-
PROD-I-960 Ability to import password protected file
Client would like to have the ability to import files which has the password protected. to avoid reaching out to their issuer asking for password. Votes 1
-
PROD-I-961 Having Better Redline Capabilities
StrategyGen responses to mostly government RFP's for the education space. They decided not to go with RFPIO because of 3 reasons. They would very much be interested if we can do these things: * Be able to see the entire response within a system * Select certain lines of text to "Redline" and make a change * The system will…
-
PROD-I-962 Comments to authors requires extra clicks (should not be collapsed by default)
Beeline notes that it now requires extra clicks to leave a comment for an author. (call snippet (https://us-39424.app.gong.io/e/c-share/?tkn=15afw2d0mispm19nv04jy39puu) where we discussed). They would like to see this expanded by default. They would also like to see 'track message as comments' selected by default. Votes 1…
-
PROD-I-963 Integration with Monday.com
We have had several prospects over the years request an integration with Monday.com for RFPIO to weave into their existing project management functions they manage in the Monday platform. Votes 1
-
PROD-I-964 Ability to remove Colon from the Response Prefix
Client Election Systems & Software would like the ability to export with a Response Prefix without the colon. This matches their brand's deisgn and will make it easier/faster for the client to finalize their exports. Votes 1
-
PROD-I-965 Ability to add Image Captions
Client Election Systems & Software would like the ability to add image captions directly into RFPIO (similar to how she uses text boxes in word to better align the caption with the image). For now she is using the workaround to save & upload the image with the caption included, but she would prefer to be able to caption…
-
PROD-I-966 Ability to link a comment with existing Discussion Thread
Election Systems & Software would like the ability to add a new Discussion Thread from the Discussion Tab, then link that Discussion Thread to a comment that they add to a question. They would like the ability to add specific comments under specific Discussion Threads. (when a new Discussion Thread is created it…
-
PROD-I-967 Custom Report - Enhanced Tracking of Projects
My customer Apex Fintech Solutions is seeking to build dashboards with reports that allow them to better track how they've assigned their SME(author/reviewer) resources over time, how long sections/questions are staying with authors, or reviewers, before being completed and moving to the next step. The particular ask is to…
-
PROD-I-968 Enhanced De-duplication for multiple response headers
Client Intellum has content that often includes multiple responses for one question. At this time it is difficult to de-duplicate secondary responses on a Q&A pair, as the de-duplicate report is looking for only the main response. Being able to filter by Response Header and then de-duplicate would make it easier to…
-
PROD-I-969 Formatting Word document when q/a export from Content Library
This suggestion comes to use from Insung Kim of T. Rowe Price: When you export multiple Q&A pairs into a Word document, the question line comes up first followed by a table that contains metadata selected during the process, then finally a response. As there is no formatting difference between Q and A and they are all in…
-
PROD-I-970 Ability to see the whole tag list instead of selecting the more option.
We have received a request from Atlassian's on able to see the whole tag list instead of selecting the more option. Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Jan 19, 2023 Hi Tarun This will be addressed as a part of card view changes which is currently under development. Will keep you…
-
PROD-I-971 Organize Imported files in a project
When importing multiple files into a project, the order of project sections is based on import sequence. Client needs ability of re-organizing them after import An example is Parkland project, They have first imported Addendum A and Addendum B in sequence. In project section view, they are in such an order. If we were to…
-
PROD-I-972 My work page clarity
Hello Team, I received this request from one of my new customer 'Trustwave', and this is critical for them. This is specifically a problem for the senior members of their organization so they need some sort of resolution quickly. They would like to have a clear indication of what questions (to be either answered or…
-
PROD-I-973 Custom Reports show percentage
Custom reports don't show percentage like our standard reports do. In the Executive dashboard, Answer Library Usage shows percentage of answer library usage in addition to numbers. Micro Focus would like the same ability in custom reports. Right now, custom reports just shows numbers. Votes 2 Comments for the idea : Mattie…
-
PROD-I-974 Edit question in import configuration
When importing a question into the content library from an old project, clients have found that the original question isn't phrased in a perfect way. They are looking for a way to edit the text within the question at the configuration level to avoid having to find the question post import for editing. Votes 1
-
PROD-I-975 Changes required in sequential review workflow
