Responsive SRM Platform
The Responsive SRM Platform is foundational for the products and capabilities in the Responsive portfolio. Access to the platform is included with every subscription purchase and provides access to the below features and capabilities. The Responsive Subscription Plans — Emerging Edition, Growth Edition, and Enterprise Edition — determine organizations’ level of access to certain product capabilities, with additional features and capabilities available for purchase.
Core capabilities
- Response Projects: Allows users to manage the entire process of responding to bids, questionnaires, and assessments, such as RFPs, DDQs, and security questionnaires, enabling teams to import documents, collaborate with team members, and draft, refine, and package responses in approved branded templates.
- Requirements Analysis: Empowers response teams to quickly determine whether RFPs with extensive requirements are the right fit for your company.
- Responsive AI Agents: Empowers teams to respond faster, smarter, and with greater accuracy with trusted AI companions that perform specialized work across the pursuit lifecycle — aiding with decisioning, automated document structuring, drafting tailored responses, simplifying content management, and more.
- Templates: Provide robust formatting control to ensure that voice, layout, and design are aligned with your branding standards.
- Standard Reports: Responsive usage details are available in executive dashboards and pre-built reports.
- Content Library: Stores Question & Answer (Q&A) pairs, images, and documents.
- Ask: Democratizes knowledge by enabling teams to instantly access trusted, source-cited answers and craft accurate, compliant answers through a Q&A-style conversation leveraging Responsive AI.
- Multilingual UI: Provides users with a localized user interface, supporting more than 15 languages.
- Executive Dashboard: Displays reporting details such as the project stage, project type, library usage, project completion stats, project value, and much more.
- Survey for Fit Analysis: Enables specified users to build survey questionnaires for intakes to help you determine if the intakes should be accepted or not.
- Intake Request: Helps teams submit project requests as intakes to the RFP team, who can approve it or reject it.
- LookUp: Provides the ability to search and find documents and accurate answers from the Responsive Content Library from various productivity applications where people work. Responsive LookUp is only available in the Growth Edition and Enterprise Edition subscription plans.
- eSignature: Digital signature tool for bids, proposals, RFP responses, and more; available in the Growth Edition and Enterprise Edition subscription plans.
- Guided Projects: Provides guided, self-service experience for team members, including those in customer-facing roles, to respond to bids, questionnaires, and assessments. Responsive Guided Projects is only available in the Enterprise Edition subscription plan.
Included integration connectors
- CRM Connectors: Connects CRMs such as Salesforce with the Responsive Platform to initiate, manage, and monitor projects from within the CRM, in addition to synchronizing data between the two systems.
- Cloud Storage Connectors: Share files between popular cloud storage systems and the Responsive Platform.
- Collaboration Connectors: Link the platform with tools such as Slack, Microsoft Teams, and Confluence. Collaboration connectors bring messages, comments, notifications, and content search into the collaboration tools teams already use. Teams can find, apply, and share content while keeping response work connected to Responsive projects.
- Sales Enablement Connectors: Connect the Responsive Platform to sales enablement systems so proposal teams can seamlessly import content stored in the sales enablement system into their response packages and export finalized proposals back to the sales enablement system.
- Developer Tools & Support Desk Connectors: Integrate Jira and Confluence to improve collaboration across proposal, product, and presales teams.
Additional features
- BI Tools Data Feed: Connects and exports Responsive data to Business Intelligence solutions, such as Microsoft Power BI and Tableau.
- API Connector: Available for purchase with Responsive Emerging Edition subscription plan, included with Growth Edition and Enterprise Edition. API call volume between the Responsive Platform and other services is subject to fair use. API calls above 5,000 calls per 24-hour period may be delayed.
- Content Translation: Translates questionnaires and responses to any of 23+ languages and links translated content to the original source, subject to fair use. Content Translation is available for purchase with Responsive Emerging Edition and Growth Edition subscription plans, and is included with Enterprise Edition.
- Whistic Connector: Streamlines responses to security questionnaires by connecting the Responsive Platform to Whistic. Whistic Connector is available for purchase with Responsive Emerging Edition and Growth Edition subscription plans, and is included with Enterprise Edition.
- MCP Server: Connects Responsive data to LLMs, like Microsoft Copilot, Claude and ChatGPT, through the MCP server to make approved, up-to-date knowledge available directly in existing AI workflows.
- Door Connector: Completes DDQs more easily and quickly by accessing the latest and best content from Responsive from within Door. Door Connector is available for purchase with Responsive Emerging Edition and Growth Edition subscription plans, and is included with Enterprise Edition.
- Custom Report Builder: Creates custom reports and dashboards. Custom Report Builder is available for purchase with Responsive Emerging Edition and Growth Edition subscription plans, and is included with Enterprise Edition.
- Business Unit (BU): Allows the ability to create distinct operating units within a single Responsive instance to keep people, projects, and content confined to a specific BU, but also share any of those across an instance to another BU. BU is available for purchase with Responsive Growth Edition subscription plan, and one BU is included with Enterprise Edition, with the ability to purchase multiple BUs.
