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PROD-I-1052 Make 'Nudge' feature available for users in Teams
Considering both 'Nudge' (New UI) and 'Send Remainder' (Classic UI) as the same functionality, users find a discrepancy between the two. In Classic UI, 'Send remainder' option is available for all users including 'Teams' as authors whereas in New UI, 'Nudge' is not available for Teams. Please make the feature available as…
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PROD-I-1053 Include author due date on 'Nudge' email notification
While using 'Send remainder' or 'Nudge' option in Project--->Teams, user is receiving an email notification with only project name and project due date. The email notification message can be better and made more useful. User has requested to include more details like author due date/section due date on this notification.…
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PROD-I-1054 Clarifications Export Type
In the current state, we can only export clarifications out into Excel. I have had multiple clients request being able to export these clarifications out into an export template with their company branding, or just to a word document. Some clients are having to send back clarifications for every RFP, and this would provide…
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PROD-I-1055 Bulk update Estimate or Indicator
The biggest problem of bulk changes or bulk updates is that it is easy at the same time - reviewing the changes is definitely time consuming. The crux of the problem lies in the fact that we may not exactly know how many records are updated. Right now we get an indicator saying 'X' records have been updated, but it may…
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PROD-I-1060 Improvement on Section Template Options in Projects Field
When adding section templates in a project, we would like he below to be considered (advocating for Duke Energy) In the "Add Sections from template" window: * Fixing it so the sort is automatically alphabetical, not determined by creation date * Having the option to sort what order the section templates come in (like the…
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PROD-I-1061 Number of pages counter when exporting to source file
After clients respond and complete their project, when they go to export they want to know how many pages that project will now be. For example, it came is as a 10 page RFP but upon export it's become a 30 page RFP. This could help with possible page limits for our clients if they need to stay under a certain threshold.…
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PROD-I-1062 View of Section Templates and the "My Questions" Toggle
My client Duke Energy is frustrated when they assign out sections and toggle to "My Questions" it doesn't show all sections they are assigned to without hitting the "Expand all" button. This client will only use RFPIO for proactive proposals and narratives, so would be super helpful to have this considered. Please let me…
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PROD-I-1063 Keep tags visible for all questions in a project
My client Prime Therapeutics would like all tags in a project to be visible without having to click on the question. Currently when viewing all questions/sections you can see if a question has a tag but have to click on the individual question to see what the tag is. They would like the tag to always show. Please see…
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PROD-I-1064 Duplicate Report should allow users to manipulate search
logging idea for Sedgwick. this would allow for users to use the Duplicate Report more in a more flexible way, rather than only searching for exact matches. currently, clients put Q&A pairs into moderation just to access this functionality - it should be available directly from the Duplicate Report. Votes 1
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PROD-I-1065 View Answers in Custom Reports - Projects
Currently you can create a custom report in Projects that shows questions but not answers. Prime Therapeutics is requesting the ability to include Answers in custom reports for Projects. Votes 4 Comments for the idea : product-response-mgmt product-response-mgmt Mar 29, 2023 Thank you for the idea, Pablo. We don't allow it…
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PROD-I-1066 Retain a copy of source files when importing content
Client noted today that sometimes the remainder of a lengthy source file can be useful for context even if that content isn't imported as a QA pair, e.g., if there was a project management plan mapped out. As a workaround I recommended uploading the source file into the Document Library with restricted edit privacy and…
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PROD-I-1067 Add qualifying questions prior to downloading a document
MongoDB is looking for the ability to add qualifying questions to documents prior to suers being able to download them. This will help ensure users are not downloading information without confirming they have an NDA signed, for instance. They would also like the ability to input why the file is being downloaded and the…
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PROD-I-1068 Auto Respond Availability by Role
My client Wellsky is interested in being able to turn Auto Respond off for certain roles. They would only like it to be available for admin use. Could we please consider this for future enhancement requests? Votes 1
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PROD-I-1069 2FA must show under Connected Apps only after full set-up
Even if it is not fully configured, 2 factor authentication is displayed on the connected apps under users in user management. Steps to replicate: 1. Go to "Your Account" 2. Click on "User Account Tab" 3. Click on "Generate Secret Key" 4. Abandon setting up the 2FA Expected behaviour: User record shows no connected apps if…
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PROD-I-1070 Recommendation Engine & Assignments
