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Seeking Best Practices: SME “Visibility-Only” Access (No Required Actions)
Hi everyone! Our team is looking to learn how others are handling SME visibility within projects. In some cases, we want SMEs to have visibility into specific Q&As or sections so they can stay informed and provide input (via @mentions , comments, for example), but we do not want to assign them as Authors or Reviewers since…
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Project 'save in library' feature and usage count
I like to filter by the use count and last used date fields in the library to see which content has not been used for a while. This worked well for me until I turned on the save in library feature in our projects. Now my use count for Q&As are rising because of the multiple edits being made in projects. (Example: One…
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"Save in Library" toggle on Q&A pairs in projects
If we update a Q&A pair in a project, and we have the “Save in library” toggle on, shouldn’t that automatically update the Q&A pair in the content library? For this to occur, do we need to first complete the project (so that all Q&A pairs are saved under the content library) and then re-open the project? End goal: edit a…
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Proposal Manager as Author vs. Reviewer
When managing approximately 50 RFPs per year, do most Proposal Managers find themselves acting as an author to RFP requirements or more as a reviewer? Meaning, when an RFP comes in, are you spending the time to craft concise, sales-positive responses, or due to other RFP projects in the queue and time constraints, are you…
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Best practise organisational structure for Questionnaires
Hi! We have for the past 4 years managed all the RFPs/RFIs, Security Questionnaires and Due Diligence questionnaires within my team. It is everything from very standardised, easy questionnaires to very complex public bids. During 2025 we saw around 620 projects in total and I estimate around 10% of those were public…
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Export Templates and Sequential numbering in headers
Hi Responsive community! I'd love to know how others are handling template export formatting. Specifically with numbered headers. We're working with Responsive and have been for months now over our template/exports. It's been frustrating. We're having issues with numbering. Our sections are numbered headings tied to our…
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Answer Edit Activity Should Track Only Answer Edits, Not Formatting Changes
Current Behavior When users make edits to an answer such as adding line breaks, adjusting spacing, or making other non-content formatting changes the system records this activity as “Answer edited.” User Expectation Users rely on the “Last updated by” filter to identify answers where the content has been meaningfully…
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MFA Online Portals
I’m curious how your team is managing access to online portals that require multi-factor authentication (MFA) or time-sensitive authentication codes, especially when multiple team members need access. On our end, my team doesn’t create login credentials or manage external-facing access; that responsibility falls under the…
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Managing SME Responses
Hi all! We are new to Responsive, and we wanted to see how the Responsive community manages responses from subject matter experts. How do you know once a subject matter expert "signs off" on a response, especially if they don't need to change a response that may have already been populated for them (i.e., they are ok with…
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Expand/Collapse Sections and Sub-Sections
A new option to expand or collapse sections and subsections has been introduced on the Manage Sections page. This feature is particularly helpful in the following scenarios: When multiple RFPs with numerous sections are imported into a project, users can quickly collapse all sections and focus on specific ones without…