-
PROD-I-793 Change location of styles selector in text editor
From Microsoft: The style guide is a level down under the response cell (must click ellipsis to get to it) - this is an extra click for our content managers. Need to move this up a level - would prefer it to precede or follow 'Fonts' Votes 2
-
PROD-I-794 Export to pdf
This has come up periodically, but I am working with a prospect that is interested in our proactive proposal feature and wants the export to come out in PDF so their sales people don't mess with it. Votes 1
-
PROD-I-795 Method or script for bulk import/management of Catalogs & Catalog Structures
Professional Services needs a method for bulk importing & managing Catalogs & Catalog Structures. This assumes Proposal 2.0 does not include a similar front-end feature. This would make Catalogs more wieldy and adaptable in many scenarios, streamline related PS tasks, and reduce client disappointment & limitations around…
-
PROD-I-796 Allow Custom Fields to be restricted by BU
There are many situations where a Custom Field might pertain to only one or a few BUs. Currently, there's no way to limit such visibility. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Nov 17, 2022 HI Joel, Good day to you, we will try to prioritise this based on more votes. Thanks and Regards…
-
PROD-I-797 Email Templates - limited Super Admin editing
This idea is being submitted due to recent requests from my customer Allways Health. The idea is to create a framework for allowing Super Admins some limited edits to the email templates they can manage on their own. As I understand it, we do not give customers the ability to manage this on their own, and require CS/CSS…
-
PROD-I-798 Secondary Email Address per User Profile
* Is there a way for users to identify a secondary email address that they can have RFPIO notifications sent to? The secondary email address would be different than the one used to authenticate with SSO. Example: I authenticate with SSO using Email A but I want RFPIO notifications to be sent to Email A and Email B Votes 1
-
PROD-I-799 Having different formatting for additional response headers
The enhancement request has been raised from Issgovernance. They request different formatting options for the response header and an additional response header for easier identification in CCL. For example, if a question has more than one response, the header for the rest of the response (additional response) can be in a…
-
PROD-I-800 Removal of Tags - List all the associated Tags for easy reference
Team, currently if we wanted to remove tags from a record or records, we need to do it in a similar manner to adding Tags which is counter-intuitive. This can get messy especially when there are multiple tags associated to a record or records. For e.g. if a record had the tags, 'Tag 1' & 'Tag 2', when we try removing the…
-
PROD-I-801 Ability to create Proposal Templates without Catalogs
Team, currently we cannot create a Proposal Template without having a catalog selected. If we need to create one, then we need to create a dummy catalog which is non intuitive and confusing for our customers. There are scenarios where customers don't have or need Catalogs but require the capability provided through the…
-
PROD-I-802 Content added through the Lookup Add-in (Web Browser & Slack) to be Moderated
Team, there needs to be an option to moderate content that has been added through our Lookup Add-ins for the Web Browser & Slack. Currently, any content that has been added via the Lookup add-ins get directly added into the Content Library which is not very useful especially when users want all the content to be moderated…
-
PROD-I-803 Content Library related Notifications
Team, we need to plan to add notification options (that can be controlled similar to the Project notifications) in addition to the Content Moderation & Review notifications. Glad to discuss the relevant scenarios associated to the same. Votes 4
-
PROD-I-804 Ability to combine or merge multiple tables under a single Q using Table Answer Type
Team, this is something that has started coming up often. Basically we have a single question but the answers are in multiple single row tables. In the attached snapshot, you would notice that we have the question and then each answer field is a single row table. Can we work on a way to combine these into a single table.…
-
PROD-I-805 New Project UI: Request to make Active/Current Project menu selection "sticky"
From Cerner, see screen shot for clarification of which menu. They request that when they change this menu filter, that it be retained even when navigating to new pages and then back Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Nov 16, 2022 Hi Michael, Thanks for submitting the idea. Please…
-
PROD-I-806 Workflow alert for inactive users
My customer Confluence would like a Workflow alert to be sent to system admins when users have had no activity in a set amount of time. The goal is to search for inactive users in the system. Since we already track this, could we expose it in the workflow entity? Votes 2
-
PROD-I-807 Provide more control to manage Projects within Lookup for Web Browsers
Team, while we can create Projects and relevant sections & questions using our Lookup add-in for Web browsers. It would be logical to be able to edit details of existing projects and also be able to assign authors and reviewers right from within the same. Glad to discuss the relevant scenarios and use cases for the same.…