Client Magnet Forensics has requested that when using the "More Options" version of assigning users at the Question Level, that after the assignment is made that the Recommendation Engine reappears. Right now the workflow stays on the Assignment Panel and to get the Recommendation Engine back requires several extra clicks.…
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PROD-I-1072 Documented Updated in CL also updated in Active Projects
client DCM Services is requesting that if a new version of a Document is uploaded to the Content Library, that it is also automatically updating the version if that Document is attached to an Active Project. Votes 10 Comments for the idea : product-response-mgmt product-response-mgmt Mar 5, 2023 Hi Nicole, Thanks for…
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PROD-I-1073 Bulk Apply Comments in Project & Option to Save Them
My customer Infinera voiced this request that they would greatly appreciate a feature that allows them to bulk apply comments across multiple questions/sections in an active project. When multiple questions require similar outreach in a project or a comment would be relevant in the library too, this would enable them to…
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PROD-I-1074 Embed image display the cover image after export
Hi Team, Due to the layout properties, when the embedded image is exported, the names that are displayed do not include the full name. However, the customer has requested for the cover image to be displayed on the export before opening the image. Votes 1
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PROD-I-1075 Project: Import RFP/questionnaire doc from Doc Library
Occasionally an RFP or questionnaire doc is staged in the Doc Library before becoming a project. Prospects sometimes notice that they're able to import a New Project Document from all sources EXCEPT their own Doc Library, requiring them to download and import from local machine. This feels like a feature gap for users even…
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PROD-I-1076 Question Level Due Date - Task View
Can we consider adding question level due dates to the task view for easier visibility? Asking for Wellsky. Currently they have no way to track what was assigned a question level due date - having easier visibility to this would be helpful on project management. Ideally, it would be great if we could add something to the…
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PROD-I-1079 Cell spacing to be recognized while import
The user is anticipating just the details to appear if we import a word document with a table and the cell spacing is the same. Handling cell spacing would make it easier for the user to correctly recognize the data. Votes 2
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PROD-I-1080 Configuration while import to identify checkbox elements
If the "Checkbox configuration" appears anywhere, the tool's ability to locate it and configure it would be extremely helpful to the user. Votes 2
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PROD-I-1082 Reports on unused tags inorder to help the users on the cleaning process
Requirement posted by the client on their own words: Our team would like to review all the Tags created. We can create a tag report but that only displays used tags. We are most interested in cleaning up unused tags. How do we pull a report of those unused tags Votes 2
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PROD-I-1083 Removing answers in review from being used in the CL
Client asked about being able to prevent outdated answers from being used if they have not been reviewed. Would ensure only updated information is available to end users. Votes 1
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PROD-I-1084 CCL insights Vs Classic insights
1-Users wants to know why "Distribution of Keywords by Frequency" is missed on the CCL insights 2- Users claim that they get confused as what the Review graph explains, since they wanted to know how the count is brought here,numbers associated with all contents and wanted a similar description like Activity trends for the…
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PROD-I-1085 Autoresponding an ILPA to add content to the library
Hi team! I have been working with a private equity client (Lexington Partners). They love that we have an auto identify for ILPAs in our system; however, they have noticed that this functionality stops when they try to import an ILPA into the content library. As we continue to dive into the financial services space, are we…
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PROD-I-1086 Show tags, flags, users, and more options when selecting all questions
Allow users to assign tags, flags, users, and any of the options under 'more' button to more than 1 section at a time. Currently, the buttons change to the other screen shot when questions from more than 1 section are selected Votes 2 Comments for the idea : product-response-mgmt product-response-mgmt Mar 6, 2023 Hi Zach,…
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PROD-I-1087 Bulk Update from Project to CL
When editing a project, the client would like the updated answers to bulk updated in the Content Library. For example, there's a question about how many employees the company has. As they grow they want the new answer to overwrite the previous answer, rather than create a completely new Q&A pair Votes 3 Comments for the…
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PROD-I-1088 Ability to "Lock" Project With Final Reviewers
It would be helpful for admins to have the ability to "lock" a project during final review without having to "complete" it. I had two instances (Brakes and Wellsky) where clients suggested this feature - i think it would be helpful! Suggested announcements and messaging team members, but I can see where this would be murky…
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PROD-I-1089 Answer completed date in custom reports
Can we please have a field for reporting on the date a question is marked as answered? Currently in custom reports, we can report on User Task completed, but there isn't a user task type for question level tasks. We also have the ability to report on Question Status but not the date of the question status. I propose we…