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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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What is the metric "content score" in Custom Reporting for the Answer Library?
I'm seeing a field called "Content score" - anyone know what this is?
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Can you link an Intake to an existing Project?
Or will accepting an intake create a new project everytime? We have a large amount of "pending" intakes but they should have been accepted ages ago and are now not contributing to data as well as being visually messy. Open to alternatives (merging the newly created project with the existing one?)
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Export Templates and Sequential numbering in headers
Hi Responsive community! I'd love to know how others are handling template export formatting. Specifically with numbered headers. We're working with Responsive and have been for months now over our template/exports. It's been frustrating. We're having issues with numbering. Our sections are numbered headings tied to our…
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Any Super Users that respond to State Government RFPs? Looking to connect to pick your brains....
I am a proposal manager for a group that responds solely to State-level Government RFPs. I am new to Responsive as of 1/1/26 and am running into some issues that are becoming difficult to overcome regarding answering longer (several paragraph) questions, formatting, addendum updates, etc. I am hopeful there are some users…
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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…