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Reporting Reporting tips & tricks thread
Let’s use this space to swap ideas and hacks for making reporting easier, faster, and more effective. Drop your top tips, tools, or templates below!
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📢 Share Your Experience with Content Reviews!
Hello Responsive Community! I am looking for a client to spotlight in an upcoming session focused on content reviews—especially those leveraging our Responsive AI tools@ If your team has had success streamlining reviews, improving efficiency, or simply transforming how you manage content with these tools, we’d love to hear…
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Is anyone using Responsive to gather information vs share information?
I am a proposal writer responsible for technical responses to RFPs. I am also involved in helping our Solution Directors simplify getting information from customers early in an opportunity that will help streamline the solutioning process. Has anyone used Responsive to colate information gathered from customers in the…
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proposals requiring disclosure of AI tools
Have you seen any proposals requiring disclosure of AI tools, data rights clauses, or AI ethics and bias clauses? How do you manage these requirements, especially regarding cybersecurity and compliance?
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Seeking Expert Advice on Formatting Issues in Projects
Hello Responsive Community, We are reaching out to see if any experts in our community have encountered and managed similar formatting issues within Projects. Our team has been facing challenges with reformatting exported proposals, especially those with extensive numbering and bullet points. If anyone has discovered…
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Translation Add-On pricing "per package"
We're looking into purchasing the Translation Add-On, but I don't fully understand the pricing "per package". What is a "package"? if we were to purchase the 2 million character count package. does that mean: Can we use translation on any number of projects that don't exceed 2 million characters? If a project exceeds 2…
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Is there a way to apply library recommendations to a section template?
I'm trying to gather some of our most commonly used answers from the content library within section templates to help us create proactive proposals. However, it looks like I can only manually add content within sections/subsections rather than use content already approved within our library. Am I missing something, or is…
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Creating Section Reference Links in Responsive - Seeking Best Practices
Hi everyone, In Word documents, we can create 'section' reference links that allow users to click on a 'gray out' number and be taken directly to the referenced section, similar to how a table of contents works. However, in Responsive, this functionality doesn't seem to apply on the answering page. We can only add these…
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Date Format
Hello! For our Cover Letter, we use a merge tag for Project Due Date to pull the date in from the About page. We would really prefer the date on the exported document display as January 16, 2025 instead of 01/15/25. Does anyone know if there's a way to do this without us manually changing it after export? Thank you!
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Importing bulleted questions from a word doc
As the title states, I am importing bulleted questions from a word doc. I am able to set the bullets as questions when I import, however I cannot figure out how to designate a spot for an answer. Ideally I would like the answer to go beneath the question. Any help is appreciated.
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Summit Week Certification Special: 20% Off + Workshop Access!
Happy Summit Week, everyone! 🎉 Interested in getting certified? Now’s the perfect opportunity: we're offering a special Summit Certification Promotion! Throughout October, all certification exams are 20% off with the code SummitCert20. 📜✨ Need help getting started? Today’s Certification Workshop recordings are available in…
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Locking Users Out of RFP
Hi All, We're having a bit of an issue and want to see if anyone has any creative solutions. We set a date/time that assignments and reviews are due. We keep having instances where post assignment/review due date, users will go back into the project and make a bunch of comments for others, creating a lot of last minute…