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How can we improve RFP360?

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  1. 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.

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

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

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

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

                                    3 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.

                                      5 votes
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                                        0 comments  ·  General  ·  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 -

                                        • 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 →
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