-
Include Documents tab in the recommendation window, with ability to edit and/or preview attached doc
Optum S4 Request: Include Documents tab in the recommendation window, with ability to edit and/or preview attached documents. Ability to edit a documents from the Project Answering Page. Quickly preview a document.They want to be able to preview attached projects documents and edit them. They don't want to have to return…
-
Import Configuration - Answer Configuration - The error message doesn't look right.
I think it should be 'Add atleast one answer type'
-
Task Template - Task Mobility and Edit options
I've been working with symplr and they love the task templates. In doing so, we found that a few suggestions that might be helpful in adding value to the feature, especially where rfp process needs to be fluid. currently, if you "edit" a task in a project you can only add, or remove tasks from a checklist. it would be…
-
Export flagged questions to a word file from the Project
Client Name: Raven Capital Ticket Number: 57730 The client is asking for an option to export all the flagged questions to a Word file from inside the project Thanks
-
Feature to display the usage count of project notes, with information/ popup for deleted projects
Current Behavior: Currently, under the project notes usage count, we display a number. However, if a project note is associated with a deleted project, it results in a blank screen, as shown in the screenshot below. Expected behavior: In the case of a project being deleted, we can display the project status as "Deleted" or…
-
Activities Log should show specific Style & Formatting updates
Client Fortrea heavily leverages Styles and formatting in their proposals and responses. As they were adopting Responsive they updated their company standard Style Names. The actual style appears to be the same but is named different and the updated Styles are what their Response Template is built on. The problem is that…
-
Ability (While in Archive Queue) to View All Archived Project-Related Documents
Our strategic customer Dentons would like the ability to view ALL documents stored within an archived project (as is, regardless of whether an export package was previously exported). They would like to be able to view the project and all it's supporting documentation (attached) from within the Project Archive queue. They…
-
The project name to be visible when deleting via the checkbox option and when selecting multiple
Current Behavior: When we select a project and delete it using the checkbox option, the pop-up does not display the details of the projects being deleted, regardless of whether it is one or multiple projects. It simply states that these projects are being deleted, as shown in the screenshot below. Expected Behavior: When a…
-
Ability to undock just the "Styles" dropdown from the Rich Text Editor
Client Fortrea is requesting the ability to undock just the "Styles" drop down from the Rich Text editor. Their users heavily rely on styles and rarely use the other features in the Rich Text Editor. IF they could undock only the styles drop down it would give them more visual space on the screen and allow easier use and…
-
Generate an Outline after Import by scanning a narrative RFx
Team, for narrative RFx that specifically doesn't have a structure to respond to but rather requires the responding team to understand the RFx and accordingly create an outline, we should provide customers an option to generate an outline using GenAI since there will a good no of cases where there won't be any Q&A or…