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Turn off/ bypass auto-configure or Mapping agent.
Crowdstrike has requested the option to disable the auto-configuration feature when importing an RFx. Some users find that the feature does not always identify things correctly, and it takes time to correct. Therefore, they would prefer to map it themselves since they have become proficient with Responsive. They would like…
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Product Requests - Quality Check for consistency issues and better postmortem reporting
Content consistency alerts – Is there a way for the system to flag conflicting information across responses? Potential for Quality Check. For example, if one answer lists revenue at $1.4B and another lists $1.6B, I’d like the tool to identify the mismatch. Since we have customers that often jump between sections and…
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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…
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Request to manage formatting and manuall number assignment in Project create/edit Questions view
Current behavior: When a question is added the system is created to autogenerate and create each question as a separate line item. Once the questions are generated, users have the flexibility to manually edit them as needed, including adjusting the numbering format (for example, changing from 1, 2, 3 to 1.1, 1.2, 1.3).…
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Batch exports for multiple projects
ZKB have a use case for being able to export bulk projects. Currently, projects can only be exported individually, requiring users to navigate into each project to export it. Adding a batch export option would streamline the process by allowing multiple projects to be exported simultaneously.
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Ability to reject QA pair creation while unarchiving and completing a project.
Nick from Netsmart Technologies requested an option to reject QA pair creation while unarchiving and completing a project. When users complete a project for the first time, QA pair with Save in AL enabled will be pushed to moderation. They will then accept some QA pairs and reject some. Based on this actions, client…
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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?)
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Adding Compare and Merge to the Duplicate Check feature
As of now, customers only have the ability to decide whether ot not to bring the duplicate into the library at the duplicate check screen, but they cannot compare, merge, or even alter the Q&A pairs. To add some more context, from what I see working with customers under the scaled team umbrella, which is 70% of Responsive…
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Permission Controls for Editing Section Descriptions and Help Text in Responsive Projects
I'm submitting this enhancement idea on behalf of my strategic client, FEI Systems. Overview • FEI Systems is actively using Responsive Projects to manage collaborative content development across multiple user roles • Section descriptions and help text fields are designed to provide critical context and guidance for…
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Combine sections with the same name in project mapping
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…
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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…
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Project Templates: Enable Adding New Persistent Q&A Content Within Existing Project Templates
I’m submitting this enhancement idea on behalf of my strategic client, Optum. Overview Optum relies heavily on standardized DDQs and recurring questionnaires that evolve over time with new questions added each quarter or year. While Responsive’s Project Template functionality supports reuse of existing Q&As, there is…
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Honor Project-Level Answer Library Search Settings in Responsive AI (Draft)
Enhance Responsive AI (Draft) to respect and align with the existing project-level Answer Library search settings, similar to how AI Assist currently functions. When AI is enabled at the project level, the system should consistently apply configured Answer Library controls (e.g., scoped collections, filtered sources, or…
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The client has requested an increase in the page limit to 200–300 entries. The current screen limit
The client has requested an increase in the page limit to 200–300 entries. The current screen limit is 100 in Content Library Client has also requested for the extended view in the Response Project
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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…
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Task Ordering by Priority and Due Date with Color Coding (Optum)
Problem Statement Tasks are currently displayed in the order they were created. This does not help users prioritize work effectively. There is no structured ordering by urgency or importance. There is no color code for task Priorities. Expected Enhancement • Sort tasks in the following order: By Priority (High → Medium →…
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Expanded Color Legends in Task/Calendar View (Optum)
Problem Statement Currently, task legends only allow filtering/viewing by: All Overdue Completed To Do Users cannot visually distinguish or filter tasks by other important categories such as: Project Tasks Review Tasks Assigned Tasks This limits visibility and task classification clarity. Expected Enhancement • Add…
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Enhancement Request: Highlight “Answer Not Found” in AI Draft
When AI Draft generates responses for multi-part questions (one main question with multiple sub-questions), it may successfully answer some sub-parts while inserting placeholder text like “Answer not found” for others. Currently, this placeholder text appears the same as the rest of the generated response, making it easy…
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Projects - Editing System-Created Tasks & Differentiation (optum)
Problem Statement System-generated tasks are currently non-editable. Users do not have flexibility to modify dates or details when business needs change. Additionally, there is no visual distinction between manually created tasks and system-created tasks. Expected Enhancement • Allow users (based on permission) to edit…
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Option to prevent guest user from making edits in project answer
When sending questions in a project to a guest user, there should be an option to prevent the guest from making any changes in the answer and be able to only add comments. This is basically like a view permission and edit permission. This is so that the guest's inputs are vetted before it goes into the answer. Or else, the…
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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.…
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Being able to see the past instructions given in AI Draft
I had two customers asking me if it is possible to see the instructions given while searching in AI Draft. I am unable to find the tickets now. I told them that it is not possible now. Currently this is possible only if you add an instruction in the 'AI Assistant Filter' for a section. But I think we should have a way by…
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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…