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Export the Manage Responders page
CAPTRUST is asking for the ability to export the responders page details. Ideally this would include the following information: Company Name Contact(s) Name Contact(s) Email address This will be helpful as many of our customers send a supplemental email to their vendors ensuring they received the invitation and to…
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Move questions from one section to another
RFP360 had the ability to move questions from one question to another to reduce having to delete and move questions to another section, requiring manual re-work. PWC requested this.
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Link questions to Discussions
Idea for ability to link questions to the Discussions to display as a reference, similar to the Vendor Communications tab. This would serve as a reference as showing that information in the Discussion so that it can be viewed and referenced on the Discussions pane. PWC requested this
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Option to hide Answer Types from Word export of a Request
The intent for exporting the Request via Microsoft Word was for legal review. Customer is asking if there is the ability to toggle off and hide the Answer Types from the export. TUSA Consulting requested this.
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Privacy toggle to limit access to answers
There may be scenarios when certain answers may need to be hidden from users. Would we be able to add a privacy toggle to the Request Settings, that could be configured if toggled on? I'm thinking it would allow for the setup of hiding specific Sections and Answers from defined Users who are part of the Issuing Team. TUSA…
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Import Wizard improvement
The import wizard allows for easier importing, but requires updating all answer types, as they cannot be defined in the import wizard. Looking for the ability to add answer types to questions in the Import Wizard OR via an excel upload functionality like RFP360 has where answer types are defined and may also be selected…
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Auto sync with Seismic to pull over updates
Hi Team, Iron Mountain brought this idea up, it would be an additional step from our current integration, and would help them maintain their document library. Best, Bruce
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Update to Sharing QA card w/a Guest
Suggestion that when a Question is shared with a guest: The 'sharer' should be automatically marked as the Owner. Seems like an unnecessary step for the Guest to enter that information (which is required to be able to send a message back in the first place)
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Ability to bulk upload Section Templates from Word
Hi Team, We currently lack the ability to bulk upload sections to the library, which poses a significant challenge, especially with our limited project count model. It is essential that we roll out the feature to upload sections and descriptions from Word documents within CCL. This enhancement will greatly influence…
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Absence of Custom Section Metadata Fields as Filters within Proposal Builder
Hi Team, Currently, the CCL allows me to define custom filters for Sections. However, the same filters are not available in section filters for building my proposal. This is big gap in deals where PB is sold. Kindly consider on priority. @Karthik Kumar @VISWA S @Kunal Shrestha Regards, Sujith
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Provide a suggestion for the 'Remove' option in the bulk update dialog.
For instance, if a user wants to remove certain tags but isn’t familiar with the common tags associated with the selected content, they might need some guidance. This suggestion can also be applied to other selected fields.
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Collection meta data
Informatica would like the ability to add metadata to a collection name. When creating a new collection they would like to add a description to help others when organizing content. Currently, Informatica keeps a spreadsheet with these descriptions outside of Responsive.
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Ability to have a Custom Field visible in Archive but not main Library
Client Optum is doing a major content reorganization & cleanup. They have some content with custom fields that will be stored in the archive, but the existing custom fields won't be used moving forward in the main library. However, they still need to be able to filter/search by the custom field for archived content.…
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Metlife request-Red Oak
Metlife is requesting an integration with Red Oak.
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Ability to remove tags
ADP is requesting the ability to delete template tags in Proposal Builder 2.0 when they are no longer required. Currently, there is no method to remove a tag once it is created if it is no longer needed.
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Moderation compare shows information that are not modified.
Current behavior: The comparison options display data as information have been added and removed but was not originally changed when a user tries to update a content and moves it to moderation. Steps to replicate: 1) In the "Test compare moderation for user" answer of the content library, for instance. 2) If you alter the…
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Feedback from Vizient - New PB and Section Group editability
Had a call with Rebecca from Vizient and she walked through their current workflow. It would be helpful for her to be able to edit in section group view more easily - currently we have to click out of the proposal group, identify the section, and edit it there. having editability in the group view would make life a little…
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Moderation for deletion of attachment
Customer wanted QA pairs to go to moderation when an attachment to it is deleted. Right now, the QA pair goes to moderation only if attachment is added but not when it is deleted. Ticket - 54220
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ability to merge project activities to a Q&A pair in moderation in a compare and merge window
Hi Team, This is coming from Optum/ Hamdya. I am a little skeptical to be honest, but they are asking for a compare and merge window to be able to merge project activities to the activities view on a Q&A pair in moderation. Some pain points that they are dealing with: Moderation is clunky when content is added from a…
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Making CID visible in the compare and merge window (or the ability to customize the metadata in that
Hi Team, This is coming from Optum. Some feedback: Moderation is clunky when content is added from a project that was originally pulled from the CCL, but edited There is no CID to indicate the original record, particularly challenging when there are multiple source records Would be great to see CID in compare and merge, or…