-
PROD-I-222 Alt Text Request for Microsoft Content
Hello Team, I am submitting a request on behalf of Microsoft. The client would like to have their content as accessible as possible for their proposal recipient and for that they would like the Alt Text for images as a future functionality. Is this a possibility? Votes 0
-
PROD-I-213 AL backup export in organisation's template
Hello Team, Here is a request from Capgemini. They would like to get the answer library backup export in the Capgemini template. Currently, the export in the word is triggered in RFPIO standard template and, they prefer to change it to their branded template. Please let me know if there are any further questions. Votes 0
-
PROD-I-250 Bulk Update Attachments in the Answer Library
Hi all, Happy Flex Friday! I was working on an RFP last week and noticed that we have a lot of Q&A pairs that reference an attachment, "RFPIO_SLA.pdf." The problem is, this references an old document that is not in the IRI and there is no document attached/linked to the Q&A pair. While I brought this up to Kelly a moment…
-
PROD-I-416 Requests on Section & filters in the project
Hello Team, Here are a few requests raised by Ciena and Infosys. 1. Ability to select multiple sections from the project to select apply and freeze filter - They have a huge list of sections in each project and going to individual sections to apply and freeze filter is very tedious. They prefer to select multiple sections…
-
PROD-I-259 Clarifications exported in Word
As a client, I began to see RFPs that requested that clarifying questions not be submitted in tables. Could we have an option to export clarifications into Word? I'm guessing the issue with this may be that you can't easily reimport the answers from Word, but it would at least eliminate some work for users when up against…
-
PROD-I-441 Sequential Review Flow in Projects
Hi Team, There is a request from Capgemini regarding the Sequential Review Flow. For your reference Ticket (https://rfpio.zendesk.com/agent/tickets/14242) Currently, when a sequential review process is set to section there is a general notification sent to all the reviewers instead of the first reviewer of the sequential…
-
PROD-I-81 Editing out-of-the-box Custom Fields
Hi team, Have we considered allowing users to edit the out-of-the-box Project custom fields? I often receive requests from my clients who want to change the type of custom field (from Text Box to Dropdown, etc) within an OOTB field or simply just hide a certain custom field as they don't use it. I think this would be super…
-
PROD-I-195 Ability to create multi level sub sections in section templates.
Hi team, Received a request from a client for the ability to create and view sub-sub sections for a parent section in section template. Client tries to create a section X which has 'Y' as level 1 subsection and 'Z' as level 2 subsection which is the subsection of 'Y' which looks like below.X -Y -ZWhen we try to preview the…
-
PROD-I-417 Required Fields in CORL
Is it expected behavior that the system marks all answer fields of a CORL file as required when using the standard import? This prevents marking the answer as complete even though the question may not merit an additional comment (such as a person's title or when the company was founded). Votes 0
-
PROD-I-462 Tasks Automatically Trigger "Project/Production Stages"
Hello, In speaking with a client, Blackboard, I was asked if as a task is completed in RFPIO, it could automatically trigger completion of a project stage or, for the purposes of this S4, what I would like to call a production stage. Currently, projects are tracked more like opportunities: draft, submitted, won, lost,…
-
PROD-I-208 Adding an Undo button in AL
Hello Team, I have a request from a client asking to add an UNDO button within the AL that will allow users to undo changes when using the "Compare and Merge" feature. Currently we do not have the option for a user to revert their changes if a question was accidentally compared and merged and therefore is causing a lot of…
-
PROD-I-307 Enhancement Request from a client from Mambu
A feature enhancement request is made by a client from Mambu in a support ticket. It is regarding the Active hyperlink in excel export. When the user applied an answer from AL that contains a hyperlink and exported it in the source(Excel). The hyperlink is not active. It just displayed link simple text. In the word…
-
PROD-I-138 Autograph Status Issue
Team - I had sent a document for signature on 12/22/2021, but it has not been signed by the recipient yet, so I wanted to check some details I had entered when setting up the e-Signature. In Autograph, I selected the document from the list, and clicked on Edit from the 3-dot menu. I stepped through the various screens, and…
-
PROD-I-137 Enhancement Request from a client from Mambu
A feature enhancement request is made by a client from Mambu in a support ticket. It is regarding the Active hyperlink in excel export. When the user applied an answer from AL that contains a hyperlink and exported it in the source(Excel). The hyperlink is not active. It just displayed link simple text. In the word…
-
PROD-I-107 Couple issues with Overview Dashboard in new UI
