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After completing the Request, the Request stage still displays as "Awaiting Response" or "Evaluating
AEG reported that they completed and archived two projects, but the Request stage still shows as "Awaiting Response" and "Evaluating," which is causing confusion for users. When the user selects "Complete Request" from the three dots menu, the stage should also update to "Completed.".
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Ability to prevent evaluators from Un-submitting score cards
SoFi would like to restrict the ability of un-submitting scorecards. A suggestion would be to lock scoring once it hits the "Evaluation Due date"
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manage responder page should have vendor company name in alphabetical order/Sort
On the Manager Responder page, the vendor company names should either be displayed in alphabetical order or have a sort option available.
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Ability to edit the summery page once published
Customers are frustrated that they cannot edit the summary page once it's published. Culpepper, Centennial Bank, and ITK are among those affected.
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Proposal Builder Admin Rights
Need the ability to create new group names for section template categorization and need to be able to create custom and new catalog tags to manage catalogs or delete unnecessary records used for testing Cannot Create Section Group Names and cannot Create New Catalog Tags or Delete records
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Alter Invitation Language
RFP invitations show as a "Procurement Invitation", this will cause confusion with the recordkeepers and needs to be changed. This will need to be changed as we are getting InHub/Investment Banking customers onto the platform.
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If an issued project is archived responder should receive all the notification
If an issued project is archived responder should receive all the notifications related to that project sent by the issuer ( like Announcement and messages)
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All team members should receive notifications when the issuer sends any announcements or updates.
All team members should receive notifications when the issuer sends any announcements or updates on the issued RFP to the responding team.
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Remove Default Collection from view for certain Users.
Hi Team, Augury would like to add partners to their instance but can't risk mixing up data. They would like the ability to hide the default collection from specific users and/or force users to choose a specific collection when saving information back to the library so data isn't parked in Default where anyone can see it.
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Enhancing the content library search to effectively retrieve stemming words.
Current Behavior: In our content library, when we search for the term "BBK," the results do not appear; only the search for "BBKs" yields results. Expected Behavior: Our content library should support stemming, so that searching for "BBK" also retrieves results for "BBKs." This enhancement will improve search results by…
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API Integration
CAPTRUST would like to have API integration setup between Request Projects and their internal systems.
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Custom Report Layout
CAPTRUST would like the ability to create a customized excel export pulling in data from both an RFP and our Annual RFI in the same layout/order as our client reports for easier copying and pasting into PowerPoint.
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Ability to delete the third Column/row on original table
Currently, you cannot delete it.
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DDQ's be separated from RFP's and identified as its own project
Previously was mentioned that DDQ's would be separated from RFP's due to High Volume usage for DDQ's.
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Pricing Calculations within Tables
Ability to have pricing automatically calculate within the table. Very basic calculations were available in RFP360.
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Export of Multiple Responses in an RFP
CAPTRUST initially set-up a question to gather information over a period of 3 years with 3 responses for 2023, 2023, 2021. The data exported from the system in the layout below, the answer showed below the year instead of beside it and there was additional spacing between the 3 responses. Is this something that will be…
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Update Templates if Sections were modified.
Need ability to link sections and templates rather than create multiple versions of sections. Need a master Section that can be added to multiple templates with edits only being needed within the master. These edits would automatically update in all templates it is associated with. This was a feature in RFP360.
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Ability to Export Sections/Templates Into Excel
CAPTRUST requests the ability to export any blank section or template into excel. We are asked to submit our questions to clients for review and typically we do this in Excel. Our team also needs a backup plan if there is an issue with the system and we need to have copies of these templates. There is an alternative to…
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Ability to have Text Limit Responses
CAPTRUST requesting to be able to have text limits for text/dropdowns/tables. Currently there is no limit
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Table needs to be filled out completely
CAPTRUUST noticed that if you fill out one cell of a table (provided by a request customer), it completes the question without filling out the rest of the table. There needs to be a way the other tables are required to be filled out prior to completing that answer
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Captrust - Goal to see Project's comments, activities and Versions w/o Unarchiving a project
Request:Captrust want to see the project's comments, activities and versions of the response without unarchiving a project, as they would need to see which author is assigned to which question, their activities, and discussion to send a follow-up response for an issued RFPHere is the customer's work flow:Stage 1: The…
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Ability to update a received project
Currently, when a Responsive client receives an RFP via Request Projects from another Responsive client, they cannot edit the client name [clientname]. Dayforce has received requests that include an incorrect client name and is unable to edit it. They would like the ability to do so.
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Submit Button available for Response Project Customers
Paying Responding Customers like CAPTRUST are requesting to have the Submit Button to complete projects when receiving RFP's from a user in Request Projects. Previously, a user guide for invited vendors was sent to Responding customers to complete the project workfllow, but the Responding Customers do not have the same…
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Ability to have 0 evaluators in a section
Previously in RFP360, you had the functionality to score an RFP and not assign Sections to users if the section provides no weight to the overall evaluation. Currently, it is making 1 person be an evaluator for a section with 0% weight. We are needing to add a member to that section, however, it incorrectly reflects…