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Coffee Chat: Templates & Formatting Part One
Is your team looking to use a custom template in RFPIO or would you like to upgrade your existing template? Check out Templates & Formating: Part One (of a three-part series). Senior Enterprise CSM (and former customer!), @Tara Kolinsky, discusses: Word Style Basics How to Create Styles How to Create a Response Template…
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Are you planning to attend the Template and Formatting Coffee Chat this Friday (5/26)?
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Auto Respond Coffee Chat 5.12.23
Looking to start using the Auto Respond feature or improve your search results? Check out the Auto Respond Coffee Chat, with special guest, @Mattie Scull. During the call, you will learn: Auto Respond Overview How to use Auto Respond and the Recommendation Engine How to achieve better recommendations through organizing and…
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April Monthly Release Webinar
Would you like to learn more about the new features and enhancements from the 4/27/23 Product Release? Check out the April Release Webinar and the attached slide deck. Customer Success Managers, Al Lepow and Helene Halliday, discuss the new features with help from Product Enablement Specialist Ashley Denver. In this…
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Content Library Management Coffee Chat
If you want to optimize your content library, check out our latest coffee chat and attached slide deck. @Al and I discuss using advanced features to maintain and enhance your content library over time! In this webinar, we cover: Maintaining Content via the Archive Feature, Linking Documents, and Relating Q/A pairs &…
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4/14 Monthly Product Release Webinar
Curious about how to use the new features from the 3/30 Product Release? Ashley Denver, Product Enablement Specialist and I discuss best practices for taking advantage of the new enhancements in this recorded webinar! Prefer a slide deck? See attached! In this webinar, we covered: My Work 2.0 Archive Content Import…
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Content Library Clean Up Coffee Chat
If one of your goals is to clean up your content library, check out our Content Library Coffee Chat and attached slide deck. @Al discusses how to use ROT analysis to quickly identify outdated content and best practices for maintaining your library over time.
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Let's Get Started
We’re so excited you’re here! The Community is here for you to connect with other industry professionals. Here are some steps to get you started so you can start interacting with others. 1) Personalize your profile Go to “Edit Profile” and take a minute to upload a profile picture and customize your notification settings.…
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Two-Factor Authentication?
Have you used two-factor authentication (requiring the user to get a code from an authenticator app before access is provided) for any of your users or guests? If so, how is it working for you?
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Salesforce integration
Who all has integrated Salesforce with RFPIO? What actions are you performing in SFDC?
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Can someone help me understand how AI is used within RFPIO?
I'd like to better understand the relationship between AI and RFPIO. Is it primarly used in certain features? Or has it been implemented in every area of RFPIO? (Content library, projects, reporting). Any information or resources would be greatly appreciated!
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How do reviewers re-allocate back to authors?
At the moment the reviewer is making comments but the authors need to be reassigned and the workflow needs to move back to them - is there a way to do this?
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Mapping supplementary info for each question in RFP
Hi there, I have a question regarding mapping the questions in an RFP uploaded. There are two additional columns of supplementary information for each question (in Excel format) and I mapped the 2 additional columns using "Tags". However, once I've imported the RFP, the supplementary info was broken down by each bullet…
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Integration with SharePoint
Hello everyone, Our company is undertaking a content management initiative which involves multiple departments, some of which are not at all involved in the RFP process and do not use RFPIO. Our central repository will be a SharePoint site and our service catalog will be created in Word and PowerPoint and stored on there.…
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Handling lengthy list of products - looking for ideas
Hi all! So, I'm looking for how other organizations handle very lengthy and constantly changing lists of products. We have ours currently in a single custom field - but, since our product list is 150+ values, trying to keep content accurately tagged, having content nominated for moderation, etc. is a challenge. We are…
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Tagging content in the library - how many tags are the optimum number?
When creating a new Q&A pair, once you've applied your metadata, how many tags do you recommend to your users to tag their records? How many tags are too many? Do you allow freedom to create new tags? What is good practice in regards to tagging content?
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Re-importing new answers
Hello, We have recently completed an RFP response and as part of the process we took our exported answers, which are on word & excel, did a full copy/edit and made some additional changes. I now want to re-import these most up to date and correct answers. How can I do this without changing the history data such the authors…
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Optimising workflow - best practice
Hey all, There doesn't seem to be a thread just yet to share ideas about how to optimise the use of RFPIO. What workflows work best for you? Hints and tips to better use the recommendation engine. How to best collaborate? I thought I'd share one thing I do and perhaps use this as a shameless plug for a suggestion raised to…
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LookUp Coffee Chat 4.28.23
If you're interested in learning more about our LookUp integration, or if you already have it and are interested in learning how to better leverage it, then please check out our LookUp Coffee Chat and the attached slide deck. Our product expert (and account manager extrordinaire!), @Zach Dougherty walks us through all of…
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Chat GPT - internal legal concerns?
