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Response Editor

How to use AutoRFP.ai’s advanced editing tools to respond to new requirements faster than ever.

Louis Lloyd-Besson avatar
Written by Louis Lloyd-Besson
Updated over a week ago

Response Editor

Within the Project Editor, next to each response, you’ll see a pencil icon next to the assigned users.

If you click on this icon, it will open up the response editor, which offers several options for editing responses and finding relevant content.

Like the Project Editor, all changes to the response are saved.

Content Search

The system will default display the content used to answer your question, however you can use the search and filters to find content from other sources and any previous project.

Smart Search

The search bar at the top of the results is a “Smart Search,” which allows you to search with both a classical Keyword Search and an AI Search.

To perform a keyword search, simply type in the search bar, to perform an AI Search, simply press enter or click the search button.

Content Actions

You’ll notice the following four buttons to the right of each content:

From Right to Left:

  1. Flag

  2. Archive

  3. Append to Response

  4. Use as Response

1. Append to Response

Adds the selected response to the end of your current response. This is useful in combination with the Flow Writing Action described below to include multiple responses together but make them flow together.

2. Use as a Response

Use the selected content as your response. This is great for if you have a previous response you want to use verbatim to respond to the current requirement.

3. Flag Content

This will remove the response from circulation and send them to the relevant users for review based on the team that owns that type of content (e.g. Security Responses may be sent to your Security Team).

4. Archive Content

Moves the response to the Archive area in Content Management, removing it from use.

Writing Actions

Custom Instructions

Takes a user instruction and applies it to the response.

Result: A response that has been adjusted to meet the user's instructions.

Example

Original Response: "Our CRM is packed with cool stuff like task management, shared calendars, and yeah, it's super secure with 2FA and E2E Encryption. You can even personalize your dashboard!"

Instruction: "Please describe your CRM system, but focus only on its security features and use a formal tone."

Instructions Applied Response: "Our CRM system places significant emphasis on security, incorporating advanced features such as two-factor authentication and end-to-end encryption to safeguard user data."

Draft

Generates an initial draft for requirements the system doesn’t have enough information from your past responses to answer. You can think of this as what would be produced if you asked ChatGPT to respond to a requirement.

Result: A generic answer requiring editing to be accurate to your company's circumstances. However, it may provide a good starting point to help structure your response and identify what questions to ask the relevant subject matter experts.

Example

Requirement: "Describe the user interface of your product."

Generic Answer: "Our product boasts a user-friendly interface, complete with intuitive navigation, vibrant graphics, and easily accessible tools and features."

Professional

Tailors the response to match the tone and style expected in a formal business context

Result: A response free from colloquialisms, employing a more structured and formal tone

Example

Original Response: So, in our CRM, you've got tools like notes to jot down stuff, tasks to keep things on track, and calendars that everyone can see and update. Pretty handy, right?

Professional Response: Our CRM solution provides a suite of collaboration tools, including the ability to document notes, manage tasks, and utilize shared calendars for team coordination.

Shorten

Reduces the length of the original response by removing unnecessary details and words.

Result: A shorter and more direct response that captures the essence of the original response without excessive details.

Example

Original Response: Our CRM solution has been designed with a comprehensive contact management system that allows users to categorize and segregate contacts based on their nature, whether they're residents, businesses, or government agencies. Each category has specific fields and tags tailored for the nuances of each stakeholder type, ensuring a streamlined experience.

Shorten Response: Our CRM categorizes contacts as residents, businesses, or government agencies, with tailored fields for each type, ensuring streamlined management.

Grammar

Corrects errors related to grammar, spelling, and punctuation in the original response, while retaining its essence and content.

Result: A polished version of the original response that is free from language mistakes, making it more professional and easier to read.

Example

Original Response: "Our produt offers a range of fuctions like task managment, file shairing and more, making youre workday simpler."

Grammar & Spelling Corrected Response: "Our product offers a range of functions like task management, file sharing, and more, making your workday simpler."

Simplify

Makes the content more accessible, possibly targeting an audience that might find the original content too complex.

Result: A version that retains the main ideas of the original but presents them in simpler terms, language, or structure. This might involve breaking down jargon, using simpler synonyms, or even presenting the content in a more straightforward manner.

Example

Original Response: "The CRM solution we offer encompasses a sophisticated case management module that enables tracking of every case from initiation to resolution, delegating responsibilities among teams, and methodically addressing community concerns and grievances."

Simplified Response: Our CRM helps track cases from start to finish, assigns them to teams, and addresses community issues.

Improve Flow

Improves the readability and natural progression of the original content by restructuring sentences or rearranging elements for a smoother read.

Result: A revised version of the original response that enhances readability without altering its basic content. This makes it easier for the reader to follow the text and grasp the key points.

Example

Original Response: "With our CRM system, you get a contact management system that's designed with comprehensive features, and you can categorize and segregate contacts based on their nature. You can also document notes, and manage tasks and utilize shared calendars."

Flow Improved Response: "Our CRM system is designed to simplify your workflow. It features a comprehensive contact management system where you can categorize contacts based on their nature. Additionally, it allows you to document notes, manage tasks, and utilize shared calendars for better team coordination."

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