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How can we improve RFP365?

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  1. "Ask an Expert" email should link to the question where the response is required.

    Clicking the "Provide your Feedback" text in the "Ask an Expert" email opened the RFP365 home page. There is no way to determine which RFP the question came from, as I hade several open at the time. I feel the link should have taken me to the location in the RFP, or at least noted which RFP the question was from.

    1 vote
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      0 comments  ·  General  ·  Admin →

      Hi Larry,

      We wanted to inform you that we recently made some updates to the “Ask an Expert” feature in RFP365.

      Here are some of those updates:

      1 – The email to the Expert will now show how many questions an expert has been asked in addition to a the name of the RFP/Proposal at the top.

      2 – Additionally, once you as an Expert are on the Ask an Expert response page (which is now consolidated for multiple questions to a single Proposal) you should have a clearer view of:
      - Company Account,
      - Proposal Name,
      - Question(s),
      - Notes from the Sender,
      - The Deadline for the Response, and
      - The ability to come back to this page and submit an individual response or multiple depending on what you prefer to answer.

      3 – After the Expert has submitted their response(s) the original Asker gets the email…

    • Fix bulleted lists.

      When I insert a second list further down in an answer, it also adds extra bullets in the lists I made earlier in the same answer. So I have to go back and delete all the extra lines again and again.

      1 vote
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        0 comments  ·  General  ·  Admin →

        Hi there jboruff!

        These extra lines should now be cleaned-up without adding any extra bullets. Thank you for passing along this odd occurrence in the system. Please let us know if you find any other items that we need to see if we can clean-up.

        Cheers!
        - JC -

      • Export responses in a unique Word Style that's anything but the "Normal" Style when exporting back into the original RFP

        The original text in most Word RFPs is formatted using the built-in Styles in Word, and in most cases all the original text (including headings) has the "Normal" style applied. When we export our response back into the original RFP template, our answers also have the "Normal" style applied, meaning we have to manually select all of our responses in order to format them. Is it possible to assign a different Word Style to responses when exporting back into the origina RFP? That is, any unique style, call it "RFP365 Response" or whatever, just so we can then modify that…

        1 vote
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        • 5 votes
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          • Freeze top row/1st column when adding or reviewing information

            Currently when you have multiple rows and/or columns on a screen and have to scroll right or down, the top row and/or 1st column do not stay visible making adding scorers and scoring multiple vendors by section extremely difficult. Is there a way to freeze those responses in place to accomplish scoring in the system more effectively?

            3 votes
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            • Exclude Tags option

              I would like the option to be able to exclude answers with a a certain TAG when searching much like we can include tags.

              8 votes
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                1 comment  ·  General  ·  Admin →
              • Filter Knowledge Base with No Tags

                Create a way to filter for Knowledge Base articles that do not have any tags.

                11 votes
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                • Provide reason for rejection

                  It would be nice if you had a field where the approver could provide feedback to why they rejected the writer's answer. For example, the writer didn't really answer the question, the answer needs more information or detail, to much detail yes or no will suffice, etc.

                  11 votes
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                  • Revoke Question for Approval

                    Provide a method to revoke a question that the writer has set as pending approval. Many time users might submit too early and realize they want to make a change. In the current format they have to go ask the approver to reject it. This would speed up the process.

                    10 votes
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                      0 comments  ·  General  ·  Admin →

                      Now writers who were assigned to a question can edit their response even after they marked that they are finished. This only impacts Contributors, who prior to this were restricted from further edits. Managers/Admins can edit anything.

                    • Link outputs

                      When downloading vendor responses that include links, all the links were cut off and I had to go into RFP365 to find the actual link.

                      3 votes
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                      • "Show entries" should retain the selected number from search to search.

                        If the user selects a different number of "Show entries:" for search results, that number should be retained from search to search. Currently the "Show entries" resets to "25" after each search.

                        7 votes
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                        • Scroll to top after a new search

                          When a new search is entered, the page should scroll to the top of the page. A new search currently leaves the page position unchanged, which could be in the middle of the new search results.

                          5 votes
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                          • Moving Questions Between Sections

                            How do I move bulk upload questions from one section of a response to another?

                            3 votes
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                              To the supporters of this suggestion.

                              We are going through and cleaning up any loose Feedback items. In case you missed it! We do now have the ability now to move a question to another question and have had the ability to move within the active section with a drag-and-drop feature. Below are links to these options:

                              http://help.rfp365.com/knowledgebase/articles/1159801-can-i-move-questions-to-another-section

                              And in-case you were unaware of this drag-drop feature on questions… here is another link. Excuse the fact that this these screenshots are from the Issuer side but the functionality is the same on both sides this moving feature:

                              http://help.rfp365.com/knowledgebase/articles/1803670-can-i-move-around-questions-within-my-rfp-while-i

                              Cheers! – JC

                            • Merge duplicate and/or similar knowledge base entries

                              Would like to merge knowledge base entries, especially ones that are similar. With merging, usage count would be accurate.
                              If delete duplicate entries, l"times used" will not be complete.

                              24 votes
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                              • Copy and Paste answers in an RFP to another RFP

                                Ability to search responses and copy/paste those from one RFP to another.

                                1 vote
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                                  This is core functionality. When you click on a Question you should see the search results on the right-hand side of your screen. That panel has multiple tabs, so look for the search results and you’ll see relevant past responses.

                                • Set 'Exclude' Filters by Proposal, not by Question

                                  Currently, if I want to reuse an answer from earlier in a proposal, I must turn off the 'exclude search results form this proposal' setting manually for each question. This is disruptive for my longer RFPs, which may have over 300 questions and many repetitive sections requiring the same content.

                                  It'd be much more streamlined and useful to be able to turn the 'exclude' settings on or off for a full proposal. This would allow me to use the setting for smaller proposals, but not have to turn it off over and over again on my longer ones.

                                  3 votes
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                                  • Provide more Advanced Search options

                                    When I search the KB, it provides too many results. I need refined results to better manage the KB. For example, if I enter [reference], it provides results that include Refer, Cross Reference, and so on.
                                    What I need is the ability to enter ["Reference" -cross] to eliminate responses that do not have the exact match for the word Reference (i.e. no Refer) as well as responses that include the word "cross".

                                    18 votes
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                                    • Identify changes to responses from the Knowledge Base

                                      As an approver of responses, I want to easily see if a writer created a response from scratch, used a response directly from the Knowledge Base, or started from a Knowledge Base response and then made changes.

                                      Ideally, I should be able to filter the responses I am approving to "new" "modified" or "re-used" and to auto (or bulk) approve the "re-used" responses so as to focus my approval efforts on the "modified" and "new" responses. This would dramatically reduce my review/approval time.

                                      13 votes
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                                      • Response Status field (Compliant/Not Compliant etc)

                                        Provide a question "status tag" separate from current tags. Many RFP responses require not just a text response but some sort of status field like Yes/No, Fully Compliant/Partially Compliant/Not compliant etc. Whilst these could be included using Tags there is significant work involved in editing out the information after an export - especially if other tags are used too. A customizable list per RFP (and possibly per section) is required which can be selected from a dropdown and will then be exported as a separate column/field would significantly ease RFP generation - something similar to the drop downs included when…

                                        2 votes
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                                          0 comments  ·  General  ·  Admin →
                                        • Tags should not be case sensitive

                                          The tag search should not be case sensitive. It's difficult to determine if users will use proper case or not and it's very limiting that the search does not acknowledge a word if it's not used with the exact case it was created with. For example, if the tag is the word "Example" and I went to search "example" it would not come up as a tag because I did not use a capital "E." Wish this could be changed!

                                          5 votes
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