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How can we improve RFP360?

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  1. 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 →
        • 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 -

              • 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 →
                    • 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.

                      • Question and Answer Formatting needs to be made available.

                        When typing in a question, sometimes the format layout is on 2 lines for a reason. RFP 365 currently does not save or recognize a question layout, and this would be helpful.
                        When providing an answer, if the answer has been copied and pasted (with bullets AND sub-bullets) the sub-bullet formatting doesn't save properly.

                        16 votes
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                          planned  ·  1 comment  ·  Layout and Cosmetics  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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.

                          • 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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                              0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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 →
                              • Tags included in search for answers to RFP questions

                                An option to include tags for the terms searched when answers are provided for RFP questions would be very helpful. Often similar questions are asked in RFPs that use differing terminology for the same concept, but tagging the KB items with alternate terms does not assist in finding those answers for later use.

                                2 votes
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                                  0 comments  ·  Knowledge Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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.

                                  • 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.

                                    • Ability to lock questions during answering or completion

                                      We have respondents changing the questions by accident. They are typing in the question box instead of the answers. Would be nice to lock editing of questions while the RFP is being responded to/filled out

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                        I’ll look into your users. Your Contributors are unable to edit the question, but your higher-level users can modify them. But we can look into these permissions.

                                      • 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.

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

                                          11 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.

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