Save as PDF

Proposal Builder Discussions

Overview

Discussions is a collaboration feature built into your Proposal Builder. It facilitates communication and streamlines the proposal creation process. With Internal Discussions for your team and External Discussions for proposal recipients, Discussions keeps everyone informed and engaged.

Select the applicable tab for your edition of Responsive.

  • Proposal Builder - Discussions offers two dedicated discussion channels:

    Internal Discussions: Foster clear communication and efficient decision-making within your team.
    External Discussions: Collaborate effectively with proposal recipients, keeping them informed and engaged anytime during the proposal process.

    Internal Discussions

    Internal discussions can be initiated while content is added to the proposal on Step 2: Content of the proposal building process.
    Note: Internal Discussions are available only to your team and are not visible to the recipients of the proposal.

    To start a discussion with your team, click Discussions.

    PB - Discussions.png

    Note: Discussion can be initiated only after a section has been created or added to the proposal.

    Enter the message you want to post.

    PB - Start New Discussion.png

    To tag a user in the discussion, click @ and select a user form the list.

    PB - @Mention User.png

    To insert a section reference, click # and select the desired section from the dropdown list. This creates a hyperlink, allowing users to navigate directly to the referenced section.

    PB - #Mention Section.png

    To attach a file, click [i] Attachment - Paperclip.png select the file from your computer or any available cloud storage options.
    PB - Attach File.png

    To post the message, click Send.
    PB - Post Discussion.png

    Click the [i] Resolve Discussion.png to mark a discussion thread as resolved and hide it from view.

    PB - Resolve Discussion.png

    To view resolved discussion, set the filter to Resolved.

    PB - Filter Resolved Discussions.png

    To edit your post or reply, click the three-dot menu and select Edit Discussion.

    PB - Edit Discussion.png

    To delete a discussion, click the three-dot menu and select Delete Discussion.

    PB - Delete Discussion.png

    Replies to a discussion are usually collapsed, to view them click View thread.

    PB - Discussions - View Thread.png

    To collapse a discussion thread out of view, click Hide Replies.

    PB - Discussions - Hide Replies.png

    To reopen a resolved discussion, switch the filter to Resolved. From the list, click the corresponding [i] Reopen Discussion.png on the discussion.

    PB - Reopen Discussion.png

    To react to a post or reply, click [i] Add Reaction - Emoji.png and select the desired reaction emoji.

    PB - Add Reaction Emoji.png


    External Discussions

    External discussions is a means to collaborate effectively with proposal recipients. A proposal must be ready to be shared before you can initiate external discussions.

    To start an external discussion, click [i] Discussions Icon.png and switch to External Discussions tab.

    PB - External Discussions.png

    The following confirmation popup is displayed. Click Confirm to continue.

    PB - Switch to Ext Discussion.png

    Enter the message you want to post the recipients in the input box.

    PB - Start External Discussion.png

    To tag a user in the discussion, click @ and select a user form the list.

    PB - @Mention User - Ext Discussion.png

    To insert a section reference, click # and select the desired section from the dropdown list. This creates a hyperlink, allowing users to navigate directly to the referenced section.

    PB - #Mention Section - Ext Discussion.png

    To attach a file, click [i] Attachment - Paperclip.png select the file from your computer or any available cloud storage options.

    PB - Attach File - Ext Discussions.png

    To post the message, click Send.

    PB - Post Discussion - Ext Discussions.png

    Click the [i] Resolve Discussion.png to mark a discussion thread as resolved and hide it from view.

    PB - Resolve Discussion - Ext Discussion.png

    To view resolved discussion, set the filter to Resolved.

    PB - Filter Resolve Discussion - Ext Discussion.png

    To edit your post or reply, click the three-dot menu and select Edit Discussion.

    PB - Edit Discussion - Ext Discussion.png

    To delete a discussion, click the three-dot menu and select Delete Discussion.

    PB - Delete Discussion - Ext Discussion.png

    Replies to a discussion are usually collapsed, to view them click View thread.

    PB - View Threads - Ext Discussion.png

    To collapse a discussion thread out of view, click Hide Replies.

    PB - Hide Replies - Ext Discussions.png

    To reopen a resolved discussion, switch the filter to Resolved. From the list, click the corresponding [i] Reopen Discussion.png on the discussion.

    PB - Reopen Discussion - Ext Discussion.png

    To delete a resolved discussion, switch the filter to Resolved. From the list, click the corresponding [i] PB - Trash - Delete.png on the discussion.

