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Project Primary Contact
Hi All, When working on a project, an user would like to have an overview on all the questions. So to do that, I add the user as a Primary Contact in the Project. Although the user can see all the questions, the user is unable to edit it. What shall I do to be able to let the user access to all the questions (and edit it…
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Tool Tip Tuesday | Queue and Notify Later
Hello everyone! 😊 With inboxes constantly getting full of nonsense notifications, here is a tool tip on how to reduce some of the craziness when it comes to Responsive. This tool tip touches on how to queue notifications during the project workflow while assigning authors, reviews, and guests. Then once you’re ready, send…
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New blog post: How AI can help you with your proposal
Hi all! I'm pretty excited about this new blog post. It answers a lot of pertinent questions about AI, like what GenAI really is and whether AI is a threat to jobs. Of course, as the title says, it discusses how AI fits into the proposal process. Let us know what you think! We'd also like to hear some of your AI stories.…
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Unlimited Licensing discontinued - how is your org adjusting?
Curious to hear if your organization is affected with Responsive no longer offering unlimited licensing. @Renee Cyprian @Lyn Garner
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What word template style does description type use?
When I export my project, the "Description" tag is using the style I have tagged against "Answer"
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Tool Tip Tuesday | Past Project Search 2.0!
With our May 2024 Product Release, came an update to our Past Project Search function! While the previous version only allowed you to see the question and answer in the Recommendation pane, you can now see all of the associated meta data as well. We've also adjusted the Project Primary Contact filter from single, to…
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Project Due Date Format on About Page
Does anyone know if it is possible to change the format of the project due date on the About page? I am using merge tags on my template to automatically populate the due date on my export documents, but it is pulling through as year-month-day. I would prefer for it to show up as month-day-year.
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RFPIO SME Content Review
Hello, I am in the process of a large content library audit. Some SMEs do not mind updating content in the RFPIO system, however, there are SMEs who would prefer actual hard copies to review to understand the scope. What have been efficient workarounds or approaches for SME review for those who do not wish to review in the…
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Stages for Reporting in Salesforce
Hi everyone! We are talking about changing our Stages because we have a new dashboard in Salesforce. It's showing our Stages, but we want to show when we get to the next round, not just when we win the final opportunity. Can you share with the community your Stages???
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Poll - What does everyone call their process of reviewing and breaking down the RFP requirements?
