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RRD Go Team - Ability to add project stages/types within specific BUs
As we have completed the Responsive training sessions, Please find below the additions requested for your review and confirmation if ok to proceed. Post your confirmation, I will request Ginno from Responsive to help get the same added for the GOC Business Unit. RRD GOC Project Types to be added in Responsive: RRD GOC RFI…
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Submitted projects should adhere to process
Dayforce has workflow that all requests must go through intake and that only certain roles can create projects. The request projects feature circumvents both of these processes. Dayforce would like all requests to be routed through their intake so they can make the go-no-go decision.
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PII Check when Staging/Uploading content to the CL
Bring in the ability to identify and then mask or replace PII in a customer's historical data/RFx when uploading the content to the CL. If we can replace the PII with Mergetags (auto suggest based on context would be the best, else offer a manual set of choices to replace the PII with), it makes the same that much more…
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Ability to Un-finalize Scorecard
Like in RFP360, customers need to be able to modify the scorecards to take care of any last minute requests from their SLT. Currently, the workflow is to go through Support to move their RFP stage back to awaiting responses and then the customer can unfinalize the scorecard to review. We need to empower the customer to…
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Confirmation emails to all Project Team Members
Currently if an Invited Vendor submits an RFP, there is no confirmation email generated. Need to ensure anyone associated to the Project receives a confirmation email that submission occurred with a time/date stamp. Same goes for Clarifications, currently only the user who asked the question receives an email when the…
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Updated POC's: Requests & DDQ's
Requests: Issuers should be updated to any new POC that has been added or that is in charge of either pushing the proposal through the submission process and/or potentially answering messages/clarifications. This will help ensure future projects are sent to the correct individual and that the issuers know who their…
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Exports need formatting corrected to show correct ID's
The Excel export for Request Projects exports without the Question Numbers as a reference guide. Instead the first column is a string of unique identifier numbers. This needs to be corrected to instead display the Question Number as displayed in Responsive for tracking purposes.
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Being able to filter content with just one tag in it
Customer asked (in ticket 56654) if it is possible to filter content with just one specific tag in it (a content could have multiple tags in it but customer does not want to see such contents). I suggested they use the Exclude option in the filter to filter out contents which has other tags also in it. But it is not…
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Ability to add a question when responding to an RFP via RP for attachments
CAPTRUST sends additional documentation in their RFP's like Terms of Service, Cover Letters, supplemental information for their issuers. Currently, they can add a question "supplemental information" to their RFP, and add their documentation there for other proposals.
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Edit Client Name when responding to an RFP from Request Projects
CAPTRUST utilizes the merge tag [ClientName] within their pairings. When they received an RFP from Culpepper (RP customer), the client name in the project details is Uneditable. Culpepper submitted an RFP for a customer WSGR. CAPTRUST is requesting this field to be editable so they can utilize their responses and…
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Ability to Modify Summary Post Submission
Would like to have the ability to modify the summary page after publishing an RFP. Currently, we cannot edit the summary page.
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Scoring Improvement (excel upload, re-order scorecards, saving scorecards, and re-organize criteria)
Developing custom scorecards is an extremely time consuming effort. Excel Upload: This will save time and make updates easier Reorder Scorecards: If you create multiple scorecards, you can't reorder and move them around, which means if you build them in the incorrect order or have to change one for any reason, you will…
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Update Excel export formatting
CAPTRUST is requesting to update the formatting of response headers in the Excel export output. Instead of having a carriage return and the response displaying below the response header, CAPTRUST is requesting no carriage return and to have the default show the response header in line and a carriage return after each…
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Category in Related words
User is looking to create categories under Related Words to import a set of related words to a new category. User - swapnil@ciena.com Company ID: 5f3544a31e39c17056a8ddf0 Pod Name: POD1 (us-west-01) [US POD1] Ticket ID - 55887 Regards Pavi D
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Request projects - Support for a multilingual group of vendors
During a demo with a prospect (Lapithus), they mentioned they often work with a multilingual group of vendors, so it would be very beneficial to their process if they could set a default language per vendor so that they can issue one RFP to all vendors, but make sure each receives the same document in their native language.
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Ability to type in dates for the next revue date in the content library
Via Microsoft. They feel that scrolling is time consuming
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Display to Responders if Basic or Full rich text
Paying Responsive customers have more advanced workflows in Responsive and may want to apply their styles and formatting to a response. However, it is difficult for them to tell if the text box accepts Full or Basic rich text. Is there a way to make that clear to the Responders so they know if they will need to adjust…
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Request- RFP activities export option
If we can provide an option to export RFP activities, it will be beneficial for the administrator.
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Response Overview Enhancements
The Response Overview page needs some work to make it more impactful in the review process for our customers. Add a multi-select dropdown filter for Responder Name. Should be alphabetized. Ensure the Responder name displays face-up, so you do not have to hover to see which Responder provided an answer. Should be…
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Captrust - (Project Due Date vs. SME Due Date)
Context: As discussed in our meeting today, please see the screenshots of the 'My Work' page below. You'll notice that the final due date appears next to the project, rather than the SME due date. We’d prefer the final due date not to be shown on this page for SMEs. The POC would like to look into the opportunity to remove…
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CRM integration w/ Netsuite to Proposal Builder
This request came from MTI Technologies.