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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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"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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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…
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Numbering exhibits
Some of our responses contain images labeled as exhibits. Is there an easy way to have them automatically numbered sequentially as they appear in the order of the project? I tried using the auto-increment in Custom Fields, but was not successful. Any suggestions?
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Is there a shortcut for entering completed Proposal Tech RFx responses back into Proposal Tech?
For Proposal Tech-based RFx projects (which have been imported into Responsive from an MS Word file), is there a shortcut for entering the responses back into the Proposal Tech system to avoid manual copy/paste for each response?
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Redirecting assignments to additional authors (when needed)
Has anyone developed a best practice for redirecting assigned questions to other authors/subject matter experts, when the scope of the assignment is beyond your knowledge as an author?
