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Streamlining Export Process
Problem statement: When we export a package to send to a partner, it requires us to add a field (checkbox, signature, date, etc.) to every single attachment in the package. We know that we don’t have to make these fields required, but it is incredibly time consuming when we have several attachments. Moreover, placing an…
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Moved: "Adding new section templates" popup to display in a new tab
This discussion has been moved.
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Reverse Auctions for issuing customers
A common request I get when demoing the Requests tool is for reverse auction capabilities. Procurement teams would like the ability to create live chat sessions that allow all participating vendors to join and post their prices for the bid, thereby creating live competition and driving down total costs.
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Add text Fields for the E-Sign NDA process
Many customers need the NDA to be mention the company name. Right now our NDA E-Signature process only has 3 e-signature fields. We need to add a text option so our customers can create an NDA with fillable Company name, Address, etc. fields to make sure their NDA is compliant with their legal team.
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Add "Retain Document in Library Link" toggle option to projects the same way it functions in CL
When adding attachments, the user prefers to add the attachment and then always selects the option to "Retain Document in Library Link" option so the subsequent users leveraging the record have a link to an up-to-date record rather than an attachment that may be out of date. This option always exists within the content…
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Project: Visual Indicators for Guest Submission of Project Responses
I’m submitting this enhancement request on behalf of our strategic customer Deloitte. Problem Summary Currently, when a Guest user completes their assigned project questions and clicks the Submit button: There is no visual indication in the Project or Section view to reflect that a Guest has submitted their responses.…
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Support for Proposal Tech Editable Radio Buttons
Optum Unable to Utilize Proposal Tech within Responsive: The Optum ORx Team expressed they cannot respond to Proposal Tech projects within the Responsive platform due to the lack of support for editable radio buttons. Feature Request:Enhance Responsive’s Proposal Tech auto-mapping to support radio buttons with editable…
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Linking Previous Responses Functionality
Like many of our clients, Swisscom works on very large proposals where they might have to reference a previous question they've already responded to. They've asked for an enhancement request for Responsive to somehow link these, and automatically update the question number when referencing. IE, say in question 2 they…
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RFP360 Parity - Business Units to have separate Vendor Management Functionality
As business units are being created, each business unit needs to be able to control their own vendors. Currently, All vendors in vendor management are seen for every BU. This is a parity item from RFP360's Sub-Account Functionality. It is crucial for BU's to be able to manage their own set of vendors. This helps their…
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Default Selection of All Project Sections for Export
I am submitting this enhancement request on behalf of our strategic client, Microsoft. Request: We request that all project sections, particularly those added manually, be selected by default when exporting a project. Currently, users must manually select these sections, which is often overlooked and leads to incomplete…
