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Responder Export should match the application question numbering
When a responder exports an RFP, the section and question numbers do not align correctly. The exported document should maintain consistent section and question numbering to match the original RFP. Thank you Naveen
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Decline invitation- For Issuer not triggering any notification to issuer
When a responder declines an invitation, the issuer should receive an email notification. Currently, no email notification is triggered when a responder declines.
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Merge Responders
Hi, CAPTRUST has requested an option to merge duplicate responders directly from the Responders page when duplicates are identified. Thank you Naveen
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Clear Completed “Any Reviewer” Tasks From Other Reviewers’ Pending Work
Enhancement Request When a question is assigned to multiple reviewers using the Any review sequence, automatically remove or otherwise resolve the pending review task for the remaining reviewers once one reviewer completes the required review. Current Behavior With an Any review sequence, completing the review satisfies…
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Evaluators should not count against User License limit or allow for Guest Users
The benefit of the Request Projects product, is it allows for flexibility in running RFPs company wide, and bringing in SME's to help evaluate. OR if a customer is running an RFP as a Consultant, on behalf of their client, they will bring in their client as an evaluator with limited access to review the proposals and…
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PARITY: Exported responses should also export product name
Exported responses (Word, Excel, or PDF) should also include the Product Name field from the Responders library or Manage Responders page, as vendors may submit multiple responses (proposals) to a single Request. Without the deliniation of the Product Name, the issuing company cannot tell the difference between responses…
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Decline email notification
Issuing company: Captrust Company ID: 665f7f5ab91f983e9dbb1ce9 When a responder declines the RFP invitation, the application does not trigger any email notification. @naveen @Thiyagarajan @vidhosha @Gowrishankar Singaram
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Captrust (issuing) - decline email notifications
Our POC, Anne, is looking at this ability within Issuing (Request projects). Would this be possible to do in the future iterations of the Issuing Platform.
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Delete/Edit template in the RFP export.
North Pier raised an issue where they accidentally uploaded a template in the RFP, but there is no option to edit the name or delete it. They also requested this as a feature enhancement. Currently, once a template is uploaded to the export response, it cannot be edited or deleted.
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Integration with Seismic-Request side
Lockton HR Tech wanted to know if there is a straightforward integration with Seismic on the Issuing side. We do have APIs available to retrieve vendor responses that they can use, but we do not currently have a direct, out-of-the-box integration with Seismic for the Issuing side. They are hoping that they can feed vendor…