General

How can we improve RFP360?

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  1. 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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      0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
    • 1 vote
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        0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
      • 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.

        3 votes
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          0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
        • 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.

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

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

                  8 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.

                  • 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?

                    8 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • When a negotiation has been opened and the vendor responds, do not hide the negotiation indicator, just change the color.

                      Please do not hide the negotiation indicator when the vendor responds, simply change the color and allow the scorer to close the negotiation. When issuing many negotiations, it is difficult to know which questions have been negotiated and to re-score.

                      1 vote
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                        0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                      • Undelete a Section

                        Ability to restore a section that was unintentionally deleted

                        1 vote
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                          0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                        • To see todo items in red

                          On a side panel highlight in red number of items which still needs to be completed. For example: 1.1 Legal Questions [Red]2[Red]/8

                          1 vote
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                            0 comments  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →
                          • Procurement Dashboard/Pipeline

                            More robust procurement dashboard - not just a listing of in flight RFPs. Would like the ability to load potential future events into the tool and use as a pipeline to plan and manage planned and in flight procurements.

                            1 vote
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                              0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                            • add rows to a table

                              I added a table and see in your help information that "Once you have built your table, click on the cells to add more rows or columns, create a header, merge cells, add borders and background colors, and more." But you don't provide information on how to do that. I tried to select a cell and use the popup box with formatting tools but nothing happens. Please provide specific instructions on how to do this. Thanks!

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow for branding/customization of notification emails

                                My new users (or non-frequent) users are getting confused by the notification emails saying they have new tasks. There is no indication this is coming from an internal user at our company. They commonly think it is coming from the end client who issued the RFP. So what happens is that they send it to my team thinking we have more question from the RFP.

                                The emails should have some indication of who assigned the task and that this is internal to our company and not from an outside entity.

                                1 vote
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                                  0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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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                                    0 comments  ·  Knowledge Management  ·  Flag idea as inappropriate…  ·  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.

                                    2 votes
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                                      0 comments  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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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                                        0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Footnote/Annotations

                                        Being able to footnote and add basic annotations!

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

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