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How can we improve RFP360?

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  1. 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.

    9 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.

  2. 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?

    11 votes
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  3. 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.

  4. 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 →
  5. 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 →
  6. 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 →
  7. 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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  8. 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 →
  9. 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 →
  10. 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 →
  11. Footnote/Annotations

    Being able to footnote and add basic annotations!

    1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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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  14. 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 -

  15. 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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  16. 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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  17. 1 vote
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    0 comments  ·  Knowledge Management  ·  Flag idea as inappropriate…  ·  Admin →
  18. Question/Section Export

    I'd like to be able to export all of the question sections in my library for review outside of system without having to create an RFP.

    2 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

    To be clear, this enhancement request is for our RFP issuing functionality. The Library is under edits to look/act more like the RFP itself. I’m checking on all of the detailed functionality that will be included. But this doesn’t impact RFP responding functionality.

  19. 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.

  20. Allow for text formatting in Comments on List question type.

    Allow for full formatting options (like you have on normal answers) when you are entering comments on a list type question.

    2 votes
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