Response Projects

Recent Discussions

Review and Moderation warning in AI Draft/Assistant
When AI Draft or AI Assistant gives an answer, it shows the sources. But if a source is review or moderation, it does not give us this warning. Ideally, it should let you know that it is in review or there are some updates in moderation currently.
Highlighting search terms in projects
In content library, when we search for a word, the word gets highlighted in the search results. But this does not happen in a project's answering page. And it will be difficult to find the word if there are many results or if the answer is very big. So, searching in project should highlight the words. This should not just…
Saving AI prompts
A few customers have asked if it is possible to find their previous AI prompts. Currently it is possible only to save AI prompts in project settings and at section level. But if you I run AI Draft with a prompt in a section that does not have any saved AI filters, you will not be able to get the same prompt again if you…
Misleading message in AI Draft 'Discard Answers' pop-up window
In ticket TKT-210124, customer mentioned that the message that we see when closing AI Draft window is confusing and misleading. The message says, "One or more questions from the following sections will be discarded. However, answers that are applied will be saved". It first says, "One or more questions". Then in the next…
Option to prevent guest user from making edits in project answer
When sending questions in a project to a guest user, there should be an option to prevent the guest from making any changes in the answer and be able to only add comments. This is basically like a view permission and edit permission. This is so that the guest's inputs are vetted before it goes into the answer. Or else, the…
Filter to find questions with blank answers
In the answering page in project, there is a filter to find all the 'Answered' and 'Unanswered' questions. But even some of the 'Unanswered' questions could have contents in the answer box. So, if we want to filter all the questions that have blank answer in it, we need a new filter in the search bar in the answering page.…
Being able to see the past instructions given in AI Draft
I had two customers asking me if it is possible to see the instructions given while searching in AI Draft. I am unable to find the tickets now. I told them that it is not possible now. Currently this is possible only if you add an instruction in the 'AI Assistant Filter' for a section. But I think we should have a way by…
Filters/ Grouping in Archive Folder
One of our investment customers suggested it would be great if there was a way to group projects in the archive folder to make it easier to find versus scrolling. For Instance group by and be able to filter based on the group Test Projects Year Duplicate
Past Project Name Filtering in Project Settings
Problem Summary Upgrade, Inc. completes client questionnaires year over year that contain largely the same questions. In many cases, answers remain unchanged from previous years. To improve efficiency and answer reuse, they want more precise control over which past project AI Assistant and Answer Library Search reference.…
Reminders or Alerts for Required Field
Adding this s4 on behalf of Jo-ann from Dayforce. During their recent RFP submission, several multi‑column response fields were left incomplete. Upon review, the root cause was identified: the Required parameter for these fields was not set to mandatory in the configuration, allowing empty responses to pass validation.…
Notifications of each Q&A completion to be sent to Primary Project Owner
Seismic would like to have an option to turn on email notifications for all completed projects tasks to be sent to the Primary Project Owner. Currently the Primary Project owner received notifications about the section being completed and they would like to received emails when each Q&A or Section description is completed.…
Checkbox mapping in Excel Sheet (CONV-2102)
The client is using an Excel sheet to import Q&A pairs into a project, where the response fields contain values in a dropdown format. The client is mapping these dropdown values as checkboxes during the answer configuration. However, when mapping the dropdown to a checkbox, the column field appears empty, as shown in the…
Feature Enhancement Request: Track Changes Across Full RFP Cycle
Client Name: Syngene I would like to raise a feature enhancement request based on recent client feedback. Enhancement Request: Track changes across the full RFP lifecycle with visibility similar to “Track Changes” in MS Word. Current Gap: Clients are looking for a transparent way to view: Who made specific edits or…
Automatic Figure Numbering
Westinghouse has a lot of pictures/diagrams included in their proposals. They have them in the library saved with a caption of 'Figure # - (description)' They have expressed several times that they would like Responsive to recognize and automatically number those figures - so recognize there are 3 figures in the proposal…
Automatically Add Users to Project Team When Assigned in Custom User Fields - TKT-212504
Current Behavior: When a user is assigned to a custom user field (e.g., Content Manager- manually added) in the About section, they are not automatically added to the Project Team. Only system roles like Primary Contact, Authors, and Reviewers are auto-added. Requested Enhancement: Automatically add users to the Project…
Non AI Trace Score
From State Street - Trace score for non AI generated responses - we populate an RFP with information from database. Can we get a trace score for items that come directly from content library/database instead of just on AI answers
Sort Guest Users Alphabetically
Kaiser Permanente - It would be helpful to be able to sort Guests and Authors Alphabetically on the Project Dashboard. This would allow for easier visibility for longer questionnaires with a lot of guests and authors.
Task Ordering by Priority and Due Date with Color Coding (Optum)
Problem Statement Tasks are currently displayed in the order they were created. This does not help users prioritize work effectively. There is no structured ordering by urgency or importance. There is no color code for task Priorities. Expected Enhancement • Sort tasks in the following order: By Priority (High → Medium →…
Expanded Color Legends in Task/Calendar View (Optum)
Problem Statement Currently, task legends only allow filtering/viewing by: All Overdue Completed To Do Users cannot visually distinguish or filter tasks by other important categories such as: Project Tasks Review Tasks Assigned Tasks This limits visibility and task classification clarity. Expected Enhancement • Add…
Enhancement Request: Section-Level Compliance Summary View for RFP Responses
Hi Team, I would like to submit an enhancement request on behalf of Nasdaq to better support their RFP response process. Overview: Nasdaq’s team prepares a Compliance Summary as part of their RFP workflow to identify gaps and assess potential risks prior to final submission. Current Challenge: At present, there is no…