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PROD-I-128 S4 - Add Licensed Users to Columns in CSP
Hello Team, Can we add 'Licensed Users' to the column list in CSP? We have Active Users, but not Licensed Users. Votes 1
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PROD-I-127 No "Need Help" on Autograph UI?
Team - Where is the Need Help icon on the Autograph UI? It does not appear to be visible in the usual location. Is this a miss or have we relocated it somewhere? Votes 1
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PROD-I-125 Folders' within Documents in a Project
Hi team, I've received requests from Cigna and Vision Service Plan to have the ability to have 'Folders' or another way to organize documents within the Documents tab in a Project, as they have tons of supporting documentation (sometimes up to 30+ docs) that needs to be attached to a project, but go under specific…
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PROD-I-124 Resource Workload Tracking
Hi Team, @Monica Patterson brought up a question from a client: Have you ever seen a team scale calculator? Meaning, how many RFP Managers do you need to support X number of Sales Directors? And if the number of Sales Directors increase, how do you know when it's time to add more RFP resources? This reminded me that the VP…
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PROD-I-122 Autograph - Due date vs. Expiration Date
Team - Question - In using Autograph, I have been setting the Due Date for when I am asking for the signatory to sign by. However, it seems that if the document has not been signed by the Due Date, the document is automatically Expired. Is that the expected functionality? If so, I believe that Expiration Date would be a…
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PROD-I-121 Private Discussions & Access Controlled Content use in Projects
Hi Team, Two requests here - A private comment thread/discussion capabilities - INTAKE + PROJECT The proposal management team wants to have a project evaluation discussion without that exchange being exposed to other teams. Extending a Collection's/Content's privacy settings over to the project module. Customer wants to…
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PROD-I-100 Export Response HTML Error
Hi team, I was holding a Project training with a client (IPRO) and we ran into an odd error when exporting to source but selecting a custom font color. The client chose to export to source > selected all text be red > generated export package. Upon clicking to download, the file showed as an error and was downloading as an…
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PROD-I-380 Not being able to delete documents via autograph
-- Refer to summary -- Votes 0
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PROD-I-120 Save section descriptions default in organization settings
Currently, in the organization settings, 'save section descriptions' is turned on by default when a new instance is set up. As a customer, I rarely ever wanted to save section descriptions in the answer library, but I assumed that might be the exception to the rule. I am finding, however, that most of my customers do not…
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PROD-I-118 Update logos on website
Hello Marketing team I wondered if we have any plans to update the logo screen on our website? I may be wrong, but it seems like these have been around since we replaced the old website...and we've captured some great new names recently.…
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PROD-I-114 Not being able to delete documents via autograph
Hi team, Amy and I had a client inquire about how to delete documents via the autograph feature. After doing some testing, I cannot find how to delete documents. Is there a way to do this? If not, could we possibly look at this as a feature enhancement? I can imagine that many people want to test out the feature first…
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PROD-I-321 FW: S4 - Customer Email Templates - Remove 'Plan'
-- Refer to summary -- Votes 0
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PROD-I-288 Customize which custom fields are visible in the answer editor
-- Refer to summary -- Votes 0
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PROD-I-251 Bulk update formatting in project answers prior to export to Excel
-- Refer to summary -- Votes 0
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PROD-I-129 Customer Email Templates - Remove 'Plan'
Hey Team, Can you review all the customer-facing email templates from the product and make sure you change the template to include Package, not 'Plan'. We no longer use the 'Plan' field in CSP so this will be inaccurate for all customers. This field might exist in other email templates other than the Project limit workflow…
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PROD-I-117 Project Category custom field
Hi team, Is there a reason why the Project Category custom field is a 'Checkbox' in Organization Settings but doesn't allow the user to create options for users to select from? I know that it's a checkbox so it can be reported on, but I would love to understand the reasoning behind why clients cannot edit the field and add…
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PROD-I-109 Customize which custom fields are visible in the answer editor
Hi Team, This request comes from Optum. As Optum continues to add more groups to the application, they're finding that their Q&A records are feeling messy. Each group tends to have data they need to track on records, and therefore more custom fields get created. While they organize these custom fields into groups, the…
