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Ability for 'Edit in Word Online' to not have messy formatting
My client, Stambaugh Ness, is having issues when it comes to editing their proposal from the proposal builder via 'Edit in Word Online.' They noted that when they select the option to edit the proposal the formatting gets completely messed up and makes it harder for them to make the necessary edits they need to then have…
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Connection between esignature and Proposal Builder
This is a request from MTI Technology. They want to automatically send proposals for e-signature after the client has reviewed and accepted it.
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To remove the ability to edit the Content Merge Tags in Proposal Builder 2.0
Currently while building a proposal, users who are working on the proposal will be able to edit the values of the content merge tags. The values that are updated only pertain to that particular proposal and it will not affect the value defined in the Organization Settings. The value defined in the Organization Settings for…
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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…