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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…
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Merge Tags Improvement
Optum S4 Request: Merge tags.Dynamic merge tags (system built merge tags) are completed when confirming/selecting sections and/or catalogs to include, theme merge tags are completed via pop-up box with no ability to display "help text" to guide user to what content needs to be entered. Multiple places to fill in the…
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Editing Section Templates in the Preview mode
Optum S4 Request: Editing Section Templates in the Preview mode. (In developing phase) Section Template edits in preview mode - styles are not currently displayed in preview mode, edits are only available during step 2 Content - but styles are not visible here so Step 3 Preview is only place to see how it (might) export.
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Footer Improvements
Optum S4 Request: Footers not working appropriately. Footers are not automatically being placed at the bottom of each page and staying within the text of the section.
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Page Breaks not recognized from Section Template
Optum S4 Request: Page Breaks not recognized from Section template. Page breaks from the original source are not recognized and need to be added back in manually.
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Proposal Builder Admin Rights
Need the ability to create new group names for section template categorization and need to be able to create custom and new catalog tags to manage catalogs or delete unnecessary records used for testing Cannot Create Section Group Names and cannot Create New Catalog Tags or Delete records
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remove OTP for proposal builder
Current client and potential PB user wants to be able to remove OTP requirement for proposal builder as it adds steps for their customer
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Automate the upload of completed Proposal PDF's to the SFDC opportunity they are associated with
Nuix raised the idea of being able to automate the ability to add PDF copies of finished proposals to the Salesforce opportunity they are associated with. This would remove the manual step of downloading the pdf from Responsive and reuploading to Salesforce for record keeping.
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Ability to Export Data from Responsive into Excel/CSV File
On this call Karthik met with the Vizient team to show them some samples of reporting for Proposal Builder. Ultimately, they loved the demo and wanted to note / request a few enhancements: The ability to overall report on Proposal Builder statistics much like you would with any regular project within the project module.…
