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Dock editing toolbar in projects and the top of the screen
Ability to dock the toolbar at the top of the screen. This would make the toolbar easier to access and improve time spent editing.
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AI to search for contradicting answers
In quality check, there should be an AI review for contradicting answers in the project. Let's say we respond in one answer with having 500 employees, and in another, we say 550. It should flag it.
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Ability to add attachment while in AI Draft edit view.
While in the AI Draft Edit window, customer (Akamai Technologies) would like the option to add an attachment to the response. The majority of the text box icons/options are available in the text editor but there is no option to add an attachment.
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Keyword Search in Project Dashboard
When in the project dashboard, it would be uber helpful if we could search a term that may be used in any of our active projects – instead of searching in each project individually. This is helpful when we have an overall change to one of our products or services, or if we’ve found that we use a word or term incorrectly –…
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Project Page should display user First & Last Names, not emails
Client Elevance would like to have a user's first and last name displayed instead of emails on the Project Dashboard page. Especially for large organizations it is easier to manage as email addresses may not always clearly show the name of a user.
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Ability to send a project status report/summary from the About page to all users
Customer (Netsmart - 40K ARR reference client) would like ability to have some sort of Project Status Report/summary that they could send on a cadence throughout lifecycle of a project from the Project Dashboard or about page. Would include percent complete, user #'s on questions answered/remaining/etc, stats from…
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Row wise Question marking functionality during import
The file that the user is uploading is not the exclusive SIG macros-enabled template. The questions are modified in a row-wise fashion once we upload the file, which prevents us from configuring the question. Present behavior: The question can be marked in a column. Expected behavior: For such documents, to be able to have…
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Option to set Recommendations/AI Assistant as default object in Right hand Pane of answering page
One of my customers is frustrated that the new AI Assistant UI is now the default object in the right hand panel of the projects answering page. They don't mind the interface update in general, but they are frustrated by having to always switch over to recommendations engine every time, which they use more often than AI…
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Page Count Inside of the Project Workflow
Straight from the Customer: "Majority of our proposals have page count limits for the different volumes. For example: Technical Volume can only be 10 pages long with Arial size 10 font. Each Past Performance can only be 2 pages long We break apart the sections into questions and answers. We would like to be able to see as…
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Bulk updating formatting of answers in project
Currently it is not possible to bulk update answer format (font, color, size etc.) in projects. We can set a format only if we are doing bulk answer using the 'Answer questions' option - which we use to add the same answer for all the selected questions (screenshot below). But there should be an option to bulk update the…
