RFPIO
Top Rated
RFPIO
Overview
Recent Reviews
Awards
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Popular Features
View all 13 features- Searchable proposal database (16)9.797%
- Proposal collaboration & approval (15)9.696%
- Proposal content library updates (16)9.696%
- RFP management & response (16)9.595%
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Pricing
View all pricingEntry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Features Scorecard
Proposal Creation & Organization
9.2
92%
Proposal Collaboration & Workflow
9.3
93%
Proposal Delivery
9.5
95%
Product Details
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
RFPIO Competitors
RFPIO Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
Frequently Asked Questions
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.
Reviewers rate Searchable proposal database highest, with a score of 9.7.
The most common users of RFPIO are from Mid-sized Companies (51-1,000 employees) and the Information Technology & Services industry.
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Reviews and Ratings
(35)
Reviews
(1-17 of 17)- Popular Filters
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December 12, 2021
RFPIO - easy to use with excellent customer support
RFPIO is used to respond to RFIs, RFPs, questionnaires, and due diligence requests. The tool supports the sales leg of our organization, both with new sales and addressing requests from current customers. RFPIO makes it easy to manage a vast library of technical question and answer pairs and greatly reduces the time it takes for subject matter experts to answer technical questions on RFPs or similar tasks.
- Easily update your technical answer library.
- Respond to RFPs faster.
- Provide subject matter experts with direct ownership of and access to technical content.
- Improve artificial intelligence to enhance the program's auto-response function.
- Add or include a RFP procurement/issuance function.
- Add a folding windows-style set up to the answer library for a more granular separation of content and answers.
November 30, 2021
RFPIO is an absolute must for teams that respond to RFPs, Security Questionnaires, etc.
RFPIO allows our organization to manage multiple RFPs and Security Questionnaires at one time with a lean workforce. It streamlines our content and allows us to organize by product, user type, and specific use cases from our clients. As a company with several different products, and versions of our products, RFPIO enables us to quickly find the right content for the right product, and quickly return questionnaires to the requester. Our content stays updated because RFPIO allows me to assign owners to each question and answer pair, and it automatically requests a review and updates at our specified frequency.
- Intuitive user interface - users of any level technology-wise can use without issues.
- Streamlined content review and update process which takes the responsibility from the RFP manager to the product owner.
- Access content from anywhere -RFPIO has several add-on and plugin options that enable our teams to quickly grab content where they are working (Outlook, Slack, Microsoft products, Google Workspace, etc.
- I am completely satisfied with RFPIO's features and functionality.
November 24, 2021
RFPIO always exceeds my expectations!
We are currently using RFPIO primarily as a content library. While I managed RFPIO initially, we've recently transitioned to using a Content Manager who oversees our library and who is working to include Process Management as part of our leveraging the tool. With encouragement our users are beginning to use RFPIO more comprehensively, and I am confident the tool will help us with efficiency and simplification as we respond to RFPs. I've been fully immersed in RFPIO processes and functionalities, collaborating with other company-users, and the tool is absolutely phenomenal!
- functionality around content management is agile and intuitive
- response process functions are simple to use and help with even the most complex proposals
- customer service is extraordinary!
- Formatting issues are sometimes problematic when downloading templates.
November 23, 2021
WANRack Would Pick RFPIO 1000x Over Again!
No RFP that we respond to is the same! Just like snowflakes! RFPIO has made our proposal process seamless! We are able to put out twice as many proposals in half the time that it used to take us! We love RFPIO and we love the support of their team! Our favorite tool is the resource library!
- Resource Library.
- Support of their Team.
- The review step!
- Formatting and Exporting.
- Font Matching to Templates.
- More Level of Admin Rights.
We use RFPIO as our internal Bible for Q&A when filling out RFI, RFP, RFQ, Security Questionnaires, etc. It is managed by our Sales Engineering team and all of sales has access to use it, flag dated or questionable answers, etc. I really like how we've organized our questions/answers to align with a llmany of the common RFP templates we come across, cutting down the time spent significantly.
