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PROD-I-41 Consider Adding Dates to Upcoming Review Chart in AL Insights Report
A prospect trialling RFPIO commented that they would like to show dates in addition to number of days, in the AL Insights Report - as that would be more meaningful for them: I agree that it would be desirable to be able to toggle between a Number of days and Dates on this chart, to suit the user's preference. Votes 0
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PROD-I-47 Limiting number of Authors on Q&A Pairs
I was on the phone with Ockestra, and they asked about being able to limit the number of authors that are assigned to a Q&A pair. They said that they wanted to restrict their users to a single owner, but I could see this being an organization setting that could be setup to only allow "x" number of authors. We let them know…
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PROD-I-46 Ability to set sticky filters by RFP section
My customer Aptos just shared a great idea for RFPs - when responding to an RFP, they often have sections of the RFP that pertain to only specific products within their portfolio. While they are using the freeze filters for this section with some success, if they leave the section and come back, the filter resets to the…
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PROD-I-48 Not able to download documents from a QA pairing in Outlook
Hi team, I am not able to download a document from a QA pairing in Outlook from my Mac. Here is a video of me trying. When I click on the download icon, nothing happens. Is there something I should be doing differently? Aaron, Tim, other reps, and I have been selling the Outlook integration as if it operated in an…
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PROD-I-51 Queue Notification for RFPIO users assigned as Guest
Dear All, Hope everyone is having a busy week! We have a query from our client on the Queue Notification function on RFPIO users assigned as Guests. The behavior is that, when the sections/questions are assigned and queued to the RFPIO users as guest the assigned users are unable to view the section/question as given…
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PROD-I-53 Ability to filter the content library based on content merge tags.
Hi Team, Can we have a facet added to the content library which would allow us to filter the contents based on the content merge tags used in the answers. We can now filter by using the merge tag name within double quotes (eg: "[clientName]" ) which actually works, but client feels it would be much easier if the merge tags…
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PROD-I-52 Regarding Intake Integration in Salesforce
Hi Team, These are two requests from client Stibo Systems regarding Intake integration between RFPIO and Salesforce. 1. Ability to view the Reject Reason in the Salesforce details page, given in RFPIO when an Intake is rejected. 2. In salesforce under the RFPIO tab we now have a tab to view all the projects, client request…
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PROD-I-50 SFDC Chatter Connection
Hi Team, Recently I've had multiple enterprise prospects ask if RFPIO can connect to Salesforce Chatter for centralizing tasks, assignments & comments. Is this functionality possible today? Votes 1
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PROD-I-49 Sub-Section Visibility in Section Templates
Just came across this request in a client POC. Currently, there is no visibility in the "Section templates" that could indicate which sections contain sub-sections. A user needs to get into each of the section templates just to check if there are any associated sub-sections within it. This actually is time-consuming and…
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PROD-I-54 Reg Toolbar option ( CliftonLarsonAllen LLP )
Hi Team, We have received feedback from the customer regarding the toolbar option in the response field. I am bringing this to your attention. "Here is a screenshot of how the toolbar appears when working in RFPIO. It would be helpful to access the "styles" if it was on the main toolbar. I really find that it is the only…
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PROD-I-55 Project fields to be made mandatory for completion
Hello Team, Here's a feature request on capturing data in the custom fields (projects). This was raised by Infosys. There are a lot of custom fields in place and the team would capture data in the fields as and when the project is in progress. These values might not be known during the project creation process. However, it…
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PROD-I-56 Feedback from GE Digital - Not Started status in section view
Hi Team, Hope you are well. We received feedback from GE Digital that even after plenty of questions being answered in a section, the section still shows 'not started' status. When testing further we found that the questions were not answered by the author. Only when the author answers the questions, the status is getting…
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PROD-I-58 Intake Scoring
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…
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PROD-I-59 Add Question & Section Text in Reporting
Cigna and Kaiser have asked for this. They want to be able to see the relevant information they are looking for when it comes to reporting on questions assigned to users in a project and how questions were answered. Cigna is using this to determine why the same questions are answered differently and improve their AL…
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PROD-I-60 Autopopulate value in UI
I don't know if this would cause too much confusion, but I'd like to suggest that the "value in UI" autopopulate or have an option to populate with the "value in file" for the same field in an answer type. If it autopopulates, it would still be able to be overridden manually. If a user wants to keep the values the same, it…
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PROD-I-61 Expand All Questions Sticky at Section Level
Feedback from a prospect considering RFPIO (They have Loopio currently) Their users like to expand all the questions in a section so they have a holistic view of all the Q&A. However, after expanding to show all questions within a Section, if they leave and later return, that section is collapsed again. It is causing…
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PROD-I-62 Ability to define language for spell check for each project.