    PB - Delete Resolved Discussion - Ext Discussion.png

    To react to a post or reply, click [i] Add Reaction - Emoji.png and select the desired reaction emoji.

    PB - Add Reaction Emoji.png

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Proposal Builder - Discussions offers two dedicated discussion channels:

    Internal Discussions: Foster clear communication and efficient decision-making within your team.
    External Discussions
    : Collaborate effectively with proposal recipients, keeping them informed and engaged anytime during the proposal process.

    Internal Discussions

    Internal discussions can be initiated while content is added to the proposal on Step 2: Content of the proposal building process.
    Note: Internal Discussions are available only to your team and are not visible to the recipients of the proposal.

    To start a discussion with your team, click Discussions.

    PB - Discussions.png

    Note: Discussion can be initiated only after a section has been created or added to the proposal.

    Enter the message you want to post.

    PB - Start New Discussion.png

    To tag a user in the discussion, click @ and select a user form the list.

    PB - @Mention User.png

    To insert a section reference, click # and select the desired section from the dropdown list. This creates a hyperlink, allowing users to navigate directly to the referenced section.

    PB - #Mention Section.png

    To attach a file, click [i] Attachment - Paperclip.png select the file from your computer or any available cloud storage options.
    PB - Attach File.png

    To post the message, click Send.
    PB - Post Discussion.png

    Click the [i] Resolve Discussion.png to mark a discussion thread as resolved and hide it from view.

    PB - Resolve Discussion.png

    To view resolved discussion, set the filter to Resolved.

    PB - Filter Resolved Discussions.png

    To edit your post or reply, click the three-dot menu and select Edit Discussion.

    PB - Edit Discussion.png

    To delete a discussion, click the three-dot menu and select Delete Discussion.

    PB - Delete Discussion.png

    Replies to a discussion are usually collapsed, to view them click View thread.

    PB - Discussions - View Thread.png

    To collapse a discussion thread out of view, click Hide Replies.

    PB - Discussions - Hide Replies.png

    To reopen a resolved discussion, switch the filter to Resolved. From the list, click the corresponding [i] Reopen Discussion.png on the discussion.

    PB - Reopen Discussion.png

    To react to a post or reply, click [i] Add Reaction - Emoji.png and select the desired reaction emoji.

    PB - Add Reaction Emoji.png

    External Discussions

    External discussions is a means to collaborate effectively with proposal recipients. A proposal must be ready to be shared before you can initiate external discussions.

    To start an external discussion, click [i] Discussions Icon.png and switch to External Discussions tab.

    PB - External Discussions.png

    The following confirmation popup is displayed. Click Confirm to continue.

    PB - Switch to Ext Discussion.png

    Enter the message you want to post the recipients in the input box.

    PB - Start External Discussion.png

    To tag a user in the discussion, click @ and select a user form the list.

    PB - @Mention User - Ext Discussion.png

    To insert a section reference, click # and select the desired section from the dropdown list. This creates a hyperlink, allowing users to navigate directly to the referenced section.

    PB - #Mention Section - Ext Discussion.png

    To attach a file, click [i] Attachment - Paperclip.png select the file from your computer or any available cloud storage options.

    PB - Attach File - Ext Discussions.png

    To post the message, click Send.

    PB - Post Discussion - Ext Discussions.png

    Click the [i] Resolve Discussion.png to mark a discussion thread as resolved and hide it from view.

    PB - Resolve Discussion - Ext Discussion.png

    To view resolved discussion, set the filter to Resolved.

    PB - Filter Resolve Discussion - Ext Discussion.png

    To edit your post or reply, click the three-dot menu and select Edit Discussion.

    PB - Edit Discussion - Ext Discussion.png

    To delete a discussion, click the three-dot menu and select Delete Discussion.

    PB - Delete Discussion - Ext Discussion.png

    Replies to a discussion are usually collapsed, to view them click View thread.

    PB - View Threads - Ext Discussion.png

    To collapse a discussion thread out of view, click Hide Replies.

    PB - Hide Replies - Ext Discussions.png

    To reopen a resolved discussion, switch the filter to Resolved. From the list, click the corresponding [i] Reopen Discussion.png on the discussion.

    PB - Reopen Discussion - Ext Discussion.png

    To delete a resolved discussion, switch the filter to Resolved. From the list, click the corresponding [i] PB - Trash - Delete.png on the discussion.

    PB - Delete Resolved Discussion - Ext Discussion.png

    To react to a post or reply, click [i] Add Reaction - Emoji.png and select the desired reaction emoji.

    PB - Add Reaction Emoji.png

Was this article helpful?

/