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PROD-I-116 RE: RFPIO Default Roles - Team Member - View Q's Other than Assigned
Hi Team, Any user being assigned the default team member role, wouldn't be able to "View Questions other than assigned" or "Respond to Questions other than Assigned" until the 'Update Section' is also enabled (PFB the snapshot of our Project related role privileges where the same is not enabled). Currently, they will only…
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PROD-I-115 Ability to set "-select-" as default project type
Hi Team, This comes from CLA. They are starting to use Proposal Builder and find that their users easily miss updating the project type, just sticking with the default, and then not knowing how to fix the mistake after a project has been created. They'd like to start with nothing for project type, so that users are forced…
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PROD-I-113 Help center video to be updated
Hi team, The last video of this help center article Uploading Content to the Answer Library – Home (Zendesk.com) : (https://rfpio.zendesk.com/hc/en-us/articles/360005864113-How-to-Upload-Content-to-the-Answer-Library) is very confusing. It is a video of someone mapping an excel document but they mark a column called…
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PROD-I-295 Disappearing Lookup Module in MS Office
Yesterday in Excel I was showing a customer the Lookup plug-in, and when I opened the Home tab after navigating away from it, the Lookup plug-in button in the top right-hand corner of my screen had disappeared. The plug-in itself was still available from my downloads menu in MS Office, but I had to re-open it from there to…
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PROD-I-112 Confusing Review Icon in Project Module
Hi All, In reviewing a customer situation and comparing against testing in the CSM instance, I noticed some icon challenges. Specifically, when you interact with the 'Review in Progress' yellow icon on a particular question, it shows checkmarks beside all the assigned reviewers as shown below and it relies on color for…
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PROD-I-98 Please Apply Question Attachments Text when applying Files from Q&A
Team - I know many of us have S4'd the desire to have the Question Attachment Text appear in the response when applying a Q&A pair (that has an attachment) from the AL. And I just about agree with the official justification as to why we don't do that - which is to maintain the integrity of the response text entered by…
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PROD-I-423 RFPIO Plugin not working - Outlook - jonathan Gudger
Jonathan Gudger (jonathan@rfpio) is having issues installing the RFPIO Lookup plugin in Outlook. I've tried the following IT support (Slack + zoom screen sharing). The Outlook plugin button and also the Microsoft Store button are greyed out. We have tried the following: * DONE - Uninstall Office 365 on Windows 10…
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PROD-I-111 Merge logos
Hi Team, A prospect of mine recently asked if it was possible to use the company logos his Hubspot platform already captures and displays, and merge them into an RFPIO document. His specific aim was to place them within the exported RFPs he was sending back (on the front page), but the idea of using them as a visual…
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PROD-I-99 Pop-up Alert
Hi All, I have a client that had feedback for a pop-up alert to appear when users are de-selecting the INDEX option while importing Answers so they are aware that it won't be saved to the AL or get routed to Moderation regardless of "Saved to Answer Library" being toggled on. Please see response from client below for…
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PROD-I-131 Issue with applying format to other sheet while project import
Hi Team, I am facing an issue while applying format to other sheets, the sheet is getting replicated and the existing other sheet is getting deleted. It's happening in both my "Saran Demo Instance & Catalystone POC instance" Kindly refer the link for more details: https://www.loom.com/share/6f03af14e2184575bfe5740ea9215bda…
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PROD-I-130 Formatting issues
Hi Team, I have a prospect - IOActive - who have their own POC instance. My contact there imported a bunch of pre-existing, pre-formatted work into the sections tab and has been running into issues ever since. I'm not sure if this reflects what he imported, or if there's an issue in our rich text capability, but he's had…
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PROD-I-108 RE: Exporting Links with the labels into an Excel File
Hi Team, While we have the capability to embed hyperlinks with their associated labels into word files and in general within the response field. The same doesn't work for excel files i.e. I am unable to export the labels with the links into excel. It just exports the label as text with the link information lost within the…
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PROD-I-97 To include links in Widgets
Hi Team, Client has come up with a suggestion to include links in Widgets. To send a link vs.code to add to the website. Eg: Showing a link that would be added to a training document. Please advise. Thanks & Regards, Jestina Rosemary | Customer Support Specialist. Votes 1