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  1. Import multiple files into a single proposal

    I have a single RFP proposal that includes a Word and an Excel doc. After importing the first file and setting the sections and questions, there's no way to import additional docs and append them to an existing proposal.

    3 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  2. For completing a Proposal, we would like to enable Multiple Rounds of approval on the Responses.

    When an answer is written or inserted from the Knowledge Base, then marked as complete we want multiple rounds of reviews, for example:
    1) checking for technical accuracy
    2) adding value positioning
    3) final polish and grammar

    2 votes
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    under review  ·  0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

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

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

    4 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    3 votes
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    0 comments  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    3 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add Steps in the RFP Launch process

    Customize or add steps like Intent to participate or NDA Collection

    1 vote
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  8. 2 votes
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    under review  ·  0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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!

    2 votes
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  10. 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).

    12 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    You can currently make comments at the Question level. In a future release these comments will be more noticeable, as we agree they are kind of buried.

  11. 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.

    5 votes
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  12. 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 →
  13. 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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    0 comments  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →

    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 -

  14. 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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    0 comments  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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  ·  Flag idea as inappropriate…  ·  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.

  16. 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  ·  Flag idea as inappropriate…  ·  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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