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Add more sorting options for search in past projects
Currently, in the search in past projects recommendations, you can only sort by relevance. Cigna would like more options similar to the regular search for Content Library.
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Task Template Reorder Checklist
Veeva Systems request: The ability to reorder the checklist in a Task Template. This would be drag and drop instead of having to manually copy paste the order.
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Ability to Export the list of all projects
Schnedier Electric IT Corp uses projects today as proposals, as Proposal Builder is not set up the way they would like to work, hence they use Projects for their proposals. Since we will not be doing an opportunity-based approach for proposals, the current workaround we have in place - they are requesting a feature…
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Ability to include links to cited sources in the exported version of the project
Microsoft would find it helpful to save cited sources by AI into the Q&A pair as a reference. This will help them understand what resources were used to draft the final answer. The user wants to evaluate the Sources at a future time, but doesn’t have time to validate all the sources right now. A Source Q&A might have a…
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Request for Client Access to AI Reporting
Please note other enhancement requests have been seen, noting this request specifically for FIS' needs and tracking: Our team at FIS requires benchmarking on all AI usage and components around project lifecycle Process with AI. This report would showcase the data points on how the AI functionality is helping them showcase…
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Ability to edit SIG file
Flexera is another client who would like to have the flexibility of configuration from their end. The user suggested having a toggle (on/off) option for SIG-type files, so they can choose whether to apply auto-configuration or configure the file manually. They emphasized that this process is cumbersome, especially when…
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AI Section Level filter to be applied automatically to recommendation
Client : Fiserv & Adtran The Filters applied for AI assistant at the section level or the filter applied for AI draft at Project level should be applied to the recommendation automatically. This would save time in users again applying the same filters to the section where AI is not able to generate responses, the CL search…
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Ability to hide answer columns in Grid View
Client : Ciena In the Grid view, when an RFP has multiple responses, it would be helpful if we can hide few columns for those which answering has been already done or those response fields which will be worked at a later stage. This will reduce the amount of scrolling from left to right while answering. Can we include this…
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Ready for Review in Grid View is not visible
Client : Ciena When in list view we have the option to see the questions which are pending review Or ready for review with an icon in front of the question as seen below. But in the grid view, we do not have an option to see the questions which are pending for review. There is no highlight here near the question.
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Auto-fill custom fields in project
Request from Honeywell: Can a selection from one custom field, auto populate other custom fields in a project? For example, it would be good if we can select a salesperson’s name from a dropdown list (using merge tags), and then all the relevant sales contact information fields (phone number, email address) could…