Hello Team - Here are three items/questions relating to the Overview dashboard in the new projects experience: 1) It is now quite hard to find. Was there a reason we placed it under a menu, and also, that it is no longer possible to access it directly from the Projects list (the little pie chart has gone)? 2) I am the only…
-
PROD-I-105 Autograph Text Wrapping on History screen
Hi Team I noticed that if the Document's file name is long, it blends with the Owner field - see below. image.png Best regards Votes 1
-
PROD-I-106 Undock Recommendations Pane in New UI
S4, Quick feedback that was brought up by a customer for the new UI. It would be helpful to be able to undock the recommendations pane when responding to Q&A pairs in a project. This was possible in the old UI and they noted that it is very useful for individuals that are using multiple monitors. -- Thanks, Alex Zofchak…
-
PROD-I-8 Multiple Answer Headers for Answer Type Templates
Hello, Currently, if I want a question's answer types to look like this: Can we have the ability to create multiple Answer Headers under a single Answer Type Template? I'm asking this as Spring Health has these awful consultant rfps that they download from an online portal that have radio button responses. They want to set…
-
PROD-I-5 Ability to save later/submit function in Answer Library
They're particularly looking to enhance how things work when editing QA pairs in answer library. They have SME's making edits,where they would like to be able to save a draft- especially when editing longer records and then go back 'Submit' or 'Publish' the edits. Votes 0 Comments for the idea : product-response-mgmt…
-
PROD-I-7 Image wrap icon change - huh?
Hi Team, The icons for the image wrap function have changed... and are less intuitive: Both are now the same icon, so we can only tell what they do by hovering the mouse. Also, bombs? Votes 0
-
PROD-I-284 Custom Reports - Line Graph Group-by Mix-up
Hi All, Submitting this S4 regarding a current issue affecting line graphs in custom reports. What I've found and a customer (Gemini) have found is that unlike other visualization options, the X axis and 'Group By' are flipped. As you can see in the image below and attached, the x-axis in the settings is listed as…
-
PROD-I-10 Sequential review process
Hi Team, Wanted to see what progress we've made on fixing the sequential process issue that came up a few weeks ago, and to ask a follow-on question. I was working with a prospect today, and they asked if they could apply specific due dates to each person within the sequential option. The answer we gave them was no, which…
-
PROD-I-6 All day option for tasks due dates
Hi Team, This morning, Blackboard has requested that there be the option for an "all day" due date for tasks. They will not adopt task templates or calendar syncing until this is available. If they were to adopt these features, it would be a huge win for us in making RFPIO sticky and saving their team a significant amount…
-
PROD-I-9 Excel Import - Default to Full Rich Text
I received the following feedback from our client Punchh today. Please submit product feedback for us to support the import via excel --> auto Full rich text configuration. That way, we do not have to remember to select rich text every time we import an excel doc into RFPIO. Let me know if you have any questions / require…
-
PROD-I-4 Integration with Confluence
Team, We have been consistently asked if we integrate with Confluence (wiki tool) or if there is a direct way to migrate a customer's knowledge base into RFPIO from Confluence. Is this something we are working on? Votes 2
-
PROD-I-11 Error on Auto-Respond
Hi Team, Opened a fresh instance to demo to Tangoe tomorrow (named 'Tangoe'), and uploaded an entire document to start the answer library. After uploading a blank version to use auto-respond on in preparation, I got the following error messages. Weirdly, it actually does upload a few auto-responded answers after a period,…
-
PROD-I-12 Custom fields - exclude and all options
Could we consider adding functionality to allow users to exclude or force all selected custom fields when searching content similar to what we have for tags in the screen shot below? (For example, if I want to eliminate anything with custom field x applied from my search? Or if I have a custom field for product and I want…
-
PROD-I-14 Suggestion on Weightage to be included for Auto recommendation and Auto response
Dear All, Hope you are doing well and safe. We have received a suggestion from our client, if the auto recommendation also takes in consideration of the tags and titles which needs to be given a highest weightage so that clients get the value they are looking for while they use Auto recommendation/response. Can this be…
-
PROD-I-414 Reporting Standard/Custom
Over the past few weeks - I've had clients ask to be able to place standard reports on a custom dashboard. Is there anything being worked on in accordance with this? For example, project completion in days is a standard report, but cannot be replicated to look the same in custom reports (to be added to a custom dashboard).…
-
PROD-I-13 Table Properties - Split limitations in content with images
Hi Team, I have a client document that's in word format and full of tables and we want to ingest into the AL. The Q & the A appear in the same cell. It all works well until there's an image involved. Split doesn't even become available if there's an image anywhere in the content. See screenshots from the same table, just…