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Restrict Team member's from being able to mark an answered question/as unanswered
Blackline (115K ACV) is requesting that team members not be able to edit a response once the question is marked as answered. They have an issue with users editing responses after they have marked the response as answered. They have access to custom roles, but it doesn't appear that our permissions are granular enough to be…
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CL records referenced in AI Draft should be editable
CluePoints noticed that after they ran AI Draft, they can see which CL records were referenced to generate the answer, but were disappointed to find that the record itself could not be edited unlike the experience within the Recommendations Engine on the project Answering Page. They would like the option to be able to…
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Restoring deleted project task
The request is submitted on behalf of Emily Lofing from Election Systems & Software, LLC has accidentally deleted project tasks and would like to restore them. Unfortunately, the platform currently does not offer an option to restore deleted tasks directly.
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Prevent Author Due Date from Exceeding Overall Project Due Date
Problem: An author's due date was incorrectly set to three days after the project's overall due date. This created a situation where the author might believe they had more time to complete their work, despite the external project deadline. Proposed Enhancement:We proposed a feature where the system would prevent the author…
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Moderation nomination
Prime Therapeutics is requesting the following enhancement. They would like to allow writers (Authors) in a project to nominate questions to Moderation and select whether the information is new or an update. They don't believe the system does this well so they would like the manual option.
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Bulk Export archived projects
The client has requested the ability to export all archived projects at once, as this feature would be beneficial for auditing purposes. They are unable to use the export feature in CCL because they are unsure whether all archived projects have been previously moved to the CCL.
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Ability to retrieve images from the content library using AI
Currently the limitation with the AI suite of products is that it can only generate text based outputs and many of our customers and prospects are expecting the AI to retrieve the images along with the response generated. This will be a great value ad to the customers and prospects who have descriptive type of proposals.
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Comment transfer for project cloning
Currently, it is possible to transfer project details, sections, questions, answers, authors and reviewers to a cloned project. But it is not possible to transfer the comments to a cloned project. I believe this is a good idea if you want to clone a project for a backup and you want a complete backup of a project, which…
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Image editor | ability to crop images
Hi team - my client [ESS] has made the request to add the option to crop images within our in-build image editor (in Projects) Currently you may: 1. Resize (drag and/or specify height/width) 2. Add & size a border 3. Add space above an image (vertical space) 4. Change alignment
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Ability for Users to Independently Remove Guest Email IDs from UI
Description: The customer from Williams has raised a concern regarding the inability to independently remove guest email addresses entered into the RFPIO system. This limitation has been flagged as a significant privacy issue, particularly in the context of GDPR and other data protection regulations. Currently, users are…