General

How can we improve RFP365?

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  1. 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.

    16 votes
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      planned  ·  1 comment  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →
    • 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  ·  Flag idea as inappropriate…  ·  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.

      • Allow for text formatting in Comments on List question type.

        Allow for full formatting options (like you have on normal answers) when you are entering comments on a list type question.

        2 votes
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          0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
        • 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 →
          • Tags included in search for answers to RFP questions

            An option to include tags for the terms searched when answers are provided for RFP questions would be very helpful. Often similar questions are asked in RFPs that use differing terminology for the same concept, but tagging the KB items with alternate terms does not assist in finding those answers for later use.

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

              17 votes
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                3 comments  ·  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.

                  • 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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                      3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Ability to lock questions during answering or completion

                      We have respondents changing the questions by accident. They are typing in the question box instead of the answers. Would be nice to lock editing of questions while the RFP is being responded to/filled out

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

                        I’ll look into your users. Your Contributors are unable to edit the question, but your higher-level users can modify them. But we can look into these permissions.

                      • 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 →
                          • 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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                              2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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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                                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.

                                • 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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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                    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.

                                  • Increase characters in timeline box.

                                    The timeline box needs to hold more characters. There is always a timeline section in RFP's (usually in a table format), but it doesn't ever fit.

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Expanded Reporting of Progress

                                      Would like to see a drill down report of the progress, for instance the ability to export or show number of questions in each category (not started, completed, in progress).
                                      Right now, there isn't a good way to share this information to show a manager the current status other than just %

                                      4 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 5 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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