-
PROD-I-808 Data table inclusion in PDF
User strongly wants include table data be included in the pdf Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Nov 29, 2022 Thank you for the idea, Pavithra. 1. Who requested this enhancement? (e-mail excerpt, call recording?) 2. What report were they trying to pull? - Arun
-
PROD-I-812 Encourage/enforce @mentioning in Content Library Comments
Vizient has asked if we could adjust the help prompt in the content library comments box to remind users to use the @mention option (so instead of "Enter your comment here" change it to something like "Type @username and a comment to send a message to another user". Alternatively, having functionality similar to what we…
-
PROD-I-813 Add Q/A pairings via Lookup from MS Teams and Outlook
Similar to how we can in Slack / Chrome, it would be helpful to add the ability to create new Q/A pairings in MS Teams and Outlook. When I am working deals that use Gmail/Slack, this functionality is a big value add. We should also consider having product parity across LookUp and enabling this in Excel, Word, and…
-
PROD-I-814 Bulk Share Content to Guests
Frontier Communications would like the ability to bulk share content from the Content Library to a Guest user. Right now you can only share a single record with a Guest Votes 7 Comments for the idea : product-response-mgmt product-response-mgmt Nov 15, 2022 Nicole, Bulk share to guest, we can suggest the Linked companies…
-
PROD-I-815 Make the "Top Authors" on the Executive Summary clickable
Venbrook Group would like to request the ability to click on the Top Authors in the Executive Summary and see a view of what Projects the Authors have been contributing to. Having this ability would not only bring parity to the Insights Report (as many of those fields are dynamic & clickable) but it would also save the…
-
PROD-I-816 Search Document Library from Lookup in Chrome
Hi Team. It would be great if you could select to search from the document library specifically when using the highlgihted text feature in chrome - see screen shot. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Nov 8, 2022 Hi Konnor, Since documents search in Lookup Chrome will work only if…
-
PROD-I-817 Question Number count
The user(ADP) Requested to have the question number count at the top of the section similar to the Old UI. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Nov 14, 2022 Hi Praveen, Thanks for submitting the idea. We will conisder, if we have similar comments from our respective clients. Deepan M
-
PROD-I-818 Add option to sort the Manage Teams tab
In the org settings under User Management and Manage Teams there is currently no way to sort the teams. The teams seem to be in order of when they were created. For clients that have many teams it would be helpful to be able to sort the teams alphabetically. Votes 1
-
PROD-I-820 Icon not visible for new window and information when using MS office lookup
When we use the MS office look up , the lookup icons on New window and information seems to be not clearly visible. Votes 1
-
PROD-I-821 Team name to be displayed first when assigning reviewers
Many teams are created and when we want to assign the team as reviewer, when we type in team name, all team member names come up first and last the team name shows up. It would be helpful if we have the team name first and then team member names. When we have many users within the team, it is difficult to scroll all the…
-
PROD-I-823 System define fields date format
The user wants the system-defined field's date format as same as the organization format. If not some tag or check box for not in use kind of button to disable. Votes 1
-
PROD-I-824 Bulk editing Answer Types not available for questions of multiple sections
The user requested to have an option for editing answer types for all the questions in the project. They have many sections and it's difficult for them to update as each section. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Nov 14, 2022 Hi Praveen, Thanks for submitting the idea. This is a…
-
PROD-I-825 Content Merge Tags (Qvidian Capability)
Team - In Qvidian, for each Q&A record in their Content Library, there is an ability to generate a unique merge tag, which references that response. When that merge tag is inserted in an Answer to an RFP project, the text of the Q&A pair is inserted in that location upon Export, all fully formatted This capability is used…
-
PROD-I-826 Ability to reverse/undo an Auto Respond with a single click
Team, currently there is no way to reverse/undo an Auto Respond. While we can easily get this done through a combination of options, it involves multiple steps and requires the users to be well versed with the UI especially when the Auto Respond has happened across multiple sections and questions. Suggestion is to have an…
-
PROD-I-827 Identify whether a record has an open comment or not
There is no way to identify whether a record has an open comment or not in the new UI content library, moderation, and review pages unlike in the classic UI where the comment notifications are shown as red (open comments) or green (resolved) depending on its status. Votes 1 Comments for the idea : product-response-mgmt…