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Past Project Search to include Section Description
Client Fortrea heavily leverages Section Templates in their Projects and would gain significant time savings and value from the tool if the "Past Project Search" also included Section Descriptions and not just Q&A records. We would like to request that an option be added to the Past Project Search Advanced Filter to also…
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Murex- issue with file mapping
End users- need to format the RFP regularly- taking additional 30 mins to 1 hour- to go back and forth modifying the document and then going back and re-importing the document while clearing out any previous imports. This takes time. They go to Mouemen and ask him to complete - issue is complex RFPs with multiple headings.…
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Enhancement Request: Section-Level Compliance Summary View for RFP Responses
Hi Team, I would like to submit an enhancement request on behalf of Nasdaq to better support their RFP response process. Overview: Nasdaq’s team prepares a Compliance Summary as part of their RFP workflow to identify gaps and assess potential risks prior to final submission. Current Challenge: At present, there is no…
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Due dates: We need 24 hour format (CET) instead of am/pm - for projects
Hi Team, Our customer ZKB has requested the option to display project due dates in a 24-hour format (CET). Could you please advise on how we can support or enable this? Thanks! Kindest, Sathish
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Disable automatic Submission Due Task
GE Vernova Consulting Services is looking to remove the automatically generated project task for RFP/RFI Submission due. The reasoning behind this is that once they submit their quote/proposal it is usually returned and revised until it is either accepted or declined. They want to leave the projects open until after the…
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Open Quick Access to View Source File to all Users
Dynatrace finds this feature incredibly helpful but noticed that only admins could see this feature in the projects. They think it would be very beneficial for all users assigned to the project to have access to this feature.
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Automatically "lock" an assignment after the Due Date has passed
Client Fortrea collaborates with 1300+ SMEs that act as Authors on their projects. They would like to be able to set a Due Date for the Author and once the Due Date has passed the Author would be "locked out" of their assignments and unable to make further changes. This would help keep their workflow consistent and…
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Project template with Salesforce
Cigna is requesting the ability to select a Responsive project template from Salesforce when working with a new opportunity.
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Adtran- cannot view all questions under a section if there are subsections included
Adtran have a real issue with their RFPs as the project could contain hundreds of sections (including subsections). The section does not give the full number of questions you have to open each subsection to see how many questions have been answered) They have asked if this could be updated in a future product release.…
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Improve Handling of “Partially Complete” Status in HECVAT Imports
HECVAT Imports Mark Questions as “Answered” Due to Non-Answer Fields (Guidance/Sub-Labels) Requested by Genetec (Enterprise, $56k) Summary: When importing HECVAT (and similar security questionnaires), certain questions are automatically marked as “answered” even though no actual response has been provided. This appears to…