- Sandbox: Allows organizations to set up a dedicated space for testing without affecting the live environment. Sandbox is available for purchase with Responsive Growth Edition subscription plan, and is included with Enterprise Edition.
Administration Privacy & Security
- Unlimited Guest Users: Enables subject matter experts across the organization Responsive Platform access to help provide responses or review answers.
- Admin Center: Single location to manage users, groups, and license requests, and easily review account settings.
- User Management: System Administrators can add, edit, and remove Responsive users and manage project ownership.
- Single Sign-on (SSO): Securely signs into Responsive with your Google or Microsoft account.
- Library Management: Detailed settings and controls to manage Q&A pairs, images, and documents.
- Data Retention Policies (DRC): Protects data and data relevancy by removing outdated and unused content and projects.
- Custom Roles: Configures additional user roles with specific permissions to fit organizations’ needs. Custom Roles is included with the Growth Edition and Enterprise Edition subscription plans.
- Event Reporting: Detailed logs of the past six months of actions that have taken place across your organization.
Support & learning
- Help & Learning Content: Online knowledge base for answers to common Responsive questions. Practical tips and tricks for using Responsive, including getting-started and how-to guides, release notes, and more.
- Responsive Community: Online platform where Responsive users can connect, ask questions, share best practices, and collaborate with and get assistance from other users.
- Web-based Ticketing: Available through the customer support portal. Responsive customers can use the portal to open cases, provide information, and track the status of their cases.
- Standard Support Package: Telephone and email support Monday through Friday, 24 hours a day, excluding nationally recognized holidays in the United States and India. Customers can submit helpdesk tickets at any time by email or call during Support Hours, and urgent tickets receive 24x7 support.
- Premium Support Package: A more comprehensive support model that provides a faster response time to support tickets and expert advice.
- Responsive Academy: Tailored learning paths and digital onboarding support across the Responsive SRM Platform for various roles, helping organizations and users get the most out of Responsive.
Professional Services
- Standard Data Migration: Expert Responsive services to transfer a typical set of customer data from an existing CRM system or platform to the Responsive platform, utilizing the pre-defined data mapping and migration tools, without requiring significant customization or complex data manipulation. Standard Data Migration is available for purchase with Response Emerging, Growth, and Enterprise Editions.
- Standard Implementation: A structured, training-focused approach to onboarding and deploying Responsive.
- Premium Implementation: A comprehensive and tailored implementation process, including additional hands-on support for configurations and more.
- Premium Professional Services: Variety of professional services (PPS) plans to deliver the type of value, expertise, and efficiency that gives organizations an unmatched advantage.
- Responsive Academy Certifications: Professional-level certifications available for purchase to help users uplevel their skills with Responsive.
Special deployment options
- GovCloud Deployment Option: Responsive offers a hosting option for US government agencies and contractors that adhere to rigorous regulatory and compliance standards on AWS GovCloud (US), which is FedRAMP High authorized infrastructure. Data is stored and processed in the United States.
- Dedicated Cloud Deployment Option: A dedicated, single-tenant deployment available to Growth and Enterprise Edition customers for an additional fee.
Included integration connectors
Responsive includes the below pre-built integration connectors as part of the Responsive SRM Platform. Additional integration connectors are planned based on customer feedback.
- CRM Connectors: Salesforce, Microsoft Dynamics, Zoho, HubSpot, Pipedrive, and PipelineDeals.
- Cloud Storage Connectors: Box, Google Drive, Microsoft OneDrive, Microsoft SharePoint, and Dropbox.
- Collaboration Connectors: Google Chat, Microsoft Teams, and Slack.
- Sales Enablement Connectors: Seismic and Highspot.
- Developer Tools & Support Desk Connectors: Jira and Confluence.
Trust Center
Reduce time-consuming, repetitive inbound questionnaires by proactively sharing information through Trust Center. Easily build self-serve Trust Centers or Profiles for specific audiences using pre-completed questionnaires from Response Projects and documents from your Content Library, and share them seamlessly with your customers, business partners, and regulators. Use Responsive AI to automatically answer risk, incident response, and security assessment questionnaires, such as CAIQ, ISO 27001, and VSA, or information related to your organization’s products, services, or policies. Access the latest standard questionnaires for compliance, such as DORA, SIG, CAIQ, ISO, and more, without leaving Responsive. The Trust Center product can be added with an annual fee to any Responsive SRM Platform editions.
Key capabilities
- Build and share an unlimited number of information profiles
- Host documents from the Content Library in profiles
- Host pre-completed questionnaire projects (a subscription to Response Projects is required)
- Use Responsive AI to automatically answer questionnaires (a subscription to Responsive AI and Response Projects is required)
- Get the latest standard questionnaires for compliance requirements like DORA, SIG, ISO, CAIQ, and more
- Verify profile viewers with One-Time Password
- Track engagement with real-time analytics