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PROD-I-541 Reporting on Response and Section Template usage
Allow for Use Count of Response and Section templates so Admins can see what is being used and if they can clean up their templates and remove ones that aren't used. Votes 2 Comments for the idea : product-response-mgmt product-response-mgmt Oct 12, 2022 Thank you for the request, Kendall. Checking priority. - Arun Nicole…
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PROD-I-542 Ability to link responses in Section Template to Answer library
This is requested by AXA IM Currently, there are many questions in the section template for which the answers are picked from the answer library directly. When there is an update on the QA pair in the library or is being updated as part of the review cycle, the content managers are manually searching for the answers in the…
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PROD-I-543 You received one Notification From RFPIO 📧
Whenever a user receives any Notification From RFPIO, we can show a Desktop notification, instead of sending it as an E-mail. Where users can navigate by just clicking from the Banner. We can also have an RFPIO Inbox menu to Manage those notifications. Votes 9
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PROD-I-544 Ability to lock a Question in a project to avoid concurrent Edits.
When a Question is edited by two or more authors at the same time, there is a possibility that the work of one author is lost and only one gets saved. (User is aware of the notification that pop ups when two are working simultaneously). Even in the pop up message we do not have the option to save our work and accept…
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PROD-I-545 External API Activities in RFPIO application
Lot of companies use external API to fetch and post data and they don't have a way to track it in our RFPIO application. We shall have External API activities tab in org settings or per user level. This is helpful 1. Track calls 2. Troubleshoot 3. Audit 4. Reduce support calls Votes 2
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PROD-I-546 Ability to manually resend docs in Autograph
There's been a couple of times where I've sent out an Order Form for signature and heard back from my client that they never recieved it. I think a button to be able to manually resend that document would be helpful in these cases. Votes 4
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PROD-I-547 Tags with the ALL condition is misleading
Team, currently if I had content that had a Tag 'PPTX Sample' (as illustrated in the snapshots). When I search for the same with the 'ALL' condition, it should just return the records that only have 'PPTX Sample' (i.e. 1 record) but instead it returns all the records where the Tag is used (i.e. 4 records in which 3 records…
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PROD2-I-27 Date stamp vs Time stamp in Comments
The date stamp is the preferred information to show when viewing a Comment attached to a Q&A pair. The user must hover over the time stamp to see the date the Comment was made. Hiding the time, and showing the date is preferred and would eliminate the need to track the timeline of 'tagging' other users on a separate log.…
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PROD-I-548 Date stamp vs Time stamp in Comments
The date stamp is the preferred information to show when viewing a Comment attached to a Q&A pair. The user must hover over the time stamp to see the date the Comment was made. Hiding the time, and showing the date is preferred and would eliminate the need to track the timeline of 'tagging' other users on a separate log.…
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PROD-I-549 Ability to filter for Q+A pairs that are tagged with only one tag
Stealing Keith's example from the trainingquestions channel: I have 10 Q&A pairs with Tag = Company. 8 of these records have additional Tags, while 2 of them only have the Tag = Company. I want to filter and isolate just those 2. Right now, we can only do this with exclude tags, but this can get unwieldy if you are looking…
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PROD-I-550 Advanced Search - Show filtered/associated options based on selected parameters
Team, currently when we try using the Advanced Search parameters it basically lists every possible option and doesn't limit the same based on our selection. For e.g. If we only had the Tag 'RFPIO' for content within 2 projects, lets say Proj 1 & Proj 2. When I use the advanced search and search for Proj 1 or Proj 2, the…
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PROD-I-551 Teams Integration Does Not Reflect New UI
In the Microsoft Teams integration, if you add a project as a tab, the Project Interface does not display in the new UI. Please address. See attached screenshot Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jul 4, 2022 Hi Keith, We are yet to implement the new project experience in Teams. The…
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PROD-I-552 Global level tag for all Business Units
In environments with multiple BU's, each individual business unit may utilize the same tag. It would be more manageable to only have to add one entry to RFPIO and be able to assign that 1 tag entry to any number of business units. Thank you. Votes 2 Comments for the idea : product-response-mgmt product-response-mgmt Jul…
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PROD-I-553 Option to include comments when cloning a project
would like to be able to include comment thread/discussion tab when cloning a project Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jul 14, 2022 Hi Nicole, May I know why do we need comments in the cloned project. Thanks, Deepan M Nicole Stanford Jul 19, 2022 Hi Deepan, I had a client scenario…
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PROD2-I-28 Classic UX Exec Dashboard Degredation
The executive dashboard in the RFPIO Inc sales demoing environment is starting to degrade. Please see the attached and fix ASAP. :) Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Oct 11, 2022 Thanks for the request, Aaron. Please expand on what's degrading. What specific changes would you like…
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PROD-I-554 Support multiple checkboxes in a single column.
