What users are saying about
3 Ratings
20 Ratings
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Score 8.5 out of 100
3 Ratings
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Score 9.3 out of 100

Likelihood to Recommend

Conga Collaborate

We've found that closing deals through Ocitv is very efficient and effective in saving our team time. A small team at our company has been using the beta version to display multiple quotes and proposals through our customized templates. The customization of templates allows multiple teams to leverage the software with little resistance from the client. We work with many legacy companies that still require a formal legal agreement
Anonymous | TrustRadius Reviewer

RFPIO

RFPIO has helped us take our RFP response process to the next level. Our first level of RFP management was a searchable Google doc, then we migrated to an online RFP response tool. After three great years, we inevitably outgrew that tool and migrated to RFPIO. It has really been a game-changer for us. I would say RFPIO is appropriate for anyone who writes or reviews RFP responses or security questionnaires.
Carah Counts | TrustRadius Reviewer

Feature Rating Comparison

Proposal Creation & Organization

Conga Collaborate
RFPIO
8.8
Proposal branding
Conga Collaborate
RFPIO
9.0
Proposal templates
Conga Collaborate
RFPIO
9.0
Proposal content library updates
Conga Collaborate
RFPIO
7.0
Searchable proposal database
Conga Collaborate
RFPIO
10.0

Proposal Collaboration & Workflow

Conga Collaborate
RFPIO
8.4
RFP management & response
Conga Collaborate
RFPIO
10.0
Proposal collaboration & approval
Conga Collaborate
RFPIO
10.0
User permissions/proposal editing controls
Conga Collaborate
RFPIO
7.0
Sales proposal workflow
Conga Collaborate
RFPIO
7.0
Proposal automation user interface
Conga Collaborate
RFPIO
8.0

Proposal Delivery

Conga Collaborate
RFPIO
8.0
Proposal distribution
Conga Collaborate
RFPIO
8.0
Proposal content tracking
Conga Collaborate
RFPIO
8.0

Pros

Conga Collaborate

  • Simple to implement and use. If you're using Word to write proposals, distribute, redline and edit them... you're going to save time on the first proposal you write.
  • Impressive to our prospects. When we distribute our password-protected proposals, our prospects always comment on what a great experience it is.
  • A huge time-saver with its templating capabilities. We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity.
  • A company that listens and cares about their clients' usage. From day 1 at TinderBox, the team has been responsive to our needs.
  • Tracking and measurement show our success rates. We love the fact that we get notified when the prospect opens the proposal and that we can track our team's success.
Douglas Karr | TrustRadius Reviewer

RFPIO

  • Import/export - the configurations during import and export are invaluable. This saves us so much time during export with the amount of things we have pre-formatted. Additionally, this tool can handle export into native formats OR customized templates for Word, Excel, and PDF. This means we can export into Excel from outside tools, as well as utilize client/broker formats when needed - without minimal copy/paste (RFP friends... can I get an amen??)
  • Auto-response - once a questionnaire is uploaded, the system can auto-respond based on past responses. It gets smarter over time as more responses are in the system. We find this picks up 25-40% on the low end and 90% on the high end (especially when we are responding to the same broker or consultant who has their preferred template)
  • Keyword Field Mapping - the system allows you to map fields into your export template as well as your responses. The system auto maps these when exporting. We use this feature a lot to map salesperson info (custom fields for the stuff we want on the cover sheet/letter), client name, client nickname (the company, the client, the City, the County, etc.). This makes it easy to have customized responses without extra effort on our side.
  • Guest Question Authors - the system allows you to send single questions to guest users easily so that they can answer via a web browser on a computer or laptop without signing in. I also particularly like that I can track it as a comment which helps me go back later and find my open items.
Carah Counts | TrustRadius Reviewer

Cons

Conga Collaborate

  • Formatting is weak. Sometimes the UX for bold, underline, etc. do not work well. Copy and paste functionality can be buggy at times.
  • At times, we have a difficulties with the connection between SFDC and the tool, and sometimes the SOW does not appear in the opportunity record in SFDC.
  • Takes a while to get it looking good in terms of a final SOW. It can be time consuming and not very easy to learn as a beginner.
Anonymous | TrustRadius Reviewer

