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How can we improve RFP365?

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  1. Have the option of filtering knowledgebase searches.

    It would be nice to be able to filter knowledgebase searches based on question or responses only. i.e. if I am doing a keyword search for "readmission rates," it would be helpful if there was an option to select "question only," so that the system only searches for the key words within questions.

    1 vote
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    • Fix where the task list goes!

      Fix the fact that when you hit a question on the task list, the page that it brings up shows the Workflow for the entire section instead for just that question. We've had users accidentally re-assign sections because of that (a real pain!) and even when trained on this, it's an easy mistake to make. Please fix!

      1 vote
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      • Footnote/Annotations

        Being able to footnote and add basic annotations!

        1 vote
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          0 comments  ·  General  ·  Admin →
        • Limit words or characters in vendor responses.

          Often we get excessively wordy answers from our vendors, when half (or less) would suffice. It would be very helpful to be able to limit the number of words or characters allowed within answers.

          1 vote
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          • All Questions within RFP text search

            Do a text search of all questions within an RFP. Users will sometimes want to go back and update an answer, but don't know the question number. You could add it to the filter box.

            1 vote
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              0 comments  ·  General  ·  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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                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 -

              • Create single KB entries with multiple valid versions.

                We often create and manage variations of the same response, tuned for different verticals, industries, or product lines - fundamentally the same answer, but with different details and, esp, tags. It would be nice to be able to collect and version these hierarchically - like the merge suggestion, but they're not duplicates so much as alternate versions of the same questions and answers.

                4 votes
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                • Include internal notes/comments in the KB records themselves

                  Attached to many of the KB records we are importing from our previous system into RFP365 were internal notes and comments, typically a reminder to the writer. For example, to make a small change to a certain part when using for different customers, or to always confirm with Legal or Finance before using a response (there are many other examples as well). Right now, I use a "Span" style and enclose the comments with ***, telling the writer to delete the comment after inserting the response into a project question.

                  1 vote
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                  • Have a unique identifier for each Knowledge Base entry for traceability

                    We would like to have each individual entry to have a unique ID that is assigned upon entry creation so that we can work with the library more efficiently. As our library has grown exponentially, we are finding it impossible to track back to the content in an order to clean up duplicates or work with the content in a meaningful way.

                    9 votes
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                    • Automatically flag entries for duplicates when adding new entries to the Knowledge Base.

                      When doing a bulk upload of content to the Knowledge Base, it would be very helpful if the system automatically scanned and flagged possible duplicate entries before they are inputted into the Knowledge Base.

                      2 votes
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                      • Provide Ability to Restore from the Audit Trail

                        Today, I accidently deleted a section of a proposal this evening and learned there isn't a way to undo such a mistake. This could be absolutely devastating. I see all changes are audited, could a feature be implemented in the audit trail to undo a change? Seems technically possible given all the information is saved.

                        2 votes
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                        • Automatically log out users after certain amount of days/months

                          We are finding many users never or rarely log out. For security purposes, would like to see an option of auto log out if someone has been logged in for days or weeks or months, etc.

                          4 votes
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                          • 1 vote
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                            • Question/Section Export

                              I'd like to be able to export all of the question sections in my library for review outside of system without having to create an RFP.

                              1 vote
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                                2 comments  ·  General  ·  Admin →

                                To be clear, this enhancement request is for our RFP issuing functionality. The Library is under edits to look/act more like the RFP itself. I’m checking on all of the detailed functionality that will be included. But this doesn’t impact RFP responding functionality.

                              • 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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                                • 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.

                                  • 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  ·  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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                                      • Scroll to top after a new search

                                        When a new search is entered, the page should scroll to the top of the page. A new search currently leaves the page position unchanged, which could be in the middle of the new search results.

                                        5 votes
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                                          Wayne and other Supporters,

                                          I personally apologize for the delayed response on this. You know what, that’s a really great point. We have created a ticket to see if there is first any technical reason why we would not be able to… but I believe this could be worked into one of our upcoming sprints to be released within the next two months. Stay tuned to that!

                                          Additionally, please continue to let us know of your suggestions to make RFP365 even better for your day-to-day RFP/Proposal needs.

                                          Cheers!
                                          - JC -

                                        • 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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