- Organized answers with dates showing when it was last updated.
- Easy copy button to copy the response and paste into your document.
- Keyword phrase and search pulling from questions and answers.
- Easy to flag and see already flagged/under review answers.
- There are a lot of functions within RFPIO that we don't necessarily use, such as the signature piece or template piece, because they don't work with our processes or what is needed to submit.
August 12, 2021
Simplify RFP response searches with RFPIO
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.
August 12, 2021
RFPIO Makes Proposal Managers' Lives Easier Every Day
RFPIO is our primary response management tool for multiple divisions. We use it for both project management and content management. RFPIO allows us to respond to RFPs, RFIs, and security questionnaires, collaborate across departments, and accurately track project progress. RFPIO's content management capabilities allow us to split our content and only see things that are relevant to the division we work in, as well as manage a set of content applicable to all users.
RFPIO saves time on multiple fronts, and routinely allows additional internal and external resources to jump into a project without extensive training for collaboration and additional support.
RFPIO saves time on multiple fronts, and routinely allows additional internal and external resources to jump into a project without extensive training for collaboration and additional support.
- Makes it easy to respond to RFPs, RFIs, etc. and security questionnaires.
- Manage response content, check with content owners, and regularly review to ensure accuracy
- Allows for team members to collaborate across departments, divisions, and locations - seamlessly
- Honestly, there are very few things I would criticize RFPIO for. They are always seeking feedback and suggestions for changes and improvements, and then making them.
August 12, 2021
RFPIO User Review
Answer library and program management for RFx opportunities
- Project Management / Dashboard
- Answer Library
- Document Repository
- AI-based search results
- Search results based primarily on key words or exact phrases
August 10, 2021
RFP Response made easy with RFPIO
RFPIO is used as a collaborative solution to allow cross department and cross-functional teams to support and contribute to the responses in an RFP. A couple of the key features I enjoy the most are the ability to search a library of answers and simply click to add the response I like to the question. If need be, you can modify the provided answer to fit your situation, but you don't have to start from scratch and write a response to each question. I also like the dashboard capabilities to show me what sections/questions I am responsible for and the amount of progress that has been made. Using RFPIO is quick and convenient and significantly reduces the amount of time it takes to compile your answers.
- Leveraging an Answer Library that allows you to click to add to a question
- Dashboards showing what sections/questions you are responsible for
- consolidated final response that is pulled together for you
- Additional expansion on the search capabilities/criteria used to find answers to your questions.
August 09, 2021
RFPIO Elevates Searching to an Art Form
Our proposal team is using the Answer Library extensively to find answers to proposal questions. Other departments do not use it. RFPIO addresses the business problem of finding information efficiently and accurately. We have done extensive work in the Answer and Documents libraries to organize and sort the information. RFPIO customer support personnel have pitched in and provided hours of assistance as we socialized the tool.
- Promotes easy searches
- Stores and organizes information effectively
- Enables RFPs to be answered efficiently if they are in an Excel format
- Automates review cycles
- Projects (in MS Word) are difficult to run in RFPIO
- Graphics and text boxes are not always working correctly
- Some of the functions are hard to locate
July 29, 2021
Solid Solution. Saves us time and effort.
We use RFPIO to respond to RFP's. It is being used primarily by the Sales Engineering team but also Compliance comes in to assist on some of the questions. RFPIO acts primarily as a question and document repository for RFP's. You load in the RFP and then can quickly align answers/documents to recurring questions that have been saved to the library.
- Provides a quick way to get access to answers/documents on questions that are frequently asked.
- Easy to setup authors and reviewers for an RFP.
- Recently RFPIO added deeper grammar suggestions which is a bit distracting. Sometimes passive verbs are just a part of describing a solution.
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
June 21, 2021
RFPIO Great Tool
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
RFPIO is faster and more effective response
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.
March 18, 2021
RFPIO - the solution you've been waiting for!
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.
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
November 22, 2019
I love RFPIO!
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.