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
Currently questions can be of one level, however most RFP's contain nested questions:
- Q1, Q1.1, Q1.1a, Q1.1b, Q1.2, ....
- Q1, if Yes, then (= Q1a), ....
It would be great if that structure could be replicated in RFP365.14 votes
This was released on April 15, 2017.
I can set a tag in a Proposal, but all new content inherits that tag. I want to be able to set a tag for a specific response in the Proposal. So when it is approved and written to the Knowledge Base, it'll have that tag associated with it.14 votes
This was released on April 15, 2017.
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
Dave has started an enhancement request internally (CS-78) to capture a rejected reason with a pop-up modal when a response is rejected by the approver.
Create a way to filter for Knowledge Base articles that do not have any tags.11 votes
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
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.
I'd like to be able to export my Knowledge Base myself, instead of contacting support.10 votes
This new functionality is out and ready. Please email me (Dave) if you have any issues.
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
When working on a long bid response, the Ask an Expert feature is helpful. But there's not (unless I'm missing something) an easy way to see in a bid which questions have received responses (or for that matter open requests). Some indicator would be helpful.6 votes
The Proposal Dashboard should be tracking the Expert notifications also. I just saw one for myself out there. This was out in late 2016, so sorry for not notifying you sooner.
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
This is good to go now. Capitalization shouldn’t matter when filtering now.
Currently have to check “I’m complete” for each question to change the status to "pending approval"; it would be helpful to be able to change the status for multiple questions in bulk. Also would be helpful to change the response due date for multiple sections.5 votes
We added a bulk ‘complete’ button at the bottom of the page. Basically this will promote a task to the next stage only if you own that task. So in most cases, this’ll work for writers and approvers looking to handle tasks in bulk. Feel free to send me your feedback on this. We are using internally also.
It would be unbelievably helpful to be able to tag questions as we go through an RFP.4 votes
This is a duplicate of another idea and this is in production as of earlier in 2017. Sorry I missed the notification here.
Have the alert messages contain URI links to the open task. Allow users to set SPAM limits in tool. Tool limits SPAM to five messages per hour.4 votes
We’ve been working on the deliver-ability of messages by working with the email sending provider. These changes, combined with white-listing on the receiver side should help greatly.
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
A frozen pane of the Vendor Names to better allow for your scrolling down into long sections.
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
How do I move bulk upload questions from one section of a response to another?3 votes
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:
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:
Cheers! – JC
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
At the bottom of the filter is what you will check. “Exclude search results from this proposal.”
There is limited text and document formatting options I believe, so when a document is exported to Word there is too much additional work required to make the document look good according to our corporate style. Wasted time I'm afraid.3 votes
The Word API is somewhat limiting, but the use of customized Word templates can help with the heaving listing.
My Tasklist provides all the tasks, which can be a lot....
Filtering is possible, but the selection is lost when you select a question and start answering it.
This could be improved by functionality to save filters e.g. in a "My filters" drop-down box which is always accessible.3 votes
A couple of days ago, we pushed out a two-prong enhancement that should help here. There is now a filter in the Proposal, so you can filter down to your tasks, or tasks of a specific status. You can also see the individual section progress, through a slim green bar that advances across each Section name on the left. This has been very popular, from initial feedback. Thanks for the idea.
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 creating proposals.
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
The Excel import is live now wherein you can upload multiple columns from Excel. This allows for drop-down responses and text comments.
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