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Save subsections & sections as entire section options to library
We need to allow the ability to save back sections along with subsections back to the library. A check mark "do you want to save all the subsections along with this parent section" when creating a template.
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Ability to disable Announcement for team members for Issued project
Currently, if the announcement is published, it will notify all the team members associated with the proposal. The ability to disable announcements for team members for the issued project- Requested by CAPTRUST
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Request-Close score feature
The issuer should have the ability to close the scoring option for scorers once the scoring due date has passed.
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Intake for Requests: Custom fileds
Can we open up the Intake for Requests feature to allow for custom fields? Currently, I can only add a source document, give the project a name, set a publish date, and a $ value for the deal. In most conversations I have w/ prospects, they essentially want to be able to turn a tool like Intake into a survey to gather…
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Enhancement Custom Project Type Options = Auto Invite
auto invite is not an option when creating a custom public project type within organization settings > request management > type and then selecting 'public RFP'. This means you'll have to select it every time you start a new public RFP project.
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Notifications for non autoinvite public RFP's
When public RFP's are enabled and auto-invite is not enabled, project owners are not getting email notifications that IV's are attempting to access the project and fill out the questionnaire. Work around is project owners have to focus on the project and check the manage responders tab to ensure there aren't any new…
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Project Notes - Linked to Business Units
Allow for Project Notes to be assigned by Business Unit Client: GE Healthcare Use Case: Project Types are the same across Business Units/Regions but different BUs have different use cases for Project Notes.
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CAPTRUST - Project Due Date Removal and Add SME Due Date
Captrust requires the due date removal from all email notifications as this is causing an issue for their SMEs during the review process. Here's the original ticket below: https://help.responsive.io/hc/en-us/requests/56798
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Expand the Description box in each section
AAA has requested that the Description box be expandable, rather than requiring users to scroll to view more text. This change will help Issuer’s bidders by allowing them to see the full description of each section, ensuring they don’t miss any important information.
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Add Thai as a language to the Language Pack currently available
NatureWorks has employees who work in Thailand that use Request Projects. So that they are able to work to the best of their abilities we should show the platform in their native language.