NiftyQuoter is so simple to use that when we have a new employee it is not difficult to train them ow to creat quotes. I also think that most customers appreciate the ease of navigating in NiftyQuoter. If you are pumping out between 25-50 quotes per week it is super easy to track them all as well.
1. RFPIO is perfect for searching for specific information when you are responding to an RFP. Search engine is powerful. We narrow our search using several customized filters and know we are getting a thorough search. 2. Excel responses work very well in RFPIO. 3. Typical RFPs that are formatted in Word are challenging to run via RFPIO. We struggle with this. 4. We have yet to master the template.
I personally wish there was a function to switch from a military time to a regular time like most people would use.
I think that it could be more clear to the client as to where they need to go to accept the quote. Often times I will get calls saying they do not see an accept the quote option available.
NiftyQuoter has a hard time for some reason remembering your password. It seems most of the time I have to manually type my email and password in and I wish it would just remember that for me.
Reporting and Analytics is basic, you can purchase advanced analytics though
It would have been nice to have a set structure in mind or a example/case study to structure our responses in the most appropriate way, but we are working through that with their stellar support team
UI is friendly. Basically that alone is enough to renew because it is easy to use and gives accurate and fast results. The effective cross collaboration from other colleagues in my organization also makes for this tool to be extremely effective. Now that I understand how to use it, I can also easily train others on how to use it effectively.
This Software is so easy to use we can typically train people on how to use the basics within an hour or two. Some of the more unique features will take longer but all in all, it is super user-friendly and I have heard very little otherwise from our team. I will say for me personally it is a truly great software that makes my work way easier than it would be without it.
Anytime we have had any issues there team is very quick to respond and helo us through any issues that may arise. This is quite unique as much other software that we use if we end up needing assistance we either have to wait days/weeks for an answer or we outright get no answers from them.
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.
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.
RFPIO has outstanding, responsive, helpful customer support located in the US in Oregon. Support techs go the extra mile to help with basic issues and functionality training. Same-day support response and problem resolution are the norms. The system is also very user-friendly and very easy to navigate. Their Answer library is simple and far less complex than Qvidian/Inland. Little to no learning curve.
I don't have access to the actual ROI data, but we would continue to invest in RFPIO as a company only if it were providing us with the results to win RFPs.
RFPIO makes the task of filling out RFP responses much faster for me.
RFPIO helps our team be able to divide out RFP chores easily, because we know we all have access to the same high-quality source for information.
