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Project Templates: Enable Adding New Persistent Q&A Content Within Existing Project Templates
I’m submitting this enhancement idea on behalf of my strategic client, Optum. Overview Optum relies heavily on standardized DDQs and recurring questionnaires that evolve over time with new questions added each quarter or year. While Responsive’s Project Template functionality supports reuse of existing Q&As, there is…
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Reminders or Alerts for Required Field
Adding this s4 on behalf of Jo-ann from Dayforce. During their recent RFP submission, several multi‑column response fields were left incomplete. Upon review, the root cause was identified: the Required parameter for these fields was not set to mandatory in the configuration, allowing empty responses to pass validation.…
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Updating Existing Project Custom Fields without Wiping out Existing Data
Currently, when a change is made to a project custom field, all data in that field is wiped out of active and historical projects. Ideally, the system would prompt the user if they want to replace or retain historical data. For example, we currently track if Profile Center is proposed on a project (field is "Is Profile…
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Update options (bulk and required override) for historical projects
We are currently experiencing an issue with updating a project custom field. We need to change a field from "Is Profile Center included?" to "Is Trust Center included?" Unfortunately, if we do so, it wipes out all historical data related to that field in historical projects. We'd like to have a way to update this field in…
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Ability to List Responsive Teams as Project Primary Contacts
Currently our clients can build teams of multiple users in their organizational settings. These team of users can be assigned as authors, reviewers and owners. My client Ticketmaster would like to be able to assign a team of users as a Project Primary Contact. Here is a video clip of their request.…
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AI Draft filters in project activity
In the project activity for AI Draft, it only shows that AI Draft was run. But it does not show the filters that were applied. This will be useful to know to investigate issues.
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Enable Sequential AI Draft Runs Across Multiple Sections Without Forced Resolution
Client: Ticketmaster Context: Implementation phase Priority: Medium–High (workflow efficiency) Summary: Allow users to run AI Draft on multiple sections within a project consecutively without requiring them to first apply or discard the results of a prior AI Draft run. Current Behavior: After initiating AI Draft on a…
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Support for Uploading Large Files and Videos Over 100 MB in the Content Library
I’m submitting this enhancement idea on behalf of our strategic enterprise client, Microsoft. OverviewMicrosoft would like to expand Responsive’s Content Library capabilities to support uploading large files, particularly videos exceeding 100 MB. As video content becomes increasingly important for proactive proposal…
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Bulk deleting answer headers
One customer (unable to find the ticket) if it is possible to bulk delete answer headers from QA pairs in the content library. Currently this is not possible. But I think this will be useful if you don't need an answer header anymore.
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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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PROD-I-1221 Filtering Comments in a Project by Author & by Open/Closed Comments
While I've seen ideas about having comments in reports, it would also be great if we could filter comments in a project by the person(s) who provided the comment as well as by whether or not the comments are open or closed. During the review process, it is very difficult to get a clear view of what comments have been…
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Authors and Reviewers Settings - Default at Project Level
Previously the Authors and Reviewers settings affected the creation of new projects. Customers would use these settings to default all new projects with specific authors, reviewers, and add a default review type (Any, All, Sequential). This feature no longer functions at the Org/Project level. It appears to only be applied…
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Option to Edit Docs in Word App
Hello! I work with Jeppesen and they are used to handling additional documents (not questionnaires that need mapped) on Sharepoint so they can collaborate. I showed them how to upload the documents into Responsive and use the Edit in Word feature. However, they are reluctant to offer this to their team and would like to…
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Combine sections with the same name in project mapping
While testing a spreadsheet for Elemica today, I noticed that identical section names within a column were dispersed throughout the column rather than grouped together. Is there a way to consolidate these into a single heading per section to make it easier to find questions and manage section-level actions like assigning…
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PROD-I-1184 Ability to translate a document and export in new language to source document
Currently when exporting a translated project to source file, it will only use application language on the answers and won't change the questions/sections. It does translate all when exporting to a template. Ask: allow translation of document and exporting to source doc with new language - effectively a document…
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Formatting of RFx in the Preview mode
Syngene is requesting to edit their proposal document before exporting it, that is the edit options to be made available within the platform. This will eliminate the need for manual work once the proposal is exported. Scenario: Syngene’s proposal team prepares RFP responses that often extend to 40+ pages. Currently, once…
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Same project should allow to import non English and English file
This request is from Adenza. Ideally if the client receives another file from their client which is English we cannot create 2 projects as project count get increased and it will be difficult to track 2 different project for one Salesforce request just because of this issue. So, Client wants to import files that do not…
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Checkbox mapping in Excel Sheet (CONV-2102)
The client is using an Excel sheet to import Q&A pairs into a project, where the response fields contain values in a dropdown format. The client is mapping these dropdown values as checkboxes during the answer configuration. However, when mapping the dropdown to a checkbox, the column field appears empty, as shown in the…
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Sequential Authoring in Projects
I know there are a few S4s floating around on this topic but wanted to revive. Fortrea would greatly benefit from sequential authoring. While their case is extreme, they may sometimes have 15+ users authoring a single question or section. Even with the alternate solutions of tasks, comments, and activity monitoring, this…
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Ability to run spellcheck at the project level
Client E2Open would like the ability to run a spellcheck for the entire project. While they appreciate that spellcheck is available at the individual question level, as part of their RFx manager's final steps to a project they need to validate spelling & grammar. It would save them significant time and steps if they were…