Hi Team, This is a request from a client to consider the possibility of choosing the language for spell check for each project since they work on RFP in multiple languages at the same time (Like French, Dutch, German...). So it would be helpful if we can set the language for spell check at project level instead of company…
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PROD-I-63 Rich Text in Alert Text
Is it possible to add Rich Text Editing in alert text? This would allow customers to create emphasis within the alert text, which I have been asked about several times. Votes 4 Comments for the idea : Viswanathan S Apr 26, 2022 Hi Konnor, Good day to you, can you eloborate the request, do customer want to set Font and…
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PROD-I-65 Export "Gold Standard" Questions or "Golden RFP"
We often have prospects explain the scenario where a prospect asks them if they can provide some of the best questions that they can give to their prospects who is planning to issue an RFP. So our customer would be able to export a list of gold standard questions that would help to formulate an RFP that would be coming…
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PROD-I-67 Users with multiple instances: email links
When a user that has account in more than one instance receives an email, clicking on the link should automatically land them in the right instance. m Currently it takes the user to the last logged in instance and throws a cryptic error. Unless the user recognizes what went wrong, they may think it's a broken link. Votes 2…
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PROD-I-68 Integration with Seismic
A client has requested an integration with Seismic Votes 8
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PROD-I-69 Only include business days in Executive Dashboard
Autodesk uses the Executive Dashboard Project Completion (Days) to report to their team on how long it took them to complete a project. They recently noticed that this included Non-Business Days. They would like for this to only include Business Days, especially if the Non-Business Days feature is enabled and set in Org…
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PROD-I-70 All' Review process showing in Activities
Fiserv is leveraging the 'All' review process in the Answer Library. However, they noticed when one of the Owners on a Q&A pair completes their review (without making any edits) and there are still others to complete theirs, you can't see that the one owner completed their review in Activities. I feel like this should be…
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PROD-I-71 Win Score/Report
Hi Team, We often have questions from prospects about "win indicators" or a win score of some kind. I think we could drive value with some sort of pre-canned report for the key considerations on winning responses. We could deliver back to prospects out of the projects they marked as "won" in the year, who the top…
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PROD-I-72 My Work' filtering & completed tasks
Kaiser has requested that there be filters on the My Work page. They want to be able to filter out tasks when your work is complete. For example, when an author has completed their work and has marked their work as complete, the section author task should be removed from their My Work page since their work is completed.…
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PROD-I-73 Alphabetizing list of Teams in Org Settings
Hi team, Gemini is asking if there is going to be a way to alphabetize the list of Teams in Organization Settings. I think this goes hand in hand with adding the ability to alphabetize anything similar in Org Settings. Cheers, Kendall Votes 1 Comments for the idea : Arun Kumar S May 2, 2022 Checking with Engg.…
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PROD-I-74 Team Management - Auto Recommend and Collection permission
Request from Gemini: When leveraging the Auto Recommend Author and Reviewer feature, they would like for the system to suggest Team assignments as well. They also want to be able to allow access to Collections by Team as it is time-consuming to manually add/select individual users to a Collection. Votes 3 Comments for the…
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PROD-I-75 [Copy] Users with multiple instances: email links
When a user that has account in more than one instance receives an email, clicking on the link should automatically land them in the right instance. m Currently it takes the user to the last logged in instance and throws a cryptic error. Unless the user recognizes what went wrong, they may think it's a broken link. Votes 0
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PROD-I-76 Custom Fields and Business Units
Evernorth requested the ability to have separate Custom Fields across BUs. Currently, you can have separate Tagging structures but Custom Fields are shared. Is this being considered? Votes 5 Comments for the idea : Deepan Mathivanan May 2, 2022 Hi Kendall, May I know why do they want the custom fields based on the Business…
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PROD-I-77 Project Duplication 'Templates' and 'Baselines'
Cigna has been testing Project Duplication and has some ideas about how we can enhance it in the future. They are likely to need to start from different points in the process, when working with different projects - where all of the basic, generic work has been completed, and any work that is more customized to a particular…