-
Unpin Images in the responses similar to attached documents.
Client : Adenza The content library of Adenza is designed in a way, where the responses have screenshots which are actually attached with the responses. When this QA is used in a project which is an Excel, the export looks good but if it is a Word RFP, the attached image needs to be displayed as the actual image instead of…
-
"Export Type to Word"... change to "Export Type to Word Template" ?
When exporting a completed RFP, it seems that the dropdown menu (Source, Word, Default Excel, PDF) could be used to highlight that this is where a customer can export their answers straight into a TEMPLATE. Using the choice of "Word" in the dropdown doesn't implicitly call out the fact that this sends it into a prebuilt,…
-
Question numbering to restart for each manually added section upon export.
Currently, when we add sections manually or through a section template and then export to a custom template, the question numbers for subsequent sections do not reset to 1; instead, they continue from the last question number in the preceding section. It would be great if we could have it reset to 1 for all sections.
-
Exported document \ file to have the project's name
This request is from Principal global investors - company. By default, the projects will export as a package with the project's name and if exported in source, then that file will have the source file name. But the client wants the exported file to have the project's name, rather than the package to have the project's name.
-
Introducing a 'Back' Option for Template Selection While exporting
At present, when a user consciously or inadvertently chooses a template and desires to return to the previous screen for a different selection, it's not feasible. The user is compelled to either discard the choice or initiate the process anew, causing frustration for the end user. Introducing a straightforward 'Back'…
-
Adding page length to responses
More and more responses are requiring responses to be certain page lengths. However, you can't determine how many pages there may be until exporting the content. I would like to suggest that in addition to word and character count, we include a page length counter in order to make sure responses stay within the page length.
-
Coffee Chat | Winning Time: A Guide to Project Wrap
Once you've completed your responses, it's crucial to understand how to wrap up a project successfully. In this Coffee Chat, we delve into a comprehensive project checklist designed to ensure the effective completion of your project. We cover: Performing a final Audit to ensure sections, tasks, and clarifications are…
-
Coffee Chat: Templates & Formatting Part One
Is your team looking to use a custom template in RFPIO or would you like to upgrade your existing template? Check out Templates and Formatting 1.0 (of a three-part series). Senior Enterprise CSM (and former customer!), @Tara Kolinsky, discusses: 5:15 Response Template Content 6:56 Creating Styles 15:32 Template Creation…
-
To support images and tables alignment while exporting pinned documents.
A client uses images and tables in a document and pins it to one of the responses in Project module. When we export the responses, we do not retain the alignment of the images and tables and images in the pinned document. Customer's workflow involves images and tables in the pinned document and they rely deeply on…
-
To export flags and comments along with clarifications.
Client Name : Netcall. Similar to the option where we can export and import clarifications in a project, can we also have the option to export flags and comments - data of clarifications module along with the clarifications?
-
Response Templates and Formatting 2.0 | Coffee Chat 9.20.23
Are you and your team interested in enhancing your current Response Template? Explore Templates & Formatting 2.0, part of a three-part series, where we delve into best practices for effectively utilizing character styles, list styles, and tables. Tip: Check out Templates + Formatting 1.0 before reviewing the second…
-
Progress Bar for Export Status
Client CGI would like the ability to see the progress of the current export. They often work with very large projects that can take several minutes to export. It would be helpful if they could see a progress bar to determine an approximate time it will take to get a download, or possibly identify if there is something…