Hello Team, I'm submitting this request on behalf of my customer 'Trustwave'. Their legacy system was Loopio. They had a workflow where the second reviewer would not see the assigned answers until the first reviewer completed the review in a sequential review process. In RFPIO, In the attached example, they have 2…
-
PROD-I-976 Tracking User Tasks for the AL in Custom Reports
When building a report for the projects module in custom reports, we can also add users and user tasks as modules. When building a report for answer library, we can only add users, but not user tasks. A lot of reporting has to be done via the activities log isntead, which isn't helpful. It would be nice if we could pull…
-
PROD-I-977 User role permission to edit the properties when uploads the documents
It looks like when a user who is not an admin uploads a document, they don't have the opportunity to edit the properties at all. The document doesn't go into moderation, so no administrators have the chance to review the document and add those missing properties. Document upload should then either go to moderation, like a…
-
PROD-I-978 Add Answer field to Custom Reports
Hi Team, This request is from Fiserv's Nicole Mari Ma-Amo. They'd like for us to add Answer field in Custom Reports. According to her - "One of the reason we are utilizing the Custom reporting is because of its scheduling feature. This is not possible when you export from the content library which is a huge downside for…
-
PROD-I-979 Sequential review process in Content Library
Client expressed an active interest in the ability to assign sequential reviews for Q&A pairs in the Content Library. Votes 1
-
PROD-I-980 Add UK spelling to metadata language list
Client with a global presence would like to be able to distinguish between Q&A pairs that have US spelling and UK spelling via the language list in Metadata in the Answer Editor vs needing to use a tag or collection to group them. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Feb 7, 2023 Hi…
-
PROD-I-981 Ability to report on Hours Spent
Use Case: Clients want the ability to look back at projects from a quarter, year...etc. to get an idea on how many hours were spent on each project and collect an average to see where they stand with industry standards and/or begin to establish their own benchmark for different types of proposals. Hours Spent is calculated…
-
PROD-I-982 Ability to build custom reports with numerical values
I have a customer interested in getting a report of how many activities they've done over a particular period of time (see file attached). In the activities view in Org settings we can pull data like this, but then the user must sort by activity type and add up the quantity of each activity themselves. In Custom Reporting,…
-
PROD-I-983 Increase number of preset styles and style customization options
In the answer editor, clients can apply preset styles or customize a new style for their responses, plus bulk update the formatting to some or all of their content. It would be valuable for clients if more preset styles were available and/or there were more customization options in creating a new style. In my testing I was…
-
PROD-I-984 Offer option to save files attached to QA pairs to document library
When training clients on attaching local files to QA pairs, many have asked if this makes the file a part of the document library and are often disappointed to know this is not an option. May be valuable to provide this option as part of the process. Votes 1 Comments for the idea : product-response-mgmt…
-
PROD-I-985 Notifications for a team going to specific slack channel
Gemini has asked if we have would consider allowing notifications to be pushed to a slack group when assigning a team to answer specific questions in a project. For example, if they build a team in RFPIO for their security team, then assign questions to said team, they'd like to see a slack notification sent to their…
-
PROD-I-986 Copy paste list of team members
This is a request from Blue cross blue shield Michigan. copy the list of team members in the new experience. Votes 1 Comments for the idea : product-response-mgmt product-response-mgmt Jan 27, 2023 Hi Tarun, We removed it in the new experience. We will prioritize if we receive similar feedbacks in future. Thanks, Deepan M
-
PROD-I-988 Include phrases and special characters in related words
My customer Vizient is running into some issues with related words. They have the related word set below with a term that includes the ampersand (see attached image). My understanding is that they can not search on a related word with an ampersand since our search tool doesn't include symbols. I believe you also can not…
-
PROD-I-989 Missing activity indicator: spacing changes
In activities, where edits are tracked, if a word is removed we see it highlighted in red. And if it's new, it's highlighted in green. If the formating has changed to a line of text, we see it with a sawed underlined. However, if the change was to spacing between lines or paragraphs, there's not visual indicator like those…
-
PROD-I-990 Search by question number in a project
GE works on very large RFPs. To find something in the project, they often need to search by the question number but we don't currently offer that functionality. Is this something we could consider as an enhancement? Votes 3 Comments for the idea : product-response-mgmt product-response-mgmt Jan 30, 2023 Hi Tara, We will do…