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Export Templates and Sequential numbering in headers
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…
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Is there a shortcut for entering completed Proposal Tech RFx responses back into Proposal Tech?
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?
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Project Export
"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…
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Streamlining Export Process
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…
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Bulk Export archived projects
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.
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Formatting Feature Parity with PDF/MS Word inside Responsive
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…
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Default Excel file format to support translated Questions
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…
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Default Selection of All Project Sections for Export
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…
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Exporting to Source File
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…
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Creating Section Reference Links in Responsive - Seeking Best Practices
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…
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Content to retain formatting specified in the table style upon export.
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…
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Authorwise export filter
This request is from Adenza (Nasdaq). For the export of RFP, please have author wise option like (section view \ Imported files view).
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Exporting both the responses and submission package
Hi, Need Help in exporting the responses in the source file as well as the project documents, any suggestions?
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Captrust would like to have the export format set to be "Paragraph" by default ( #53605)
URGENT REQUEST: Captrust would like to have the export format set to be "Paragraph" by default, even if the source document is in table format. Customer want this to be done as soon as possible.
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Auto pull requirements + summary
Client would like to have their necessary requirements pulled from Excel or Word documents, along with short summaries drafted per section for a project rather than have to input this manually. They believe this could be achieved via API scripts or AI Assistant.
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Project Due Date Format on About Page
Does anyone know if it is possible to change the format of the project due date on the About page? I am using merge tags on my template to automatically populate the due date on my export documents, but it is pulling through as year-month-day. I would prefer for it to show up as month-day-year.
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In Project, Merged questions export in a single line
When we are importing the attached document, merging multiple lines that has bullets as well, and marking it as question and imports it. The line breaks are carried over inside project. However, if we export the project in a custom template, the line breaks are removed and exported in a single line as shown in the above…
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Enhance the Project Document stagging tool
One challenge I've noticed when speaking with Government Contractors is that they often receive a large number of documents that all describe different aspects of the job and/or how they are supposed to present their response, and organizing all of those documents gets complicated. CorrDyn is a client that recently chose…
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Remove empty chip as default value for "Project Type" when new export with source as PPTX is created
The empty chip is getting displayed by default for "Project Type" value which is a mandatory field when new export with source as PPTX is created. Also when the Template name and file is uploaded, the new template is getting created with the empty value in the Project Type. The empty chip under the Project Type field has…