General

How can we improve RFP365?

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  1. Procurement Dashboard/Pipeline

    More robust procurement dashboard - not just a listing of in flight RFPs. Would like the ability to load potential future events into the tool and use as a pipeline to plan and manage planned and in flight procurements.

    1 vote
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      0 comments  ·  General  ·  Admin →
    • Back button does not work on for knowledge base

      Within the knowledge base, the back button does not work (at least in google chrome) when you search in the knowledge base and select one question you can not go back and you also can not open in a new tab with Ctrl. This makes it very inefficient when looking up responses.

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        0 comments  ·  General  ·  Admin →
      • Allow for branding/customization of notification emails

        My new users (or non-frequent) users are getting confused by the notification emails saying they have new tasks. There is no indication this is coming from an internal user at our company. They commonly think it is coming from the end client who issued the RFP. So what happens is that they send it to my team thinking we have more question from the RFP.

        The emails should have some indication of who assigned the task and that this is internal to our company and not from an outside entity.

        1 vote
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          0 comments  ·  General  ·  Admin →
        • All Questions within RFP text search

          Do a text search of all questions within an RFP. Users will sometimes want to go back and update an answer, but don't know the question number. You could add it to the filter box.

          2 votes
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            0 comments  ·  General  ·  Admin →
          • Footnote/Annotations

            Being able to footnote and add basic annotations!

            1 vote
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              0 comments  ·  General  ·  Admin →
            • Question/Section Export

              I'd like to be able to export all of the question sections in my library for review outside of system without having to create an RFP.

              2 votes
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                2 comments  ·  General  ·  Admin →

                To be clear, this enhancement request is for our RFP issuing functionality. The Library is under edits to look/act more like the RFP itself. I’m checking on all of the detailed functionality that will be included. But this doesn’t impact RFP responding functionality.

              • Allow for Question Number in Import

                Many RFPs come with their own number system. It would be ideal if we could have an upload field in the import file that would allow us to be able to use these numbers and have a question/item number displayed in RFP365.

                15 votes
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                  0 comments  ·  General  ·  Admin →

                  This is difficult for some technical reasons. Presently we read in the question number with the question, and that presents other challenges as you well know. We believe the new Excel/Word imports should help this, as you can export your responses back into the client’s source doc…and then we don’t alter the question itself.

                • Allow for text formatting in Comments on List question type.

                  Allow for full formatting options (like you have on normal answers) when you are entering comments on a list type question.

                  2 votes
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                    0 comments  ·  General  ·  Admin →
                  • Adding docs and text.

                    When adding docs and text to the same question, if you don't add doc first, your text is wiped out. So to cheat you have to add text and fake doc to get the question answered.

                    2 votes
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                      0 comments  ·  General  ·  Admin →

                      Just to be clear, is this when there is a request for an attached document and there’s a comment box below that? Please let me know so we can accommodate. I think I see where you are going: Not ready to attach the doc, but I want to include a comment as we draft it.

                    • Approver sees wrong or duplicate added docs

                      When I am approving questions I sometimes have to delete a doc that has a. posted to the question multiple times or b. posted to the wrong question.

                      1 vote
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                        0 comments  ·  General  ·  Admin →

                        We researched this case and it was very puzzling but an anomaly. We’ve been trying various browser combos to recreate this and have yet to make this happen ourselves. But we are certainly watching for it.

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