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Tool Tip Tuesday | Creating Response Teams
In today's Tool Tip, we showcase how to create and manage a team of users in Responsive.
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How can we improve the recommendations provided by Responsive?
Hello everyone, I'd like to know what is the best way to optimize the recommendation engine of Responsive so that it could give us the best possible answer. Is there anything we can do/change about it or is it a fully automated feature?
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What happened to the notification queue?
Hello, Previously, I was able to tag reviewers, queue the notifications, access my queue from a small paper-airplane icon at the top right of my screen, and send all the notifications at once. I can still queue notifications, but I can't find the queue. The paper-airplane icon is gone. Last Friday, I found my notification…
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How to set default Project view setting to Current?
After the latest update, has anyone figured out how to set the default active project view to Current rather than All?
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Tool Tip Tuesday | Custom Flags in Projects
Looking to customize your project workflow? Check out this Tool Tip about how to create Custom Flags in Projects. Flags allow you to quickly filter content and to identify how items should be addressed.
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Creating Additional Deadlines with Notification (for example, Clarifying Questions due dates)
We're trying to figure out the best way to create "sub" deadlines within a project. For example, we need to create a "clarifying questions due" due date for almost all our RFPs. We need it to be set up in a way so that we (project owners) get notifications when the deadline is coming up. In the same way we currently get…
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Tool Tip Tuesday | Guest Functionality in Projects
In this Tool Tip, we explore Guest Assignment/Experience within Projects! Here's what we'll cover: Assigning a Guest User at the Section or Question Level Understanding what the Guest User receives in their email The Guest User Experience when responding within the Guest Portal Feel free to share in the comments how you…
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What % of your project volume is managed via Responsive?
If you had to guess, what percentage of your total project volume is managed and coordinated through Responsive? We're not sure if it's because of our industry and the complexity of the documents that our customers request, but many times, unfortunately, Responsive has not proven to be the most useful tool to manage…
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Projects - Exporting to Source Documents vs Firm's Standard Templates for your RFP/RFI/DDQs
Hello! We are in the financial industry and we would like to know what our peers are doing in this part of the completion process of a questionnaire. What industry are you in? Do you export your questionnaires back to your Source Document the client sent? OR Do you export your questionnaires into a firm standard template?…
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Team Structure
Hi! For everyone who has multiple Proposal Specialists in their company, how do you structure and disperse workload? Is it by new/renewal business, solution or specialty, or something else? Thanks for your help!