Has anyone had pushback from their legal team (or other internal teams) regarding using the new GPT tool that will soon be available in RFPIO? What are the concerns? How have you addressed the concerns? Thanks.
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Requirements Analysis
Hi! Is anyone using the Requirements Analysis module? We just purchased it and got access last week so I've started diving in to learn more about how we're going to use it. Just curious what others find helpful with it!
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Auto Respond Feedback
Hello fellow RFPIO users! I mentioned in a previous post that my company recently relaunched RFPIO and we are now fully using the solution from A to Z since 1/1/23. I'm looking for any tips, recommendations, etc for the use of auto respond as my team is not using it very heavily yet. We don't have any specific challenges…
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Looking for a way to categorize questions within a project, to help with Pricing
Hi Everyone, I got a request from my SMEs to find out if there is a way to categorize questions (or Requirements in our case)in RFPIO, without using the Tags feature. Each question/ Requirement relates to particular features of our software. Once they are categorized under different features, we would use the totals (from…
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How do I ensure that I'm on the email list for event invites?
Hallo there. I am an RFPIO user. Can someone point me to an email list that I can sign up to for notification of upcoming events like the one in October? I don't believe I've received previous emails about events and want to ensure I'm not missing out on them. Thanks!.
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Have you made the switch to the new UI for your entire org?
I'm worried we may lose functionality. Is there anything you can't do in the new UI still, or has it all migrated over?
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Best Practice for Sourcing Open RFPs? Healthcare
Hello. I work for a health IT company and curious how folks find new RFPs to complete. Appreciate any advice.
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Collaborating with guest users
Hi, we're trying to make use of the "guest user" functionality, and have assigned a bunch of questions to a group of users from one SME group (so they can divide and conquer as needed). Since they all seem to receive separate emails, I'm wondering if they're able to collaborate among themselves and see each others'…
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How have other companies implemented an intake process?
Our goal for 2023 is to spend less time on potentially bad deals, but using Intake will cause a process change. What intake fields are other companies using and what has been the best method of gathering buy-in from other departments to start leveraging it?
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How do people use Annotations?
Hi - I'm trying to transition a team from using MS Word and the comment function (ability to highlight specific words, sentences or paragraphs) is a key benefit of MS Word. The comment functionality in RFPIO is only against an entire response, so I was looking at the Annotations feature. Do people use this and what would…
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Pin Attachments feature
Hi! Has anyone used the Pin Attachments feature in the release that went out last week? I've tested it a couple of times. It doesn't put the contents of the attachment at the end of the response to that question, which is what I thought it was meant to do. It seems to just be putting it in the Attachments folder like a…
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What's Your Team Look Like
I know this isn't RFPIO-specific, but it is something I'm interested in understanding. What does your team look like? The ones using RFPIO every day. Maintaining the content. Responding to RFPs. Project managing the RFPs in RFPIO. What do you call yourself? How many RFPs are you responding to? What about security…
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How do I set separate review dates when setting a Sequential review workflow?
Our review stages require separate dates but can only seem to set one due date for the entire workflow.
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Internal notes
We currently in the process of migrating into RFPIO and are trying to figure out the best way to structure our content. A variety of Q&As currently come with internal notes (within the response) which guide our RFP analysts when responding to questions (for example - see XXX document to help or refer to XXX for guidance).…
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How has Auto Answer worked out for your company?
We're conducting a full content library refresh, and I'm wondering how often any of you utilize Auto Answer and how effective you find it to be. For example, we uploaded a document with 37 questions to our Content Library, then uploaded that same questionnaire as a Project and tried to use auto answer. As soon as we moved…
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Comments on Content Library Q&A Pairs
Hi everyone! When I make a comment on a Q&A pair in the content library, RFPIO sends a notification to any participants in previous comments on the same Q&A pair. Even if that previous comment is resolved. For example I am commenting on some changes that need to be made to an answer, and it notifies someone who made a…
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Using an off-shore team to make the RFP First Pass
Are any of you using an off-shore team to do the first pass of your RFx response? If so, how is that working out for your team? Do you have any best-practices you could share? Do you have a description of the job duties you used when looking for someone to fill the role? A customer of mine is thinking about bringing in an…
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RFPIO Lookup - Business Case, Communicating Value?
Has anyone needed to create a business case to get "approval" for using RFPIO Lookup? If so, can you share - thanks!
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Response Field
We typically have multiple answers within a Q&A pair. We decided a while back to change the "Response" field to Option 1, 2, 3, 4, and so on. It's a royal pain in the neck to maintain. What do you do? Keep it standard? Change it? (see the yellow highlights) Also, for the green highlight, to specify that an answer is…