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Wolters Kluwer USA - Ability to hide Section Name upon Export
Wolters Kluwer USA is requesting the ability to choose to Hide a Section Name when exporting. The ideal behavior would allow the user to choose for each individual section if the section name should be exported, as they sometimes want the section name included but other times they don't. this would save the client time on…
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Bulk update answers that have the "Answer updated in library" tag
In the financial/asset management industry, clients send out DDQs that have the same questions every quarter. So our users tend to use project templates often. When there are more than one updated answers in a project, it is time-consuming and laborious for them to go into each question and update the answers manually.…
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Authorwise export filter
This request is from Adenza (Nasdaq). For the export of RFP, please have author wise option like (section view \ Imported files view).
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Adding Annotation to the Activity history (request by Evernorth)
Hi Team, Evernorth has come across an issue where their annotations were removed when importing updates. With that said, we noticed Annotations are not documented in the activities and therefore, users and engineering team do not have a way to locate the content. This limitation is an issue for users who uses annotation as…
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Fortrea: Ability to comment on partial text in Section Description or Response
Fortrea is brings a lot of collaborators in projects sections or Q&A pairs. They would like to be able to highlight portion of text and comment on the highlighted only vs the whole Description or Response field. Currently the users find it confusing to communicate via comments and in the comments defining what portion of…
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Ability to Export into a Text Box
Option to export Text within a Question or Answer Text Box. Situation: Issuer has text boxes they would like the client to respond into Requestor: Lisa Leonard from Kyriba cc @Jody
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Adding project flags in Custom Reports
Currently we have a field named "flagged questions" in custom report. But here we are only able to view the content flag and these are not used in projects. The customers ask is to view the Project flags while creating the Custom report.
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AI - Executive Summary to be exported in PPT
Client : Genpact Submitted by : Janani RK Swamy When we implement the option to generate Executive Summary using AI, can we have the option to export the summary to PPT slides. Genpact mostly deals with RFP's which require submission in PPT format and hence they feel this would be really helpful.
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Improved click path/workflow for Draft
Within Sections, it's odd users have to select Draft before checking the box of sections on the left. Intuitively, I want to check the information, then select Draft a response. Once Draft answers have been created, users select the X in the upper right-hand corner to "accept" the responses and review them. X typically…
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Add "Email Queue Sent" Action to Project Activities
Client Fortrea noticed that in the Project Activities there is a "Email Queue Deleted" action but no action for "Email Queue Sent" unless you navigate to the Email report. This is also not visible in the Organization Settings Activities. It would be beneficial for their project managers to be able to see when the email…
