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How can we improve RFP365?

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  1. 2 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.

            1 vote
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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.

              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.

                8 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?

                  2 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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                      0 comments  ·  General  ·  Admin →
                    • 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.

                        15 votes
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                        • 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.

                          13 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.

                          • 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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                            • 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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                              • 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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                                • Download Documents

                                  When the end RFP results are downloaded and separated by vendor, it would be helpful if documents that were uploaded in the RFP were titled with the section and in order.

                                  8 votes
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                                  • Tags included in search for answers to RFP questions

                                    An option to include tags for the terms searched when answers are provided for RFP questions would be very helpful. Often similar questions are asked in RFPs that use differing terminology for the same concept, but tagging the KB items with alternate terms does not assist in finding those answers for later use.

                                    2 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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                                        • 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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