It helps the bid team to have this visibility while they are qualifying/ discussing options within Intake and have this metrics to bring relevant teams and data points into the mix. Created date : 2022-05-24 Votes : 6 Comments for the idea : sunder sunder May 24, 2022 @Naveen, Just for additional context and clarification,…
My client, Duke Energy, differentiates the responsibilities of approving the intake request and whom should create the proactive proposal through the proposal builder. As it stands today, you are unable to separate out these duties. Can there be an option to approve the intake and prompt another to finalize the proactive…
Wanted to post this one in here since it had so many +1's in the S4 email thread. I know intake scoring has been requested before and would be a valuable differentiator for those customers that use the intake process. On a recent call with Cority, we were speaking with an experience user of RFPIO, RFP360, and Loopio, and…
Previously, after an Intake is approved and the New Project is submitted, the primary document is automatically populated into the Import screen. With UX2.0 this feature is broken, as the user is only prompted to import a new doc and cannot intuitively find the doc from Intake. For UX2.0 once the Intake is converted to New…
Our NE offering (pricing and packaging in IRI) outlines Intake as standard but I've been told that currently we're not able to activate this on the backend? Does intake need to be added as a separate line item in SFDC to activate? Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jun 17, 2022 Hi…
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