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Add answer under "more options"
Client moody's has requested a prioritized enhancement request for the ability to "add a question" under the three stacked dots and "more options". Currently the process is a little cumbersome, and having this ability would allow clients to add a question under the section it applies to while they're actively working in…
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Filter out auto responded answers
Our client, Ryan Klein, noted that he has an excessive amount of content in the content library. He said that it started with the thought process of the bigger the net the higher percentage chance there will be a match for the next RFP. So in that vein, want as many answers as humanly possible so chance of Responsive…
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AI Bulk Respond - filter questions by answered, not answered and partially answered
Client - Ciena During the demo, client did give a feedback stating that it would be great to have the filters applicable similar to that of Auto Respond to quickly have a look at partial answered questions and then if required they can re- run the bulk respond with a different filter.
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Recently Used Styles
When selecting styles to format responses Kaiser Permanente would like recently used styles to appear at the top of the list. Currently, the list is in alphabetical order. Having recently used styles would make it easier to update styles without having to scroll through the list, type in a search, or show all styles.
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Enable Custom Guest Assignment Due Date
Kaiser would like the following when guests are working on projects. Kaiser has been wishing for this since 2022. From Kaiser: Currently, the due date mirrors the project's internal due date but it would be beneficial to have the ability to set a different due date like we can now do for Authors and Reviewers.
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Add Paragraph Markers to quickly find extra spacings and lines
Optum S4 Request: Add paragraph markers to quickly find the extra spacings and lines to avoid having to review source code to find the extra spacings.When their content/graphics include a hidden space, they have to copy and paste the content into Word and turn on paragraph markers.Then they can see a non-character…
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Wolters Kluwer USA - Custom Fields customization per Project Types and Project Templates
Our POC has been tasked in creating a easier/better way for their sales teams to create better more seamless RFXs. Ideally, their sales teams need the ability to pull in sections into their Projects with Merge Tags and these are necessary for custom fields. So mandatory fields are necessary in the project creation about…
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Adding Manual Question Number
This is regarding ticket 46739 for Capstone Publishing. Current behavior does not allow a user to add a manual question number until after the question has been added. This adds extra clicks and steps to the workflow. Requesting that the user be able to add/edit the manual question number at time of question creation.…
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Improved Viewer Experience for Project Activities
Currently the Project Activities are listed chronologically and can be challenging for users to review in an easy & streamlined way. Client Fortrea would benefit from the ability to have a more consolidated view of the Activities from the Project Activities page. For example, if they could have the option to toggle and see…
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When adding a new Comment show Project Team first
Client Fortrea has a very large user base and would find it helpful when adding a new comment on a project if the users assigned to that project appeared as recommended options first, or have the option to filter to only project team members. this would help their proposal admin team stay organized and avoid accidentally…