This was brought up by Certara USA, Inc. Currently, when there are multiple checkboxes in a single column, we are not supporting it. We are able to import it, but come across issues during export. If the files are unprotected, we can make changes such that the checkboxes are in separate column. But in some cases the file…
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PROD-I-555 Send Reminder in Autograph
When I set up a doc for the first time to be signed in Autograph, I am presented with a "send reminder" check box. This is confusing since this will be my first time sending this document for signature. Can we get some definition or tooltip added here for what this does? Votes 1
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PROD-I-556 New UX translation: Premature import issue
During import in NEW UX: The "Import" button is not greyed out during Translation, therefor the user is able to prematurely import before translation is complete. This results in un-translated version being imported, and is very confusing. (removed the first part of this ticket, as the difference was between exporting to…
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PROD-I-557 Can we remove Packages and Billing in Trial Instances?
Is it possible to restrict visibility or remove "Packages and Billing" from trial instances? Is this only visible to Super Admins? If so, the pricing is not accurate/current and it may be good to update or remove anyway. Thanks! Votes 4 Comments for the idea : Tara Scrivens Jul 8, 2022 Brandon - I was testing this out with…
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PROD-I-558 Delete button in autograph doesn't do anything?
Hi team. When I go in to edit an existing document that has been sent for signature, it gives me a trash can to delete a document, but its not clickable. Not sure if that is intentional? Votes 1
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PROD-I-559 Dark Mode...Too Dark?
Team...THANK YOU for implementing Dark Mode. I love it. However, I am finding issues...See attached screenshot: #1 Response text is almost impossible to read. Perhaps because it uses a style that is actually dark grey. But we should at least make the yext legible, no matter what color it is. And Merge tag looks a bit…
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PROD-I-560 New Save in answer library switch is hard to find and requires extra clicks
The save in answer library switch is now just an icon which is not easy for end users to find/remember. Can we please add back in the text which stipulates it's purpose. It is also now two clicks to turn on save in answer library which might seem small, but add up over time when in large RFPs, can we please make this a one…
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PROD2-I-29 ILPA Auto Import Not Correct
The ILPA auto import functionality needs a lot of work before it can be client facing. The following issues (supported by screenshots) are: 1.) The table is broken apart incorrectly where the check boxes are given Y/N values in the file, when they should be an X in the value to fill in the check box. 2.) After two import…
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PROD-I-561 Section view in new UX is now forced to see whole RFP
When in the new UX, in the section view, you now see all sections names instead of just the section you are in and corresponding questions. While this may be highly desired for some users, it can be problematic for other users, especially in large RFPs with numerous sections. Having a single section only view is really…
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PROD-I-562 Saved searches with LookUp
I think we should add the functionality to access saved searches via LookUp. Looking in the Chrome extension, I can access recent searches but not saved searches. Votes 2
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PROD2-I-30 Connectors to Microsoft Project and Adobe Acrobat
This is directly from a prospect... "I didn't figure you'd have a pre-built connector for Microsoft Project. And we don't technically need one. However, I asked because I was curious how far your Microsoft native connectivity extended. I was wondering if it was only to the basic Microsoft Office programs (Outlook, Teams,…
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PROD-I-563 Freeze Filters in LookUp
Invesco and Dynatrace have asked for the ability to Freeze Filters when using LookUp. I see the use case for this, and am adding that functionality as an enhancements request. Votes 3
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PROD-I-564 Filter option not available inside document library in New UI
New UI: Inside project, while trying to import a document from document library, filter option is not available While in Classic UI: filter option is available Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jul 18, 2022 Hi Pavithra, This feature is under devlopment. You can expect this in…
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PROD-I-565 Replace the Toggle Switch for Save to Answer Library in a Project
Tara and I have notices the Save to AL functionality in the new UI is not a book icon. You have you click the book and then opt to Save in AL. Two things about this that users don't like so far: 1) the book is a small icon and difficult to see and 2) one you click on the book, you have to complete a second click to Save to…
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PROD2-I-31 Integrate with Zoom Chat
It's come up twice now. Seems to be a growing option for companies? Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Jul 13, 2022 Hi Matt, Can you provide some high-level overview on the use-case? Any specific expectations from users on how this integration should work? -Shyam