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".

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.

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.

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.

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

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.

I'd like to be able to export my Knowledge Base myself, instead of contacting support.

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

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.

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!

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.

It would be unbelievably helpful to be able to tag questions as we go through an RFP.

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.

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?

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.

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

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.

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.

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.