Project: Import

Account: Allianz Global Investors (ARR $95,490; renewal 2026-09-30) · Enterprise · Up-market Source ticket: TKT-221850 Component: Project → Project Templates Problem statement: During the Update Source File process, when the updated source file uses the same sections and headers but with a different heading format or…

Overview When the user uploads a source file into a project, the answer field is automatically displayed with the header “Response” instead of the expected “Answer.” The imported file also brings in additional information and dropdown values that are displayed as labels in the answer section. Current Challenge After…

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…

Use Case / Current Behavior: During project import, the customer is experiencing unexpected mapping behavior when importing questions and their corresponding labels. The customer has confirmed that the question is present in the same row as the corresponding label. However, during the import, the first question in the…

Fujifilm Healthcare UK receive 90% of their RFPs via Jaggaer. Their IT team are exporting to excel and upon upload Responsive recognize these as Jaggaer files and they are unable to do any configuration of file mapping - They have asked if they can still display the manual mapping screen. This is a hindrance to adoption so…

We currently work with brokers who primarily use the Proposal Tech system for issuing RFPs. They require the responses to be added/ uploaded to their system. Since Proposal Tech is also an RFP management system, what are the best practices for using Responsive to handle Proposal Tech RFPs. A recent example: The Proposal…

I have been told by Support and Engineering that ILPA does not auto-map. The first Section "Cover Letter" does not correctly import Q&A. Please review the functionality so that there is clarity on if an ILPA auto-maps.

As checked with our engineering team, at the time of export, we will be able to view this warning - “Content exported to non-default template cannot be updated via Import Update feature.” So, as of now, our Import Updates feature does not support Word Import Using Branded Template. But client - US Bank wants this…

The customer has a Word document containing questions that require different response lengths. They tried using the Advanced Settings during import, but the response length configured there is applied globally to all questions. As a workaround, they imported the document and manually updated the response length for…

Summary Improve the end-to-end experience for customers working with PDF-based questionnaires by addressing limitations in both PDF import and PDF export. Many customers receive RFPs and questionnaires exclusively in PDF format. While Responsive supports PDF workflows, current limitations require manual intervention during…

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…

Customer: Federated Hermes Problem Statement Some customer-provided DDQs and questionnaires organize questions horizontally across columns rather than vertically down rows. Responsive’s current import process expects questions to be organized vertically, requiring users to manually transpose worksheets before importing and…

Adding this s4 on behalf of Jo-ann from Dayforce. During their recent RFP submission, several multi‑column response fields were left incomplete. Upon review, the root cause was identified: the Required parameter for these fields was not set to mandatory in the configuration, allowing empty responses to pass validation.…

When using templates to create a new project, we are limited to the template ONLY comparing to one new RFP document. Most RFP projects are created using multiple documents - we are unable to compare multiple documents to a template. It would be VERY helpful if we could create a new RFP using templates that enable us to…

Voya is requesting the ability to import .DOCM files into a project. This is the file type that Diligence Vault allows them to export. They would like to be able to import into a project to work on it within Responsive.

While testing a spreadsheet for Elemica today, I noticed that identical section names within a column were dispersed throughout the column rather than grouped together. Is there a way to consolidate these into a single heading per section to make it easier to find questions and manage section-level actions like assigning…

This request is from Adenza. Ideally if the client receives another file from their client which is English we cannot create 2 projects as project count get increased and it will be difficult to track 2 different project for one Salesforce request just because of this issue. So, Client wants to import files that do not…

The file that the user is uploading is not the exclusive SIG macros-enabled template. The questions are modified in a row-wise fashion once we upload the file, which prevents us from configuring the question. Present behavior: The question can be marked in a column. Expected behavior: For such documents, to be able to have…