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June 30, 2021
RFPIO
is helping me a lot in the management of content with fully integrated AI
technology. The support staff is professional and up to mark. Dashboard and UI are
very much easy. I would definitely recommend this to other organizations to use for better response and content management.
is helping me a lot in the management of content with fully integrated AI
technology. The support staff is professional and up to mark. Dashboard and UI are
very much easy. I would definitely recommend this to other organizations to use for better response and content management.
- RFPIO is helping me a lot in the management of content with fully integrated AI technology. The support staff is professional and up to mark. Dashboard and UI are very much easy. I would definitely recommend this to other organizations to use for better response and content management.
- RFPIO is trusted by all the big companies of the world to manage their responses to RFP’s, RFI’s, security questionnaires, and DDQs.
- RFPIO has streamlined the process and provided a centralized database for the most current information.
- The biggest drawback that I am facing while using the platform that it does not upload or update the already existing folders.
- Secondly, the content formatting is not up to mark.
- There is a need for proofreading and changes after making the final copy of the project as the format does not remain the same.
March 18, 2021
RFPIO is currently a product that we use throughout different departments, roles and functions throughout our organization. It is leveraged most heavily by both our sales and marketing teams across the nation.
The problems that it continues to solve for us as a rapidly growing company are the consolidation of our national resources and the ability to efficiently collaborate and share information/resources with other teammates. This tool has revolutionized our entire RFP response process and given us the ability to be more strategic, efficient and effective.
The problems that it continues to solve for us as a rapidly growing company are the consolidation of our national resources and the ability to efficiently collaborate and share information/resources with other teammates. This tool has revolutionized our entire RFP response process and given us the ability to be more strategic, efficient and effective.
- 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.
- Teams Integration - I wish that the Teams integration was a bit more robust.
March 15, 2021
RFPIO is being utilized across our sales organization for incoming RFP's. There are many departments involved, such as; Sales, Presales, Marketing, Customer Services, Business Alliances, etc...RFPIO helped us solve quality, consistency and language issues across the globe.
- Manages structure responses well
- Manages permissions from the various users that access the solution
- Allows for a global deployment with built in language capabilities
- Allows for 100% visibility into the RFx process for all stakeholders
- Allows for ease of answering via ML that has been built in
- 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
June 30, 2021
It is being used as an intermediary portal to help answer lengthy security questionnaires from our clients. It is being used across our entire organization in all departments, but mostly in the sales, customer success, and customer service departments. The problem it solves is answering SIG Security questionnaires mostly to ensure the security and compliance needs of our customers are being met by our products and services.
- Intuitive
- Friendly UI
- Easy to learn
- Missing introductory tutorials
- Ability to edit sections already marked as complete
- Required hands-on assistance from previous user to learn all features
We use RFPIO for RFPs and for security assessments. Our users are sales and IT.
- Great collaborative tool
- Great way to access information easily
- Easy to learn
- Importing complicated Excel and Word can be very time consuming
- Sometimes after exporting it takes time to clean up documents
May 28, 2021
Our entire US sales organization uses RFPIO to help us complete RFPs. It had robust search functionality to empower the users to find the right answer to standard RFP questions, curated and maintained by our internal RFP team. (It may be used internationally, as well, but I don't have that visibility).
- Capable, accurate search functionality.
- Ease of maintaining content (for administrators).
- Ease of reporting content and/or making suggestions (for end users).
- For questions that contain generalized words, the ability to pinpoint better responses with AI.
- As an end user, I always start with the Answers tab. It would be nice for RFPIO to open on the Answers tab, because I always go there first (learn my preferences).
- It would be nice to have guided paths the first time I open after new enhancements have been added.
May 28, 2021
RFPIO has been very useful for our Global Presales Organization because it can help centralize answers for a high number of RFP requirements coming from different types of customer mainly from Public Sector. Usually RFx processes are very critical in time and RFPIO has helped us to reduce response time for our Solutions Engineers.
- Create predefined templates by products.
- Answer Library.
- Organize and follow up RFP Projects.
- Sometimes previewing files take long time to display.
We use RFPIO to manage our RFP questionnaire responses. We have a large, geographically dispersed sales organization with centralized support. Additionally, we have several Subject Matter Experts (SMEs) to assist in responses.
Initially, we import each questionnaire from excel, word, or PDF. From there, our RFP team answers each question and/or submits to a SME for further assistance. As sections are ready to be reviewed, they are assigned to the sales person for the account. Once everything is approved, it is exported from the system and formatted for submission to the prospective client.
RFPIO has reduced the time from RFP request to response significantly. It has also helped us to better engage our sales team and SMEs in the RFP process. Overall, we are extremely happy with our decision to purchase RFPIO.
Initially, we import each questionnaire from excel, word, or PDF. From there, our RFP team answers each question and/or submits to a SME for further assistance. As sections are ready to be reviewed, they are assigned to the sales person for the account. Once everything is approved, it is exported from the system and formatted for submission to the prospective client.
RFPIO has reduced the time from RFP request to response significantly. It has also helped us to better engage our sales team and SMEs in the RFP process. Overall, we are extremely happy with our decision to purchase 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.
- 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.
RFPIO Scorecard Summary
Feature Scorecard Summary
What is RFPIO?
RFPIO is an RFP response management solution, aiming to simplify responses to RFPs, RFIs, and Security Questionnaires. As an AI-enabled RFP software, RFPIO boasts more than 150,000 users to share knowledge, collaborate, and digitally transform their response process.
The vendor states RFPIO customers are able to:
- Improve efficiency by an average of 40%
- Submit more proposals (and win more deals)
- Centralize answers in one place
- Gain insight with built-in business analytics
- Collaborate with unlimited team members, at no extra cost
Categories: Proposal
RFPIO Competitors
RFPIO Technical Details
| Operating Systems: | Unspecified |
|---|---|
| Mobile Application: | No |
Frequently Asked Questions
What is RFPIO?
RFPIO, headquartered in Beaverton, offers their proposal management and automation software, featuring easy import and export, proposal knowledgebase and answer library, evaluation intake forms, and project management tools (e.g. Gantt chart) associated to proposal tracking.
What are RFPIO's top competitors?
What is RFPIO's best feature?
Reviewers rate Proposal collaboration & approval highest, with a score of 10.
Who uses RFPIO?
The most common users of RFPIO are from Mid-size Companies and the Information Technology & Services industry.