General

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 →
    • 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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      • 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 →
        • 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 →
            • 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.

              1 vote
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              • John embery

                John embery

                0 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.

                  1 vote
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                    0 comments  ·  General  ·  Admin →
                  • 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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                    • 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.

                      1 vote
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                      • 5 votes
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                        • 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.

                          2 votes
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                          • 1 vote
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                            • 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.

                              4 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.

                                2 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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                                  • 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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                                    • 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.

                                      1 vote
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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 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 →
                                        • 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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