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How can we improve RFP365?

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  1. add rows to a table

    I added a table and see in your help information that "Once you have built your table, click on the cells to add more rows or columns, create a header, merge cells, add borders and background colors, and more." But you don't provide information on how to do that. I tried to select a cell and use the popup box with formatting tools but nothing happens. Please provide specific instructions on how to do this. Thanks!

    1 vote
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      0 comments  ·  Flag idea as inappropriate…  ·  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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        0 comments  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →

        Hi there Jim!

        Apologies on the delayed response. It seems like the Scoring buttons are working as intended. It looks that if you end up clicking in-between the scores the closer you are to either side left or right of the 50/50 split in-between.

        For example between 2 & 3:
        - 2.5 & lower will go to 2, and
        - Higher will go to 3

        Let us know if we are missing anything and please continue to let us know what we can do to improve your experience.

        Cheers!
        - JC -

      • 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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          0 comments  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →
        • Adding docs and text.

          When adding docs and text to the same question, if you don't add doc first, your text is wiped out. So to cheat you have to add text and fake doc to get the question answered.

          2 votes
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            0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

            Just to be clear, is this when there is a request for an attached document and there’s a comment box below that? Please let me know so we can accommodate. I think I see where you are going: Not ready to attach the doc, but I want to include a comment as we draft it.

          • Approver sees wrong or duplicate added docs

            When I am approving questions I sometimes have to delete a doc that has a. posted to the question multiple times or b. posted to the wrong question.

            1 vote
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              0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

              We researched this case and it was very puzzling but an anomaly. We’ve been trying various browser combos to recreate this and have yet to make this happen ourselves. But we are certainly watching for it.

            • Ability to type in page number in Knowledge base

              When I'm editing responses in the Knowledge base, I don't like that it goes back to page 1 once I hit save. If I'm editing on page 30, after I save my edits, it should save and remain on the same page. It would be helpful to have a place where you can type in the page number you want to jump to. Otherwise you have to click all the way back to page 30.

              3 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 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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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 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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                    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

                    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.

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