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Coffee Chat | Seamless Transition: Best Practices for New Admins in Responsive
If you're a new admin in Responsive or aiming to implement significant changes in your Responsive Instance, don't miss our recent Coffee Chat discussion. Led by @Tara Kolinsky, Responsive's Proposal Team Lead, we dissected the process of adopting a new instance and offered actionable examples tailored to your…
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How do you mark proposals making it to the interview or BAFO stage, but ultimately ending in a loss?
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…
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Best way to format a cover letter with boilerplate into a template?
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…
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Can you include Q&A pairs AND sections within a single proposal?
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?
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Additional Attachments
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?
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Academy Live Training: This Week’s Highlights for New Users!
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)…
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Activation Email for New Users
Is there a way to resend the activation email to a new user?
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Tool Tip | Help Center Review
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…
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New Responsive Users (Admins, Proposal Team, and SMEs) Training & Resources
😀 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…
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🚀 July Foundation and End User Series 🚀
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…
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Tool Tip Tuesday | Reporting Icon
Hello out there to all you wonderful Responders! For today's Tool Tip Tuesday I wanted to just remind everyone about all of the fantastic reporting that we've made available to you in your instance. There's an absolute treasure trove of data and insight to mined from behind that icon. Reach out to your Account Team if you…