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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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Adding Proposal Builder to MS Dynamics
Similar to our Proposal Builder functionality being able to live in Salesforce, can we create that for MS Dynamics. It would be ideal for some customers to allow their reps to build proposals from Dynamics.
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Connection between esignature and Proposal Builder
This is a request from MTI Technology. They want to automatically send proposals for e-signature after the client has reviewed and accepted it.
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Better Reporting
template used number of versions created client proposal was submitted to In order to justify the ROI of keeping this tool, we need to be able to track the value of this function by being able to report on metrics and aligning it the value of each winning opportunity. Posed by Vizient
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ADP - Proposal Builder is not properly linking the sections
Right now the Proposal Builder is not properly linking the sections for eg., when clicked on one section it takes us to a different section and the client wants that to be corrected and the links should be placed properly. Ref id: #59461
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remove OTP for proposal builder
Current client and potential PB user wants to be able to remove OTP requirement for proposal builder as it adds steps for their customer
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Proposal workflow 1/2: Sections to Templates (from Project Import Doc) workflow enhancements
DELOITTE ENHANCEMENTS 1 of 2: Save Sections to Templates (from Project Import Doc) workflow enhancements @karthik k Dev (KKD) we have a new push from Deloitte's proposal team (Responsive already onboarding Projects with another group) for enhancements that will allow them to entirely drop Qvidian. @Aditya asked me to…
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Proposal workflow 2/2: Content Reference Tags and Q&A pair enhancements
DELOITTE ENHANCEMENTS 2 of 2 Proposal Builder: Content Reference Tags and Q&A pairs @karthik k Dev (KKD) we have a new push from Deloitte's proposal team (Responsive already onboarding Projects with another group) for enhancements that will allow them to entirely drop Qvidian. @Aditya asked me to forward these requirements…
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CRM integration w/ Netsuite to Proposal Builder
This request came from MTI Technologies.
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Enable Updating Mergetags and Custom Fields Post-Generation
Currently, updating the mergetags/custom fields is not possible once the first draft is generated going back to edit proposal . Can we have a view where users can update values even after generating their Proposals For ex: If users want to update Proposal stages or proposal value or proposal close date, currently it is not…
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Absence of Custom Section Metadata Fields as Filters within Proposal Builder
Hi Team, Currently, the CCL allows me to define custom filters for Sections. However, the same filters are not available in section filters for building my proposal. This is big gap in deals where PB is sold. Kindly consider on priority. @Karthik Kumar @VISWA S @Kunal Shrestha Regards, Sujith