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Export Complete Reviewer History
State Street has asked for this Enhance the Project Activity Export so it includes the full reviewer history, including reviewer additions, removals, and review completion events. Currently, this information exists within the application but is not available in the exported audit report.
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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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Batch exports for multiple projects
ZKB have a use case for being able to export bulk projects. Currently, projects can only be exported individually, requiring users to navigate into each project to export it. Adding a batch export option would streamline the process by allowing multiple projects to be exported simultaneously.
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Export Templates and Sequential numbering in headers
Hi Responsive community! I'd love to know how others are handling template export formatting. Specifically with numbered headers. We're working with Responsive and have been for months now over our template/exports. It's been frustrating. We're having issues with numbering. Our sections are numbered headings tied to our…
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Easier translations in project and export
The translation process in project and during project export is complicated right now. First of all, there should be a way to bulk translate the entire project or selected sections. This translation should be for either the answers OR for sections & questions and also the answers. If the project is still in the same…
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Is there a shortcut for entering completed Proposal Tech RFx responses back into Proposal Tech?
For Proposal Tech-based RFx projects (which have been imported into Responsive from an MS Word file), is there a shortcut for entering the responses back into the Proposal Tech system to avoid manual copy/paste for each response?
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Project Export
"Currently, the only filtering option available when exporting from a project is selecting which Sections to include/exclude. Ideally, we would like to be able to apply other filters (a certain flag, tag, Author, with comments, etc.) and export a subset of questions across sections." "We'd like to add more filters to…
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Streamlining Export Process
Problem statement: When we export a package to send to a partner, it requires us to add a field (checkbox, signature, date, etc.) to every single attachment in the package. We know that we don’t have to make these fields required, but it is incredibly time consuming when we have several attachments. Moreover, placing an…
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Bulk Export archived projects
The client has requested the ability to export all archived projects at once, as this feature would be beneficial for auditing purposes. They are unable to use the export feature in CCL because they are unsure whether all archived projects have been previously moved to the CCL.
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Formatting Feature Parity with PDF/MS Word inside Responsive
Working with Honeywell, they have provided feedback that about their experience trying to export directly to PDF. Here is their thoughts and where they are encountering issues: A consistent comment I am hearing from the team is about exporting directly to PDF. So far, it would be impossible to export proposals directly to…