Likelihood to Recommend It can be used to invoice for anyone, so I will always recommend it.
Read full review Responsive (formerly RFPIO)
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.
Read full review Pros Proposal process. PI makes it easy to create and send proposals to new and existing clients, collect their payment info, and get signature on the engagement letter. Easily identify engagements that will be expiring, so we can begin to assemble a renewal. Communication to and from the client during the proposal process, which keeps everything associated with the proposal together in one place. Read full review Responsive (formerly RFPIO)
Live collaboration - the ability for multiple experts to simultaneously work on the same RFP. Artificial intelligence - the ability for the product to continually learn what the best answers are and serve them up to our teams. Dynamic branding - the ability for custom brand different templates by vertical, line of business, local branding, etc. with seamless transition. Content review & moderation - the ability for our national content team to bulk review, edit and share content with our teams in a methodical way. Read full review Cons I would love to see it really support other industries better, like Marketing. There are workarounds for invoicing and set up, but it could be easier. I would love the option to be able to send the client a single proposal with different options and allow them to select which one they want to move forward with. Right now we have to send a proposal for each option. I would love for there to be user permissions where certain users can log in to see the proposals they are associated with without seeing everything. Read full review Responsive (formerly RFPIO)
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 Really great new features, but expensive Read full review Likelihood to Renew Responsive (formerly RFPIO)
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.
Read full review Support Rating Responsive (formerly RFPIO)
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.
Read full review Implementation Rating Responsive (formerly RFPIO)
We were able to complete an RFP during our free trial. We were already leaning toward RFPIO but that pushed us over the edge.
Read full review Alternatives Considered You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.
Read full review Responsive (formerly RFPIO)
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.
Read full review Return on Investment We have reduced our A/R by 60% and expect to completely eliminate A/R by the end of this year. Read full review Responsive (formerly RFPIO)
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. Read full review ScreenShots