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Allow Inline Q+A Pair Insertion Between Sections in Proposal Builder
Requested by ENT customer: Genetec Problem Statement: The customer identified a critical functional gap in Proposal Builder that is currently preventing purchase and broader adoption. Proposal Builder today enforces a rigid structure that relies exclusively on Section Templates and does not allow users to insert individual…
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Choice of language
My client had an idea that if they could build out a proposal with their sections that are in the CCL in English but needed the entire proposal translated to Spanish, Chinese, Swedish, etc. They could simply select an option from a dropdown once the proposal has been built and it translates the entire thing. Then, they…
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Hello from the Bold North State of MN!
I have been a Proposal Manager for a publishing company for 15 years and I work in a very, very small department. We are just launching Responsive in the next few weeks. I'm so excited about this investment in my department and creating the Content Library. I was one of the people that attending APMP and speakers would…
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Level-of-Effort (LOE) / Go/No-Go Matrices
Hello all, Would anyone be willing to share any LOE or go/no-go matrices they have developed? Best, Stuart
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Coffee Chat | Best Practices for Authors and Reviewers (11.29.23)
Are you training your team, or are you a new user in Responsive assigned as both an author and/or reviewer in a project? Explore "Empower Your Team: Best Practices for Authors and Reviewers." In this session, we highlight how Team Members can effectively collaborate within projects, serving as both authors and reviewers.…
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Advice on getting our users engaged with using the Responsive tool - any advice / lessons learned?
Hallo to the lovely Responsive community, I'm here to pose a question and start a discussion - which I hope will be useful not just to me, but to others in a similar position. This is a long post, but I hope others can recognize aspects of similar issues they might have in their own business. That question I'd like to ask…
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Drive SME Engagement in the Proposal Process
Hello all, Curious if anyone has best practices/suggestions they'd be willing to share about how to engage SMEs in the proposal process? Best, Stuart
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How does your team lock out authors after the review cycle is done? We're stuck!
Hi! Our proposal's authors and reviewers (our SMEs and sellers) have completed their work in RFPIO Projects & we need to make them stop editing the content while our internal proposal gurus do edits. How do we do this? Please help! Marking a section as "Complete" isn't enough because "Reopening" a section takes 2 clicks.…
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What's Your Team Look Like
I know this isn't RFPIO-specific, but it is something I'm interested in understanding. What does your team look like? The ones using RFPIO every day. Maintaining the content. Responding to RFPs. Project managing the RFPs in RFPIO. What do you call yourself? How many RFPs are you responding to? What about security…
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Viva la RFPIO!
Heyo! Greetings from Massachusetts! My company started using RFPIO a couple of years ago but I took over in 2022. Since then, I've learned a LOT about this amazing platform and am working towards getting my certifications. I come from a tech/telecom background which has really allowed me to pick up the platform really…
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Salesforce Integration (SFDC) Coffee Chat 9.13.23
Review our Salesforce Integration Coffee Chat to discover how you can foster increased collaboration with your sales team, optimize departmental efficiency, and turbocharge your reporting capabilities utilizing the SFDC Add-On. During the call we cover: 4:04 SFDC Integration Overview 13:16 + 25:32 SFDC Reporting 6:25,…
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How to mark up a project that has a question and several answers without a table?
How would you mark up a PDF/word document that contains questions and then lists several answers for you to select from? For example: 1. How many employees in your company will be dedicated to this account? a. 3 b. 5 c. More than 10