General

How can we improve RFP365?

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  1. Provide more Advanced Search options

    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".

    18 votes
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    • 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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        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.

      • Provide reason for rejection

        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.

        11 votes
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        • 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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          • 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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            • 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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              • Link outputs

                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.

                3 votes
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                • 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  ·  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  ·  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.

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