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CRT tags are not removed after exporting
The client is trying to export response that contains CRT in the answer in word source file, but in the project export, rather than replacing the CRT, the linked text is placed above the CRT. This issue only happens for MS word exports, and working as expected for MS excel exports. Requirement: The user wants the CRT tag…
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Editable Project Source Document Integration
State Street would like the ability for users to edit source documents directly within Responsive and export those changes back to the original file. This capability should allow: Editing via the Mapping Screen: Users can update the document directly while working in the mapping view. Manual Additions: Users can manually…
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Undo/Revert Option in Projects
It would be great if there was the ability to either undo a recent change or have a revert option in projects. Potentially even a "recycle bin" for deleted questions. Use case: An enterprise client is having an issue with users accidentally bulk answering questions or deleting questions from sections in projects. To fix…
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Securitas Technology - Ability to lock down response headers so users can't create new ones
Workflow Request: If my understanding is correct, Julia (From Securitas) is looking to lock down the response header so that users can only choose between certain response headers and not create a new one for each Q&A pair so that she does not see 18 different responses. Right now this is not possible. If a user select…
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Turn off/ bypass auto-configure or Mapping agent.
Crowdstrike has requested the option to disable the auto-configuration feature when importing an RFx. Some users find that the feature does not always identify things correctly, and it takes time to correct. Therefore, they would prefer to map it themselves since they have become proficient with Responsive. They would like…
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Bypass Translation During Document Import from Translated Projects
GE Healthcare wanted to create this as an enhancement request. Scenario: A document is uploaded in "Project A" > Translated and imported. Project A is cloned now (Project B) > Upload a document > Immediately, we see a warning message asking the users to translate the uploaded document. Customer does not want the…
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Intake creation
The client is requesting an option for non-Responsive users to be able to create intakes directly from Salesforce. At present, only users who are part of Responsive can create intakes from Salesforce. (75299).
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Option to Remove the "Section Description"
Request: On behalf of our Enterprise client Hoffmann-La Roche AG, we are requesting the ability to remove a section description entirely. Current Limitation: Currently, the only available option is to collapse all sections. There is no way to delete a section description. Proposed solution: Introduce a “Remove” option that…
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TRACE Score Filtering
A common request from prospects during demos. It would be beneficial to have a TRACE score filter option when reviewing 1st draft answers, and ideally in a response project too. The reason is we talk a lot about the value of TRACE scores in providing context/confidence in an AI generated answer. While you should always…
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Comment collaboration to be indicated on the PDF document in Projects
Comments added on PDFs cannot be collaboratively reviewed and responded to within Responsive. There is no versioning or re-import capability for PDFs with client comments. Currently proposals shared as PDFs, are manually reformatted and shared internally. Estimated frequency: 5–10 such cases per month.
