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Redirecting assignments to additional authors (when needed)
Has anyone developed a best practice for redirecting assigned questions to other authors/subject matter experts, when the scope of the assignment is beyond your knowledge as an author?
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Reverse Auctions for issuing customers
A common request I get when demoing the Requests tool is for reverse auction capabilities. Procurement teams would like the ability to create live chat sessions that allow all participating vendors to join and post their prices for the bid, thereby creating live competition and driving down total costs.
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Add text Fields for the E-Sign NDA process
Many customers need the NDA to be mention the company name. Right now our NDA E-Signature process only has 3 e-signature fields. We need to add a text option so our customers can create an NDA with fillable Company name, Address, etc. fields to make sure their NDA is compliant with their legal team.
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Save subsections & sections as entire section options to library
We need to allow the ability to save back sections along with subsections back to the library. A check mark "do you want to save all the subsections along with this parent section" when creating a template.
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Intake for Requests: Custom fileds
Can we open up the Intake for Requests feature to allow for custom fields? Currently, I can only add a source document, give the project a name, set a publish date, and a $ value for the deal. In most conversations I have w/ prospects, they essentially want to be able to turn a tool like Intake into a survey to gather…
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A special welcome to our Request Projects users!
This section of our Community has been designated for you, our Request Projects users, to interact, ask questions, discuss best practices, and share expertise with each other on all things related to issuing proposals. Please do not hesitate to explore and post in all the other Community topics as your input is valuable to…