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Feature Request: Improve End-to-End PDF Questionnaire Support
Summary Improve the end-to-end experience for customers working with PDF-based questionnaires by addressing limitations in both PDF import and PDF export. Many customers receive RFPs and questionnaires exclusively in PDF format. While Responsive supports PDF workflows, current limitations require manual intervention during…
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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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(AI) Auto Identify Answer Type based on the Context of the Question - Import/Create
The idea is to predict and enhance user experience by recommending response type based on the context of the question. This will enhance the experience of the user during create and import. Question: "Select all applicable options for your subscription preferences." Analysis: The system detects a prompt for selecting…
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Using Responsive to respond to Proposal Tech RFPs
We currently work with brokers who primarily use the Proposal Tech system for issuing RFPs. They require the responses to be added/ uploaded to their system. Since Proposal Tech is also an RFP management system, what are the best practices for using Responsive to handle Proposal Tech RFPs. A recent example: The Proposal…
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Import Updates feature to support Using Branded Template.
As checked with our engineering team, at the time of export, we will be able to view this warning - “Content exported to non-default template cannot be updated via Import Update feature.” So, as of now, our Import Updates feature does not support Word Import Using Branded Template. But client - US Bank wants this…
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Response length during mapping
The customer has a Word document containing questions that require different response lengths. They tried using the Advanced Settings during import, but the response length configured there is applied globally to all questions. As a workaround, they imported the document and manually updated the response length for…
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Native Support for Fillable PDF Import
Customer: Federated Hermes Problem Statement Federated Hermes regularly receives due diligence questionnaires and RFPs as fillable PDF forms. Because Responsive does not currently support importing fillable PDFs, the team must first convert each document to Microsoft Word before importing it into Projects. The conversion…
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Support Horizontal Question Layouts During Project Import
Customer: Federated Hermes Problem Statement Some customer-provided DDQs and questionnaires organize questions horizontally across columns rather than vertically down rows. Responsive’s current import process expects questions to be organized vertically, requiring users to manually transpose worksheets before importing and…
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ILPA Automapping
I have been told by Support and Engineering that ILPA does not auto-map. The first Section "Cover Letter" does not correctly import Q&A. Please review the functionality so that there is clarity on if an ILPA auto-maps.
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Templates
When using templates to create a new project, we are limited to the template ONLY comparing to one new RFP document. Most RFP projects are created using multiple documents - we are unable to compare multiple documents to a template. It would be VERY helpful if we could create a new RFP using templates that enable us to…