RFPIO

  • Answer library creates unique records for each Q&A for each RFP. This means if you use an auto-generated answer from an exact matching RFP you end up with two records. This creates some unnecessary admin time on the back-end to merge duplicates. And during high-volume RFP seasons this work likely just isn't getting done.
  • Salesforce integrations only available for SF Enterprise users, which wasn't made clear during initial sign-up so we had to get a refund after the fact.
  • No custom roles settings which would be extremely helpful for our team, as a sales user doesn't need to see the same things as an RFP team user or a SME.
Carah Counts | TrustRadius Reviewer

Likelihood to Renew

Conga Collaborate

Conga Collaborate 4.8
Based on 2 answers
I don't see any use in my current org but If I see any use I'll propose it when I'm in position to recommand.
Sunil Parmar | TrustRadius Reviewer

RFPIO

No score
No answers yet
No answers on this topic

Usability

Conga Collaborate

Conga Collaborate 8.0
Based on 1 answer
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
Douglas Karr | TrustRadius Reviewer

RFPIO

No score
No answers yet
No answers on this topic

Support Rating

Conga Collaborate

Conga Collaborate 10.0
Based on 1 answer
Their support team is top-notch--very quick to reach out to help on any issues or questions we have.
Anonymous | TrustRadius Reviewer

RFPIO

RFPIO 10.0
Based on 1 answer
The team at RFPIO is extremely responsive. If I email our account manager or report a bug, I usually hear back within two hours. Additionally, they are quick to make software adjustments based on customer requests and needs. We had a really complicated Excel sheet that their team ended up having to upload for me because of the amount of manual work I was doing. Based on that, they updated the software within two release cycles to make the process more automated, so that future Excel uploads would be more streamlined. I have also had several suggestions implemented rather quickly, and they don't hesitate to reach out for clarification when needed.
Carah Counts | TrustRadius Reviewer

Implementation Rating

Conga Collaborate

No score
No answers yet
No answers on this topic

RFPIO

RFPIO 10.0
Based on 1 answer
We were able to complete an RFP during our free trial. We were already leaning toward RFPIO but that pushed us over the edge.
Carah Counts | TrustRadius Reviewer

Alternatives Considered

Conga Collaborate

Conga Collaborate has pricing that worked for our small team. The Salesforce integration is better suited for our needs with Conga
Anonymous | TrustRadius Reviewer

RFPIO

  • RFP360 - We used this tool for three years and it was a great first step/upgrade from a searchable Google doc. We decided to start evaluating other systems for a couple of reasons:
    • RFP360 is an end-to-end tool for RFP requestors and responders. We felt they were more focused on growing the request side and we needed something focused on the response side.
    • The assignees for author/reviewer are limited to one user and we frequently needed the ability to have multiple users assigned.
    • Too much copy/paste during export.
  • Loopio - This tool was our #2 during evaluations. We really loved the clean user interface, auto answer ability, and "close-the-loop" post-RFP process for keeping the answer library clean. Our main hiccup was the amount of copy/paste.
We actually did a free trial of both Loopio and RFPIO. The plan was to upload, respond to, and export an active RFP project during that timeframe. We even uploaded our past answer library to both systems. Due to the amount of copy/paste for the Loopio import process, we ended up completing both projects in RFPIO. The fact that we were able to do all of this during a two-week free trial made it a no-brainer.
Carah Counts | TrustRadius Reviewer

Return on Investment

Conga Collaborate

  • Positive: Time saving and proposal consistency.
  • Negative: Unreliable editor.
  • Positive: I appreciate the ability to track user's activity once a proposal is completed.
Anonymous | TrustRadius Reviewer

RFPIO

  • Reduced time spent per RFP response.
  • Increased efficiency of RFP and sales team.
  • Increased # of finalist presentations earned from RFPs.
Carah Counts | TrustRadius Reviewer

Pricing Details

Conga Collaborate

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

RFPIO

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Conga Collaborate
8.7
RFPIO
10.0

Likelihood to Renew

Conga Collaborate
4.8
RFPIO

Usability

Conga Collaborate
8.0
RFPIO

Support Rating

Conga Collaborate
10.0
RFPIO
10.0

Implementation Rating

Conga Collaborate
RFPIO
10.0

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