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Comments to be exported along with the Project package
Scenario: Firstsource's proposal team utilizes Responsive to manage RFP responses. During the review and collaboration process, team members add comments to various sections and questions to provide feedback, ask for clarifications, or suggest edits. Currently, these comments are not included when exporting the source…
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Ability to filter questions with attachments on the Answering page
Scenario: Firstsource's proposal team frequently handles RFP responses that require the inclusion of various attachments, such as compliance documents, certifications, and technical diagrams. Currently, while attachments can be added to individual questions, there is no streamlined way to filter and view only those…
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Option to apply Private Sections at the individual question level
Scenario: Firstsource's proposal team manages complex RFP responses where certain questions require restricted access due to confidentiality, compliance, or internal policy reasons. Currently, the platform allows for setting sections as private, restricting access to all questions within that section. However, there are…
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Ability to restrict Guest users to domain-specific
Scenario: Firstsource's proposal team collaborates with external partners and clients by granting guest access to specific proposal documents and projects. However, there is currently no mechanism to restrict guest access to only those within the Firstsource domain. This lack of control poses potential security risks, as…
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Project Export
"Currently, the only filtering option available when exporting from a project is selecting which Sections to include/exclude. Ideally, we would like to be able to apply other filters (a certain flag, tag, Author, with comments, etc.) and export a subset of questions across sections." "We'd like to add more filters to…
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View final export document in an archived project
AllianceBernstein would like the ability to view the final export of an archived project without having to unarchive the project first.
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Formatting of RFx in the Preview mode
Syngene is requesting to edit their proposal document before exporting it, that is the edit options to be made available within the platform. This will eliminate the need for manual work once the proposal is exported. Scenario: Syngene’s proposal team prepares RFP responses that often extend to 40+ pages. Currently, once…
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Bulk Project Question Reviews
It would be great and save time for users to be able to complete a bulk review of questions in projects. Currently the only place you can bulk review is in the content library
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Project Mapping - Ability to zoom in and out
Symplr would like the ability to zoom in and out (like Word) when mapping project documents. Giving users the ability to see more of the document while mapping, reducing scrolling.
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Enable Individual Authors to Toggle ‘Save to Library’ Per Response
The request is from Autodesk. They require the ability for all authors assigned to a response to individually toggle the “Save to Library” option when providing a new response. While we have explained the existing workflow, Autodesk specifically needs this functionality to allow per-response control for each author.
