General

How can we improve RFP365?

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  1. 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.

    15 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.

    • 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

      16 votes
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      • 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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        • 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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            • 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.

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