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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…
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Identify all columns in import page
The user has an Excel file where column B contains questions, and column C has the "Answer" header. After that, there are thousands of hidden empty columns, and another "Answer" header appears in column XFD. However, when uploading the file, the system does not detect or display the XFD column for configuration. Excel…
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Overall project %
Hexagon is planning to use tasks as part of the projects. One value item would be to have an overall % complete based on open tasks, answered questions, reviewed question for a project.
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Save in Library message
MFS Investment Management would like to implement a prompt for users when they toggle the "Save in Library" option within a project. The prompt will ask users to provide information or comments explaining why they believe the question should be saved in the content library. At present, they receive a significant number of…
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Retain footnotes/endnotes from AI generated responses
For some organizations, footnotes and endnotes are critical to their responses. When we have an AI generated response that uses sources with annotations like footnotes or endnotes, it does not retain those in the drafted responses even if using the a line of text that contains the annotation verbatim. Including annotations…
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Icon/indicator for changes made to responses
Request by: Teladoc Health Client seeks a quicker way to identify if a reviewer made an edit to a response. -Currently there are three options to signal/look into a change: 1. Check Activities tab (full Project), use filters : best option 2. Check Activities tab for each individual question 3. Having Reviewer flag/comment…
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Option to override potential duplicate in the content library
Client Edged has requested an override option for the duplicate check when closing out a project. IT seems that if an answer is applied from recommendations, and then the client uses AI to clean it up, it will still show on the duplicate report when closing the project out. The client is requesting an "override" button to…
