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How can we improve RFP360?

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  1. 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

    19 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

  3. 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?

    10 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Advanced KB Editors

    Would like a super-editor for managing KB data. Finding dupes with a high % overlap would nice. Being able to bulk manage. Self export with some easy way to find.

    15 votes
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    1 comment  ·  Knowledge Management  ·  Flag idea as inappropriate…  ·  Admin →

    We added a Related Questions feature to help find duplicative responses. You can find this when you click into a Knowledge content item. But we’ll keep working on a ‘report’ that would help identify these in bulk.

  5. 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.

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