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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…
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Project Timestamp Issues - Cloned Projects time change
Raised by Invesco For cloned projects…upon being opened for the first time or after the time changes in the main salesforce project, the time changes to midnight in the time zone of the person who opened the project first (not the time zone of creator of the project or the person who cloned it).
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Project Timestamp issues-
Invesco Provided feedback Responsive Due Date "Time" seems to be driven by what time zone the creator is in which would explain why it was never an issue until we became a global team. The time zone resets to midnight in multiple scenarios. The day the project is created, Responsive support automatically goes in and…
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Make AI Assistant Filters Sticky
Dayforce would like an option to make filters in AI Assistant sticky when set at the question level. They understand that filters can be set at the section or project level but they believe there should be parity with how the recommendation engine filters currently work as it is what their team is used to.
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A Deep Dive into Your Performance Metrics
Reviewing your performance metrics is a perfect time to reflect on the work you are doing today in Responsive and review steps you can take to continue progress towards your business goals and identify opportunities to improve your overall performance and desired results. We are here to help break things down so you can…
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Feature Enhancement Request: Track Changes Across Full RFP Cycle
Client Name: Syngene I would like to raise a feature enhancement request based on recent client feedback. Enhancement Request: Track changes across the full RFP lifecycle with visibility similar to “Track Changes” in MS Word. Current Gap: Clients are looking for a transparent way to view: Who made specific edits or…
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Review Type Visibility at Question-Level for users without "Update Section" Permissions
The customer is using mixed review processes within the same section (e.g., Any, All, and Sequential reviews assigned across different questions). In these scenarios, the section-level review process displays as “Custom” under Properties rather than exposing the specific review type assigned to each individual question.…
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Tasks closed after "Any" review task complete at question-level (closes task for all users assigned
State Street Requested Enhancement When a review is configured as “ANY” and multiple reviewers are assigned, the review is considered complete once a single reviewer finishes the task. However, the remaining assigned reviewers continue receiving task notifications because their individual tasks remain open. Request:…
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Project 'save in library' feature and usage count
I like to filter by the use count and last used date fields in the library to see which content has not been used for a while. This worked well for me until I turned on the save in library feature in our projects. Now my use count for Q&As are rising because of the multiple edits being made in projects. (Example: One…
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Feature Request: Context-Aware AI Drafting Using Project Documents
Background Several customers have recently provided feedback around how they are leveraging AI platforms such as ChatGPT and Claude. A common workflow they highlighted is the ability to create “projects” or contextual workspaces where users upload supporting documents, instructions, reference materials, and contextual…
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[Aya Healthcare] Tasks tab - Team members should see only their tasks
Problem Statement 1 As a Team Member, when I work through tasks, I want to keep my filter for only my tasks so that I can manage my workload effectively. The customer, Aya Healthcare, is facing fundamental challenges with the Project Tasks tab. Feedback has been received from Anthony Catanese, Director of Product, Aya…
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Repeatable Documents with Ties to the Library
I am looking to create a self-serve document where our sales team can select components to include and then produce a branded/formatted document (for example, a Vendor Profile for a specific product/solution) with those components. I know this is available, but I am questioning whether those components can be tied to the…
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AI Filters at the Question Level
Filters for tags/collections/etc at the individual question level. Current you can only apply Filters for AI at the section or project level. So specific questions that require nuance and filtering with certain tags are a complete gap at the moment (other than leaving the project workflow entirely to go to ASK)
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Enable @mention for all users in Project Template comments
Description: Currently, comments in Project Templates can only be directed to the template owner. Users are unable to @mention other team members or SMEs within Project Template comments, unlike the full @mention functionality available in active Projects. This limitation was reported by Lisa O'Neil at Navitus, who noted…
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Guest Users Time in Project data to have interaction-driven approach.
Enhancement Request: Improve Accuracy of Time Tracking Metrics Current Behavior: The current duration tracking mechanism appears to calculate total time primarily based on tab activity and navigation behavior. As a result, the recorded metrics may not accurately represent actual user effort or productive work completed…
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Project template- a new section is added- is there a way to flag there is a new section
Wolters Kluwer CP & ESG have raised this request: If a project is created and there is a new section added to the project (most of the time the customer has same sections on projects) there could be a way to flag this to the admin team so they could assign the authors/reviewers? Something like section recognition…
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Disable automatic Submission Due Task
GE Vernova Consulting Services is looking to remove the automatically generated project task for RFP/RFI Submission due. The reasoning behind this is that once they submit their quote/proposal it is usually returned and revised until it is either accepted or declined. They want to leave the projects open until after the…
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Open Quick Access to View Source File to all Users
Dynatrace finds this feature incredibly helpful but noticed that only admins could see this feature in the projects. They think it would be very beneficial for all users assigned to the project to have access to this feature.
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Question level filtering for AI draft - Cognite
The Problem Currently, AI Draft apply a library filters to an entire project/sectios. Large clients like Cognite often require segmented sources for a single RFP (e.g., 10 questions from the Technical Collection and 10 from the Legal Collection). Current Workaround: Manual, repetitive editing or running multiple drafts,…
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Ability to List Responsive Teams as Project Primary Contacts
Currently our clients can build teams of multiple users in their organizational settings. These team of users can be assigned as authors, reviewers and owners. My client Ticketmaster would like to be able to assign a team of users as a Project Primary Contact. Here is a video clip of their request.…
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Ability to display warning pop-up message while completing review for ANY and ALL Review processes.
In Projects, the reviewers do not receive a warning pop-up when clicking the "Complete Review" button without toggling all questions as reviewed, risking premature closure of review sections across multiple projects. The engineering team confirmed that the warning pop-up message is currently only implemented for Custom…
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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.
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Document uploaded- editing in M365 does not integrate with add ins Lookup or ASK
Request from Proximus- In projects if you upload a document (not import) just upload and you wish to edit the document, in Word in the M365 environment, the instance of M365 doesn't appear with the addin. Currently if they want to edit, they have to get out of it, edit outside of Responsive and reupload.
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"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…