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Add "Retain Document in Library Link" toggle option to projects the same way it functions in CL
When adding attachments, the user prefers to add the attachment and then always selects the option to "Retain Document in Library Link" option so the subsequent users leveraging the record have a link to an up-to-date record rather than an attachment that may be out of date. This option always exists within the content…
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Project: Visual Indicators for Guest Submission of Project Responses
I’m submitting this enhancement request on behalf of our strategic customer Deloitte. Problem Summary Currently, when a Guest user completes their assigned project questions and clicks the Submit button: There is no visual indication in the Project or Section view to reflect that a Guest has submitted their responses.…
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Project-Level Inclusion/Exclusion Setting for “Search in Projects” Past Project Search (Qualtrics)
I am submitting this enhancement request on behalf of our strategic client, Qualtrics. Currently, within the Projects module, Qualtrics frequently uses the “Search in Projects” functionality via the Recommendation Engine to search past projects. However, their instance contains hundreds of active and archived projects,…
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Auto Identify Drop Downs in Google Sheets
When importing a document from Google Sheets it would be great if Responsive will auto map the drop downs set up in a google sheet. We do this for Excel's currently.
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Project Template Reporting
Our organization has been building project templates as a way to help streamline project onboarding and to help with unsolicited responses. We can see a used count overall under Project Templates for how many times the project is used, but we lack insight into who is using and what they are using it for. I don't know if…
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Support for Proposal Tech Editable Radio Buttons
Optum Unable to Utilize Proposal Tech within Responsive: The Optum ORx Team expressed they cannot respond to Proposal Tech projects within the Responsive platform due to the lack of support for editable radio buttons. Feature Request:Enhance Responsive’s Proposal Tech auto-mapping to support radio buttons with editable…
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Recommendation Engine - Be Able to Arrange Tabs in A Way Useful to Individual Users
Currently, we now have 13 items (or tabs) located in our recommendation engine pane. However, not all the items there are useful to me when working on a project, and it's harder to get to the relevant information I want to view without scrolling horizontally through all the tabs available. Therefore, it will be helpful if…
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Project Sequential Reviews - Removing Editing Capabilities until it is the Reviewer's Turn
Currently in Projects when you have a sequential review set up, the only feature that is removed is the "Review" Button when it is the reviewer's turn in the review process, but they can access questions and save any edits at any time. This essentially creates an "All" situation as any reviewer can access the Q&A at any…
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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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Drop Down Options Selected: Need Full Visibility of Selection
Hello Product Team, Currently, we have limited visibility of drop down options selected in a project. This makes it hard to review our responses, making it more of a difficult and time-consuming task. It also creates more risk in the proposal process, as it's hard to ensure the proper drop-down options are selected,…
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Display User Who Last Saved Project Response (Qualtrics)
Request: We propose adding an icon to display which user last answered and saved the most recent project response—regardless of the assigned Author or Reviewer. Current Limitations: Currently, there is no clear indicator for the Project Team to identify who provided the most recent response. While recent activity logs or…
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Incorrect input
Hi all, I must review several questions and their answers in a project to ensure they are up to date. When I edit the responses and then click on save, I get the error "Incorrect input", and RFPIO doesn't save my changes. I'd appreciate someone's help. The error message doesn't say much to me. Regards, Celia
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Feature Request: Adding Additional Sort Options for Past Projects in the Answer Level Page
Hello Team, I am writing on behalf of our client, Nordic Capital, to request consideration for a feature enhancement regarding the search and sorting options available on the answer-level page for past projects. Currently, when a user attempts to search through past projects, the only sort option available is "relevance."…
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Streamline Author and Reviewer Assignments with a Suggested Users Feature (Qualtrics)
I am submitting this enhancement request on behalf of our strategic client, Qualtrics. Request: We propose adding a "Suggestion" button for assigning Authors and Reviewers to projects. Current Limitations: Currently, when assigning Authors and Reviewers to a project, users must manually track and remember which team…
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Retaining Internal Annotations from Projects when saving answers in CCL.
Jessica from Alegeus has requested the internal annotations used in the Project Answering page be retained in the response when the answers are saved in the Content Library. They don't want this to be in the exported document since it's an internal communication. They specifically want this to be kept as an Internal…
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Past Project Search - Be Able to View Attachment Names
When working on a project and searching in past project responses, we are unable to see any documents associated with the responses. We can only see [#filename#]. Even when applying a past response with a document attached to an answer, the document, itself, nor the name populates. It would be helpful if we could see, at a…
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Nordic Capital - Need past project properties when doing the review
When a Author is using a response from Past project search and completes a sections, Reviewers needs to see the properties of the QA pair.
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Bulk update answers that have the "Answer updated in library" tag
In the financial/asset management industry, clients send out DDQs that have the same questions every quarter. So our users tend to use project templates often. When there are more than one updated answers in a project, it is time-consuming and laborious for them to go into each question and update the answers manually.…
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Nordic - Feature to see where the answer came from during the review(Source of content)
Customer wants to see the sources of the response during the review. Needs metadata information such as Project name, Section name, Tag, custom fields also to be listed. This is for reviewer to ensure answer is brought from valid directory.