-
Reopen a completed project section, and maintain previous reviews
We had a request from a client for the need to re-open a completed project section, and maintain previous reviews; i.e., not remove the reviews, but maintain the reviews that have already been done and allow editing. The need stems from a scenario where the client wanted to go back into a completed section of a project to…
-
Ability to upload duplicate documents in the Project Documents sections across folders.
In a Project, under Project Documents sections, a document is upload a new folder. When we create another new folder and upload the same document, we are getting a duplicate document toast message. Recording: https://zoom.us/clips/share/XrOjnXmBRgygOkbprjSx3Q However, customer states that this can be challenging where…
-
Any Super Users that respond to State Government RFPs? Looking to connect to pick your brains....
I am a proposal manager for a group that responds solely to State-level Government RFPs. I am new to Responsive as of 1/1/26 and am running into some issues that are becoming difficult to overcome regarding answering longer (several paragraph) questions, formatting, addendum updates, etc. I am hopeful there are some users…
-
Section by Section Review Flow during Project Completion
Project Review UX – Section Navigation and Cognitive Load Requested by ENT customer: O.C. Tanner Problem / Current State In the current project review experience, multiple sections are collapsed into a single view, requiring reviewers to repeatedly expand sections and manually move between them. Reviewers lose their sense…
-
Proposal Manager as Author vs. Reviewer
When managing approximately 50 RFPs per year, do most Proposal Managers find themselves acting as an author to RFP requirements or more as a reviewer? Meaning, when an RFP comes in, are you spending the time to craft concise, sales-positive responses, or due to other RFP projects in the queue and time constraints, are you…
-
"Save in Library" toggle on Q&A pairs in projects
If we update a Q&A pair in a project, and we have the “Save in library” toggle on, shouldn’t that automatically update the Q&A pair in the content library? For this to occur, do we need to first complete the project (so that all Q&A pairs are saved under the content library) and then re-open the project? End goal: edit a…
-
Bulk conversion of answer types to checkbox or radio-button formats
This is an enhancement request for State Street. Problem: Questionnaires frequently include large volumes of Yes/No or multiple-choice questions. Today, converting these from rich text to checkbox or radio-button formats must be done section by section. For large projects with many sections, this results in hundreds of…
-
Advanced table support for footnotes and post-table content
This is a request for State Street. Problem: When a table is marked as “table as answer,” users cannot easily add supporting disclosures or footnotes directly associated with the table. Adding footnotes requires awkward workarounds, such as creating separate response fields, which introduces formatting issues, ordering…
-
Can you link an Intake to an existing Project?
Or will accepting an intake create a new project everytime? We have a large amount of "pending" intakes but they should have been accepted ages ago and are now not contributing to data as well as being visually messy. Open to alternatives (merging the newly created project with the existing one?)
-
Past Project Name Filtering in Project Settings
Problem Summary Upgrade, Inc. completes client questionnaires year over year that contain largely the same questions. In many cases, answers remain unchanged from previous years. To improve efficiency and answer reuse, they want more precise control over which past project AI Assistant and Answer Library Search reference.…
-
Disable submit for review button for unanswered questions
The user (tom.hamel@catalystmf .com) (Company ID: 677bd65497641d008f9d9958)wants to Disable submit for review button for sections that have unanswered questions.
-
Filter to find questions with blank answers
In the answering page in project, there is a filter to find all the 'Answered' and 'Unanswered' questions. But even some of the 'Unanswered' questions could have contents in the answer box. So, if we want to filter all the questions that have blank answer in it, we need a new filter in the search bar in the answering page.…
-
AI Draft Enhancements for Attachment-Heavy Q/A Workflows
Problem summaryUpgrade, Inc relies on attachments in Q/A pairs. AI Draft currently: doesn't reliably include attachments from source Q/A pairs into drafted answers, and doesn't consistently resolve merge-tags that should display attachment filenames in the preview (but filenames sometimes appear after apply→revert). They…
-
Filters/ Grouping in Archive Folder
One of our investment customers suggested it would be great if there was a way to group projects in the archive folder to make it easier to find versus scrolling. For Instance group by and be able to filter based on the group Test Projects Year Duplicate
-
Ability to update due dates for multiple tasks at a time in Projects
This request is for Netsmart. Today, if you want to update due dates for multiple tasks at a time in projects, you have to go in and click the 3 dots on each one, update the date field, etc. For Netsmart's project team, it is a very common occurrence that there are multiple tasks that need to be updated to the same date –…
-
AI - Eliminate source from AI generated answer AND re-generate answer
Haworth has requested the ability to exclude specific sources from AI generated responses AFTER the initial response has been generated and then re-generate a response without the excluded source.
-
Comments for highlighted selection in the answer box.
Ability to leave comments for a highlighted selection in the answer box. This would enable reviewers and contributors to identify specific callouts in the content more easily.
-
Verbatim Response Identification in Generated Answers
Client: Oracle Ticket: TKT-210202 Current Situation: Currently, the system does not provide any mechanism to identify whether a Verbatim response was used in a generated answer. Users cannot easily distinguish which parts of the response are Verbatim versus generated content. Requested Enhancements: Verbatim Response…
-
Filter by answer type for review in tool
As a senior secondary or tertiary reviewer or sales person I don't need to do a line by line review of content. Instead I want to review by specific answer types such as non-compliance. Example Scenario: My SME has gone through an answered all questions. A sales person or senior reviewer brought into the project late wants…
-
IFTnT "If this then that" (Either in AI instructions or in configuration)
IFTnT "If this then that" (Either in AI instructions or in configuration) As a user, I should be able to embed instructions (either from the buyer or self created) that help the tool run answers more efficiently. Scenario: Buyer has three response spaces for each question: 1) Compliance 2) Effort 3) Comments. If we answer…
-
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…
-
Allow Enhanced Auto-Respond to function in the same instance where AI is active.
State Street has requirements to have auto-respond take the first pass at answering questions then have AI provide additional responses after. After testing, they have found that the enhanced auto-respond features provides better results than the legacy version. Currently, we are not able to have AI and enhanced auto…
-
Projects: Add User Control and Prompts for Auto-Attached Q&A Pair Exhibits
Per Manjula Gnanaguruswamy's request, I’m submitting this enhancement idea on behalf of our strategic client Optum. Overview When users apply responses from the Recommendations pane in Projects, all attachments associated with the selected Q&A pair are automatically added to the project response. While this behavior is…
-
Verbatim Quotations Within AI-Editable Answers
Problem Some Responsive customers (e.g., Optum) manage highly regulated content where only specific portions of an otherwise flexible answer must remain verbatim. Examples include: Customer testimonials Legal or compliance-approved language Regulatory disclosures Today, answers are treated as either fully editable or fully…