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Enable Sub-Table and Partial Table Mapping in Response Projects
Per Khalees KV's suggestion, I'm submitting this request on behalf of our asset management client, Silvercrest. Overview Silvercrest, an asset management client, needs greater flexibility when mapping tables within Response Projects. Specifically, they require the ability to map only a subset of cells within a table or to…
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Projects: Add User Control and Prompts for Auto-Attached Q&A Pair Exhibits
Per Manjula Gnanaguruswamy's request, I’m submitting this enhancement idea on behalf of our strategic client Optum. Overview When users apply responses from the Recommendations pane in Projects, all attachments associated with the selected Q&A pair are automatically added to the project response. While this behavior is…
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Improve AI Draft Status Visibility & Parallel Processing
Currently, when one user initiates AI Draft, other users only see the AI Draft button greyed out, without any indication of why it’s unavailable or what stage the process is in. This can be confusing and often leaves users mid-way without clarity on what’s happening or what their next step should be. Proposed improvement:…
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metadata display in Project
When incorporating the answers from recommendation engine or auto respond , metadata display of its source, becomes a proof read for the client. This was an idea suggested by a prospect - Rede Partners.
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Sequential Authoring in Projects
I know there are a few S4s floating around on this topic but wanted to revive. Fortrea would greatly benefit from sequential authoring. While their case is extreme, they may sometimes have 15+ users authoring a single question or section. Even with the alternate solutions of tasks, comments, and activity monitoring, this…
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Requesting Addition of "AI Draft Completed" Button - Not Red "X"
Hello, My customer Altumint and I are requesting that we add an "AI Draft Completed" button. Currently, after applying and/or discarding responses, if you don't explicitly click on the red "X" button to close the window, the AI Draft Review is technically not completed and prevents any further access to the AI Draft button…
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Ability to have a first draft in responses
Via Optum. Workable in its current form with flags, but some users are interested in the ability to have users mark their work as answered while still seeing that SME involvement is needed. Really a "first draft" option Thanks, Bruce
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AI Draft Should Adhere to Character Type and Character Limits
I’m submitting this enhancement request on behalf of our strategic client Qualatrics. Description of Issue: Qualtrics discovered that when importing a project and setting limits on character type or character/word limits, AI Draft does not recognize or comply with these configured restrictions. As a result, Proposal…
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Past Project Search to include Section Description
Client Fortrea heavily leverages Section Templates in their Projects and would gain significant time savings and value from the tool if the "Past Project Search" also included Section Descriptions and not just Q&A records. We would like to request that an option be added to the Past Project Search Advanced Filter to also…
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PROD-I-1105 Save and Export Client Styles for Footnotes (Annotations)
Currently, clients cannot export projects or responses with Footnote annotations that will save and reflect their own footnote company styles, even though they can import or create Footnote styles in Org Settings; there is no connection between the RFPIO "Annotations - Footnotes" feature and client styles in templates or…
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PIMCO - explicit option to replace the existing answers opportunity
PIMCO's Request: Confirming the process HR team receives the DDQ >> Adds answer into the DDQ manually in the answer column >> Imports the DDQ into Response Project with answers >> Updates the answers that are imported >> Exports back to source file (word) - Correct? Solution Approach Looks like an explicit option to…
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Import: Direct marking answers in empty spaces
This request is from kim.smits@aegonam.com While marking empty spaces by dragging is allowed, directly marking answers in empty spaces is not supported. This is the current expected behavior. But client wants direct marking of empty spaces too. Please find the response in client words - I must say I’m surprised that this…
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User Experience Improvement when selecting checkboxes for Section
Client Fortrea highlighted some behavior that can be very frustrating for their users and it is behavior that I have also personally experienced when working in the system. You can see a clip of the behavior here, but when selecting checkboxes for specific sections it is very easy to accidentally click into a section…
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PROD-I-1033 Dynamic fields change for currency
The client would like to have the option to choose the currency when it comes to start a new project. In many cases we have projects in euros, in others in USD, GBP, AUD and so on. You can see attached a screenshot of how we see the currency in projects and it is not possible to select an alternative currency for that…
