What users are saying about
5 Ratings
3 Ratings
5 Ratings
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Score 8.4 out of 100
3 Ratings
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Score 9.4 out of 100

Likelihood to Recommend

NiftyQuoter

We use NiftyQuoter with both small companies as well as large corporations. However, it wouldn't be that useful for transactional-like sales because it takes time to create each proposal.
Pablo Povarchik | 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

NiftyQuoter
7.5
RFPIO
8.8
Proposal branding
NiftyQuoter
3.0
RFPIO
9.0
Proposal templates
NiftyQuoter
9.0
RFPIO
9.0
Proposal content library updates
NiftyQuoter
9.0
RFPIO
7.0
Searchable proposal database
NiftyQuoter
9.0
RFPIO
10.0

Proposal Collaboration & Workflow

NiftyQuoter
7.0
RFPIO
8.4
Proposal collaboration & approval
NiftyQuoter
5.0
RFPIO
10.0
User permissions/proposal editing controls
NiftyQuoter
8.0
RFPIO
7.0
Proposal automation user interface
NiftyQuoter
8.0
RFPIO
8.0
RFP management & response
NiftyQuoter
RFPIO
10.0
Sales proposal workflow
NiftyQuoter
RFPIO
7.0

Proposal Delivery

NiftyQuoter
9.0
RFPIO
8.0
Proposal distribution
NiftyQuoter
9.0
RFPIO
8.0
Interactive proposals
NiftyQuoter
9.0
RFPIO
Proposal content tracking
NiftyQuoter
RFPIO
8.0

Pros

NiftyQuoter

  • Is easy to create new proposals with templates, themes & modules based approach.
  • It provides us data about what is happening on the client's side. When they reviewed our proposal, how many times, and who they shared it with.
  • Provides good integration with many other apps, which help us save time.
Pablo Povarchik | 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

NiftyQuoter

  • Designing new templates is somehow difficult.
  • The user interface could be more intuitive and visually appealing.
  • Lacks a way to organize (grouping for example) sent proposals.
Pablo Povarchik | 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

Support Rating

NiftyQuoter

No score
No answers yet
No answers on this topic

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

NiftyQuoter

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

NiftyQuoter

We used QuoteRoller and PandaDoc for some time before moving to NiftyQuoter. The difference in results, interface intuitiveness, and time saved was what made NiftyQuoter stick.
Pablo Povarchik | 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

NiftyQuoter

  • Our proposals approval ratio increased by 30% since we started using NiftyQuoter.
  • It is slightly more time-consuming than I would have expected.
Pablo Povarchik | 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

NiftyQuoter

General

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

RFPIO

General

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

Rating Summary

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