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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…
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Default Excel file format to support translated Questions
This request is from Juniper. When we ensure mentioning the target language at the time of export, we can view the translated questions in English, in Word and PDF exports. But in Source and Default Excel export types, the question always stays in the source language, irrespective of the choice of language (source or…
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Default Selection of All Project Sections for Export
I am submitting this enhancement request on behalf of our strategic client, Microsoft. Request: We request that all project sections, particularly those added manually, be selected by default when exporting a project. Currently, users must manually select these sections, which is often overlooked and leads to incomplete…
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Exporting to Source File
Any one else having trouble exporting to source file? My last project created a separate source file and response file upon export. I need the doc to be in it's original format for the client. (Exporting to the source will extract your responses from Responsive and plug them back into the original document. This is best…