General

How can we improve RFP365?

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  1. To see todo items in red

    On a side panel highlight in red number of items which still needs to be completed. For example: 1.1 Legal Questions [Red]2[Red]/8

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    • 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 →
      • add rows to a table

        I added a table and see in your help information that "Once you have built your table, click on the cells to add more rows or columns, create a header, merge cells, add borders and background colors, and more." But you don't provide information on how to do that. I tried to select a cell and use the popup box with formatting tools but nothing happens. Please provide specific instructions on how to do this. Thanks!

        1 vote
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        • 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 →
            • Have the option of filtering knowledgebase searches.

              It would be nice to be able to filter knowledgebase searches based on question or responses only. i.e. if I am doing a keyword search for "readmission rates," it would be helpful if there was an option to select "question only," so that the system only searches for the key words within questions.

              1 vote
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              • Limit words or characters in vendor responses.

                Often we get excessively wordy answers from our vendors, when half (or less) would suffice. It would be very helpful to be able to limit the number of words or characters allowed within answers.

                2 votes
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                • 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 →
                  • Fix where the task list goes!

                    Fix the fact that when you hit a question on the task list, the page that it brings up shows the Workflow for the entire section instead for just that question. We've had users accidentally re-assign sections because of that (a real pain!) and even when trained on this, it's an easy mistake to make. Please fix!

                    1 vote
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                    • Footnote/Annotations

                      Being able to footnote and add basic annotations!

                      1 vote
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                        0 comments  ·  General  ·  Admin →
                      • Create single KB entries with multiple valid versions.

                        We often create and manage variations of the same response, tuned for different verticals, industries, or product lines - fundamentally the same answer, but with different details and, esp, tags. It would be nice to be able to collect and version these hierarchically - like the merge suggestion, but they're not duplicates so much as alternate versions of the same questions and answers.

                        6 votes
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                        • Include internal notes/comments in the KB records themselves

                          Attached to many of the KB records we are importing from our previous system into RFP365 were internal notes and comments, typically a reminder to the writer. For example, to make a small change to a certain part when using for different customers, or to always confirm with Legal or Finance before using a response (there are many other examples as well). Right now, I use a "Span" style and enclose the comments with ***, telling the writer to delete the comment after inserting the response into a project question.

                          2 votes
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                          • Adjust Scoring buttons to more accurately reflect the intended click

                            When scoring, if you click in the middle of the icon for any number, it selects the lower number. You have to click to the right of center to get it to select the intended number. This wastes a lot of time. Any click in the number icon should result in that number being selected.

                            1 vote
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                              Hi there Jim!

                              Apologies on the delayed response. It seems like the Scoring buttons are working as intended. It looks that if you end up clicking in-between the scores the closer you are to either side left or right of the 50/50 split in-between.

                              For example between 2 & 3:
                              - 2.5 & lower will go to 2, and
                              - Higher will go to 3

                              Let us know if we are missing anything and please continue to let us know what we can do to improve your experience.

                              Cheers!
                              - JC -

                            • Automatically flag entries for duplicates when adding new entries to the Knowledge Base.

                              When doing a bulk upload of content to the Knowledge Base, it would be very helpful if the system automatically scanned and flagged possible duplicate entries before they are inputted into the Knowledge Base.

                              3 votes
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                              • Have a unique identifier for each Knowledge Base entry for traceability

                                We would like to have each individual entry to have a unique ID that is assigned upon entry creation so that we can work with the library more efficiently. As our library has grown exponentially, we are finding it impossible to track back to the content in an order to clean up duplicates or work with the content in a meaningful way.

                                9 votes
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                                • Provide Ability to Restore from the Audit Trail

                                  Today, I accidently deleted a section of a proposal this evening and learned there isn't a way to undo such a mistake. This could be absolutely devastating. I see all changes are audited, could a feature be implemented in the audit trail to undo a change? Seems technically possible given all the information is saved.

                                  3 votes
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                                  • Automatically log out users after certain amount of days/months

                                    We are finding many users never or rarely log out. For security purposes, would like to see an option of auto log out if someone has been logged in for days or weeks or months, etc.

                                    4 votes
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                                    • 1 vote
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                                      • 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.

                                        • Question and Answer Formatting needs to be made available.

                                          When typing in a question, sometimes the format layout is on 2 lines for a reason. RFP 365 currently does not save or recognize a question layout, and this would be helpful.
                                          When providing an answer, if the answer has been copied and pasted (with bullets AND sub-bullets) the sub-bullet formatting doesn't save properly.

                                          16 votes
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