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How can we improve RFP365?

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  1. 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.

    20 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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      • Minimal formatting of the Question when responding

        It would be nice to be able to put a <return> and <bullet> and <numbered lists> in the question. We get some large questions and having it bunched up with no returns makes it very difficult to read

        17 votes
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        • 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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          • Bulk edit options for questions

            As the manager of a proposal I want to be able to select multiple questions so that I can perform changes in bulk to the selected questions.
            Changes that should be possible:
            - assignments and dates (workflow)
            - delete questions
            - move to new/other section
            - add/remove tags
            - export to Excel

            14 votes
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            • Advanced KB Editors

              Would like a super-editor for managing KB data. Finding dupes with a high % overlap would nice. Being able to bulk manage. Self export with some easy way to find.

              14 votes
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                We added a Related Questions feature to help find duplicative responses. You can find this when you click into a Knowledge content item. But we’ll keep working on a ‘report’ that would help identify these in bulk.

              • 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.

                • 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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                  • Second Alert for Delinquent Responders

                    I would like to see a way to remind users, again, that they have past due tasks.
                    (As far as I know, right now they only receive one message?)

                    11 votes
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                      When you assign a task, there is an initial notification. If the task isn’t complete the day before due, there is a reminder. We are looking into a button to send a manual reminder, so thanks for the idea.

                    • 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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                        • Add comments fields to sections and questions

                          RFP's usually contain instructions on how to answer or other information relevant when answering.
                          I currently add a question with a dot (".") as the answer and mark it as approved immediately (I sometimes forget to set the Knowledge Base toggle to NO)

                          I would like to be able to add these as comments below the section title and/or as a 'question' that does not need an answer (and is not stored in the knowledge Base).

                          11 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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                            • 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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                              • 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 →
                                • Ability to add custom fields in the RFP details page.

                                  It would be nice to have the ability to add up to 4 custom fields in the RFP settings so that when you create an RFP (responding) you can put in your company's custom information to the Detail tab.

                                  7 votes
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                                    This is part of our placeholder initiative, which includes user-defined fields in the Details page of a proposal. This will allow for variables to be inserted (such as client name or other variables) into placeholder ‘tokens’ identified in KB responses.

                                  • Default Approver

                                    Is there a way to select a default approver for multiple sections at once, rather than having to change it for each section?

                                    7 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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                                      • Add layout to questions

                                        We encounter a lot of questions with layout; When entered into RFP365 these are represented as one (sometimes long) string, which makes them hard to read / interpret.

                                        6 votes
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                                        • Reviewer / Super User Mode - Task Filter Enhancement

                                          I often work as a RFP Proposal Reviewer or Super User. For example, I use Tasks / Filters to review the open issues for other Users and may need to complete their responses. It requires many clicks to do the work.

                                          If I filter on user 'Bob'; click to answer question; return Tasks / Filters - context is lost. I must reset the filter to look for User 'Bob'.

                                          Possible approaches
                                          - allow a right click to spawn the filtered questions in a new browser tab. do work there. close tab. go back to Tasks / Filter tab and repeat

                                          5 votes
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