy is here to help you get started. Join us this week for engaging sessions tailored for Admins and team members alike to build a strong foundation in project and content management. 🌟 Content Management Foundations 🗓️ Tues/Thursday (1hr)…
Is there a way to resend the activation email to a new user?
Hey everyone! 👋 We've noticed a bunch of new faces around here recently — both new customers and admins for existing ones. So, let's take it back to basics with today's tool tip! Did you know you can easily access quick help from within the platform? Just click on the help center icon, and it'll show you relevant links…
😀 Recently onboarded? 🙂 Just joined a company that uses the Responsive? The Foundation Series is for you! This four-part series covers everything you need to know to get started and be successful in Responsive. You will also find links to tons of additional resources📖 in the Responsive Academy 🎓️. And, this series is…
New to Responsive or looking to onboard your Subject Matter Experts? We've got you covered with our comprehensive July Training Series! July Foundation Series: New Administrator or Manager? Register for our live 4-part webinar series designed for quick onboarding and maximizing your investment in Responsive. End User…