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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…
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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.…
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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…
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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…
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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…
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Enable Sub-Table and Partial Table Mapping in Response Projects
Per Khalees KV's suggestion, I'm submitting this request on behalf of our asset management client, Silvercrest. Overview Silvercrest, an asset management client, needs greater flexibility when mapping tables within Response Projects. Specifically, they require the ability to map only a subset of cells within a table or to…
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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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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…
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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…
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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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"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…
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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…
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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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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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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.
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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.…