Project: Export

Preserve the existing formatting of a response when an annotation is applied or removed. Requested by Federated Hermes Current Behavior: When a user applies an annotation to a response containing multiple paragraphs, bullets, or other formatting, Responsive removes that formatting and combines the response into a single…

Customer: IBA Use Case: IBA frequently receives Word-based tenders with nested sections and questions where the source document’s hierarchy does not follow Responsive’s sequential structure. For example, a section may immediately contain a subsection and questions that need to visually begin at a deeper indentation level.…

Customer wanted the ability to export the project answers, currently in progress and not completed, review them outside of the project, updated the answers needed, and reimport it into the project so that answers from the projects are all reviewed and updated in bulk. This is almost similar to the export content and…

State Street has asked for this Enhance the Project Activity Export so it includes the full reviewer history, including reviewer additions, removals, and review completion events. Currently, this information exists within the application but is not available in the exported audit report.

Customer: Federated Hermes Problem Statement Federated Hermes regularly receives due diligence questionnaires and RFPs as fillable PDF forms. Because Responsive does not currently support importing fillable PDFs, the team must first convert each document to Microsoft Word before importing it into Projects. The conversion…

ZKB have a use case for being able to export bulk projects. Currently, projects can only be exported individually, requiring users to navigate into each project to export it. Adding a batch export option would streamline the process by allowing multiple projects to be exported simultaneously.

Hi Responsive community! I'd love to know how others are handling template export formatting. Specifically with numbered headers. We're working with Responsive and have been for months now over our template/exports. It's been frustrating. We're having issues with numbering. Our sections are numbered headings tied to our…

The translation process in project and during project export is complicated right now. First of all, there should be a way to bulk translate the entire project or selected sections. This translation should be for either the answers OR for sections & questions and also the answers. If the project is still in the same…

For Proposal Tech-based RFx projects (which have been imported into Responsive from an MS Word file), is there a shortcut for entering the responses back into the Proposal Tech system to avoid manual copy/paste for each response?

"Currently, the only filtering option available when exporting from a project is selecting which Sections to include/exclude. Ideally, we would like to be able to apply other filters (a certain flag, tag, Author, with comments, etc.) and export a subset of questions across sections." "We'd like to add more filters to…

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…

The client has requested the ability to export all archived projects at once, as this feature would be beneficial for auditing purposes. They are unable to use the export feature in CCL because they are unsure whether all archived projects have been previously moved to the CCL.

Working with Honeywell, they have provided feedback that about their experience trying to export directly to PDF. Here is their thoughts and where they are encountering issues: A consistent comment I am hearing from the team is about exporting directly to PDF. So far, it would be impossible to export proposals directly to…

This request is from Juniper. When we ensure mentioning the target language at the time of export, we can view the translated questions in English, in Word and PDF exports. But in Source and Default Excel export types, the question always stays in the source language, irrespective of the choice of language (source or…

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…

Any one else having trouble exporting to source file? My last project created a separate source file and response file upon export. I need the doc to be in it's original format for the client. (Exporting to the source will extract your responses from Responsive and plug them back into the original document. This is best…

Hi everyone, In Word documents, we can create 'section' reference links that allow users to click on a 'gray out' number and be taken directly to the referenced section, similar to how a table of contents works. However, in Responsive, this functionality doesn't seem to apply on the answering page. We can only add these…

Requested by: Voya Financials. User has created a table style in which the header rows should have white color font and the rest of the table should have black color font. But when a table is exported using this table style, the formatting is applied only to the table and not to the contents inside it. If any style is…

This request is from Adenza (Nasdaq). For the export of RFP, please have author wise option like (section view \ Imported files view).