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How can we improve RFP360?

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  1. View responder's PDFs without downloading them (display in browser)

    Currently, people reviewing RFPs have to download a ton of documents if scoring by question. It would make it a lot easier to manage if the respondent's uploads (usually PDFs) could be displayed in the browser without us having to download and open the file.

    6 votes
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    0 comments  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →
  2. See when a section was last updated

    I'd like to be able to see when each section in the library was last updated in the main menu view.

    2 votes
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    0 comments  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →
  3. import

    Ability to import Word tables with multiple response cells that are in different columns but for the same question (like in Excel)

    2 votes
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  4. Add Steps in the RFP Launch process

    Customize or add steps like Intent to participate or NDA Collection

    1 vote
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    0 comments  ·  User Management  ·  Flag idea as inappropriate…  ·  Admin →
  5. Download questions and upload answers

    Allow sections to be downloaded as excel tables and re-uploaded so that no one has to individually click each answer, choose the right drop down and repeat until your finger cramps.

    2 votes
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  6. It would be really helpful if you could sort results in knowledge base by any of the columns shown - would help identify duplicates, etc.

    I would like to be able to sort knowledge content by the columns shown (question and answer sort a-z, oldest-newest, by creator, editor, etc). This would be especially helpful in managing content and identifying unintended duplicates. This would be a good complement to the suggestion someone else made to add a warning for duplicate responses when uploading knowledge.

    2 votes
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    0 comments  ·  Knowledge Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. Accidentally Deleting a Scorer

    Add a safety net for someone accidentally deleting a scorer like "Are you sure you want to do this" so you don't lose that person's score and hours upon hours of work that went into it.

    2 votes
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    0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Delete an entire word without deleting the space before it.

    When typing a response (not from the knowledge base), and I need to delete a full word, the system also deletes the space before that word. So inevitably I don't notice that until I've typed the replacement for the original word and now the two have run together. Just takes extra editing time for no apparent reason.

    1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  9. Undelete a Section

    Ability to restore a section that was unintentionally deleted

    3 votes
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  10. Customized Scoring View

    I would like to be able to have a view of only items I'm assigned to score.

    1 vote
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  11. 2 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    9 votes
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  13. 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.

    9 votes
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    0 comments  ·  Knowledge Management  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    4 votes
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  15. 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.

    10 votes
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    0 comments  ·  Knowledge Management  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    18 votes
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    planned  ·  1 comment  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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

    20 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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

    6 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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

    18 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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?)

    12 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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