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Merge Tags Review Cycle
LinkedIn requested a review cycle for merge tags used for statistics in the library, as they require periodic updates. Can you please advise if this is on our roadmap?
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Adding New Sections to Proposal Builder - Styles are not retained
When adding new sections while creating a proposal, the application's default font is used. However, when creating a proposal with predefined templates, the template's default font is applied. The user would like to have a consistent behavior when adding sections to proposals. Client: Oracle Regards, Karthick | Support…
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Better Reporting
template used number of versions created client proposal was submitted to In order to justify the ROI of keeping this tool, we need to be able to track the value of this function by being able to report on metrics and aligning it the value of each winning opportunity. Posed by Vizient
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Ability to convert an Intake to a Proposal (PB 2.0)
Client CADD Microsystems plans to heavily leaverage Intakes for their process but also has plans to use Proposal Builder 2.0. Current behavior allows and Intake to be Converted to a PB1.0 type project, but there is no current ability to convert an Intake to a Proposal via PB2.0. It would allow for a more efficient workflow…
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ADP - Proposal Builder is not properly linking the sections
Right now the Proposal Builder is not properly linking the sections for eg., when clicked on one section it takes us to a different section and the client wants that to be corrected and the links should be placed properly. Ref id: #59461
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Ability to attach visio and .mpp files
Coming via Microsoft. They use these file types with one of the Microsoft applications and would like to be able to attach them . Thanks, Bruce
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Enhanced Activities/Track Changes Capabilities for Proposal Builder
Client Fortrea has a highly collaborative proposal process that involves a dozen or more SMEs and a Quality Check review process. It would be helpful to this process if there was better activity tracking/track changes capabilities in Proposal Builder 2.0. Current product behavior does indicate that a Section was edited…
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Ability to assign Authors & Reviewers in Proposal Builder
Fortrea has a large team with a highly collaborative proposal process. It would be helpful if they could assign both Authors (individuals who will be making edits or changes to a Proposal) and a Reviewer who can complete a final Quality Check Review of the proposal before it's sent to a client. The current workflow only…
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One Section for Choice Content
Need to have the ability to have multiple levels of the document and have a sequence where fixed text appears in the middle of choice/changing text. - Currently only support one area for Choice selected section templates and catalogs (<<sectiongoeshere>>). Doesn’t work with templates were fixed content would fall in the…
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Improve overall end to end user experience. PB development is not easy.
Optum S4 Request: Improve overall end to end user experience. PB development is not easy. Sales leads view has way too many clicks, and errors pop up along the way. It's not obvious what next steps are for a user to walk through building a proposal, even starting with an existing template. Need it to be true 100 percent…