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How can we improve RFP360?

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  1. 1 vote
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      0 comments  ·  General  ·  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 →
                    • 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.

                      2 votes
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                        0 comments  ·  General  ·  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 →
                            • Include internal notes/comments in the KB records themselves

                              Attached to many of the KB records we are importing from our previous system into RFP365 were internal notes and comments, typically a reminder to the writer. For example, to make a small change to a certain part when using for different customers, or to always confirm with Legal or Finance before using a response (there are many other examples as well). Right now, I use a "Span" style and enclose the comments with ***, telling the writer to delete the comment after inserting the response into a project question.

                              2 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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 -

                                • 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.

                                  3 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.

                                    9 votes
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                                      0 comments  ·  Knowledge Management  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Provide Ability to Restore from the Audit Trail

                                      Today, I accidently deleted a section of a proposal this evening and learned there isn't a way to undo such a mistake. This could be absolutely devastating. I see all changes are audited, could a feature be implemented in the audit trail to undo a change? Seems technically possible given all the information is saved.

                                      3 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Automatically log out users after certain amount of days/months

                                        We are finding many users never or rarely log out. For security purposes, would like to see an option of auto log out if someone has been logged in for days or weeks or months, etc.

                                        4 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 1 vote
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                                            0 comments  ·  Knowledge Management  ·  Flag idea as inappropriate…  ·  Admin →
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