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Intake Reporting
How are you capturing metrics for projects not included in the tool. There are situations where projects don’t get created past the intake due to a few reasons such as unsupported language requirements, non-importable format, etc. Are there any good ways to track this? A field on intake? Would love more information on how…
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How can I bulk update questions after adding Q&A to Library after project completion?
Call me crazy, but I prefer to have my Q&A "scrubbed" before adding to the Library. I like to have the question concise, remove any reference to the customer name, remove numbering and generalize the answer as much as possible so it can be used repeatedly. When a project is completed within Responsive, I cannot easily make…
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Is there a tool in Responsive to automatically remind reviewers of upcoming reviews due soon?
We have a few reviewers who haven't completed their content reviews yet, and their review due dates are coming up in a few days. Is there a way (in Responsive) to manually send out a "your review is due in X days" reminder, to bring it back on their radar if they've forgotten? And if they don't complete the review on time,…
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Incorrect input
Hi all, I must review several questions and their answers in a project to ensure they are up to date. When I edit the responses and then click on save, I get the error "Incorrect input", and RFPIO doesn't save my changes. I'd appreciate someone's help. The error message doesn't say much to me. Regards, Celia
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Use of AI for Contract/Legal Review
Hi! I'm curious if anyone is using some sort of AI tool to help them with contract/legal reviews within your RFPs to assist them in redlining or providing exceptions? We are trying to find an efficiency in this area, so we are not using so much time on our resources and wanted to see if there was a tool out there we could…
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Sections Starting on a New Page?
Hi, I was wondering if anyone could help me. I am trying to start each section on a new page in proposal builder, is this possible? I have worked this out - I don't think I can respond to my own question but this is done in the style section in word not responsive Many Thanks, Tom Smith
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How does your organization utilize reporting within Responsive?
Hi all! Looking for some info on how you're all utilizing the reporting features within Responsive and what metrics/KPIs you track regarding questionnaires, etc. For example: turnaround time, number of projects, number of questions, average time spent per question, YOY projects, win rates, $ contribution, all of that good…
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New Blog Alert: Scaling proposal management success with limited headcount
Whether you’re part of a small team or managing a larger operation, check out our latest blog where @DeeAnn Powers and @Brian Astman share new ways to approach proposal management in any environment. If you are facing big demands and have limited resources, check out their insights on how they leveraged their unique…
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Exporting both the responses and submission package
Hi, Need Help in exporting the responses in the source file as well as the project documents, any suggestions?
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☕ Harvesting Efficiency: Key Insights from Today’s Coffee Chat 🌟
A huge shoutout to everyone who joined us to explore two powerful Project Management features: Audit Answers and Past Project Search! 🚀 🎥 Missed the session? No problem! Catch up with the recording and slides, or dive right into our Academy courses: Audit Answers and Past Project Search—perfect for quick learning on the…
