Responsive (formerly RFPIO), headquartered in Beaverton, offers their proposal management and automation software, featuring import and export, proposal knowledgebase and answer library, evaluation intake forms, and project management tools (e.g. Gantt chart) associated to proposal tracking.
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Templafy
Score 9.0 out of 10
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Templafy is a document management solution from the company of the same name in Copenhagen, featuring templates with dynamic personalization, automated population of templates with brand content, email signature management, document assembly workflow, and other features.
Good use cases: - Responding to RFP's especially generic questions that are asked frequently (company size, product info, security posture) - Delegating approvals or questions to appropriate teams where the AI solution is not well positioned to provide a thorough or complete answer - Reviewing previous RFP documents that have been submitted by previous account teams Bad Use Cases: - Struggles compared to other AI tools with contextual deep questions about product functionality - Doesn't seamlessly integrate with tools where our clients submit RFP and require sign ons.
Great use case for TEmplafy is when you have a lot of assets in a system, that you want to be able to slice and dice and export a custom report of what is meaningful to you. They are set up so you can make selections to only surface what you need and feel very well served. It is not ideal, at this time, if you want to look at many separate systems and merge them all. It requires a lot of work to customize and tailor to fit this more curated need
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
We'd be sunk without Responsive. The sales motion would slow way down in several places, and that's just unacceptable. AND I love the product. It helps me do my job efficiently. The Responsive team is GREAT. Support is getting better. The Product and Customer Experience Team is so knowledgeable and willing to help with new features and troubleshoot what's going on. It's an all-around great experience. Not to mention starting over - I can't even get my head around that.
If I cannot solve a problem, then I reach out to Support and they are ON IT. They always solve the problem and get back to me immediately with an answer. Our customer support person who is assigned to us (we have had several) are responsive and helpful. We have asked them to sit in on meetings and help socialize the tool.
While others have had a good experience with Qvidian, we unfortunately did not. Our questions were never answered by our Qvidian rep, as we used it the platform had no AI capabilities, and we had very low usage. It didn't serve our needs. Responsive has been incredible in their communication, responses, partnership, and willingness to get our feedback in order to improve the platform
We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with Salesforce. We wanted the ability to customize and templafy offered more options than others
Client Confidence: the use of RFP360 has allowed us to deliver a demonstrably robust process to our clients, providing them a very high level of confidence in the quality of our work.
Time Efficiency: RFP360's services provide a great deal of time-saving in the management of virtually the entire RFP process.