-
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…
-
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…
-
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…
-
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…
-
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…
-
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,…
-
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…
-
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
-
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."…
-
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…
-
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…
-
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…
-
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.
-
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.…
-
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.
-
Adjusting Question/Header Text in Recommendations
Recently, the text format in the Recommendations engine section has changed. The text for questions/headers is now very big and in bold, and it's taking up a lot of real estate, forcing me to scroll more than I did before. The font should be made smaller (while maintaining the bold face) for a better user experience,
-
AI Draft Source Info - Provide Sources (from Review Page) on Answering Page
When reviewing AI Draft responses, there are book and star icons that identify how the information was sourced. However, once accepted, this information is lost and is not present on the Answering page. Instead, only a light bulb is presented to identify that AI Assistant was used. Therefore, can you please bring forth the…
-
Changing user roles project by project
Hi team! I was recently on a call with Jordan Park and they are having a variety of issues but the biggest takeaway was they need the ability to change user roles inside of projects. This means leaving their org settings role the same but editing their role for a specific project. This would be a game changer for their…
-
Importing Question Numbers into the Content Library
Hi Team! 👋 A Customer recently brought to my attention that they have responses they'd like to import where the answers or questions reference other questions by question number. For example: "In question 5.4.c, if you answered yes, please elaborate." However, after hours of testing, I have not found a way to bring in the…