RFPIO

RFPIO

Top Rated
Score 9.0 out of 10
Top Rated
RFPIO

Overview

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.
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Recent Reviews

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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 13 features
  • Searchable proposal database (16)
    9.7
    97%
  • Proposal content library updates (16)
    9.6
    96%
  • Proposal collaboration & approval (15)
    9.6
    96%
  • RFP management & response (16)
    9.5
    95%

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of RFPIO, and make your voice heard!

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Pricing

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N/A
Unavailable

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Would you like us to let the vendor know that you want pricing?

29 people want pricing too

Alternatives Pricing

What is QuoteWerks?

QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized…

What is Conga CPQ?

Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, and provide personalized prices and quotes, utilizing codified product and pricing information - ensuring higher win rates and a more pleasurable buying experience. Maintain a single…

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Product Demos

The RFPIO Project Lifecycle
01:23
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Features

Proposal Creation & Organization

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

9.3Avg 7.8

Proposal Collaboration & Workflow

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

9.2Avg 8.0

Proposal Delivery

Features related to the distribution of proposals to clients and client interactions with proposals.

9.5Avg 7.8
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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 Video

With in-app collaboration tools, robust content management, and more integrations than anyone, RFPIO unites people and processes onto a single platform. Learn more at: https://www.rfpio.com?utm_source=youtube&utm_medium=social&utm_campaign=anne-video

RFPIO Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
Security

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.

Loopio, RFP360, from RFPIO, and PandaDoc are common alternatives for RFPIO.

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).
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Comparisons

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Reviews

(1-17 of 17)
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Brian Zielinski, MBA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Anne-Stuart Huffman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Score 10 out of 10
Vetted Review
Verified User
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!
Score 10 out of 10
Vetted Review
Verified User
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!
Score 10 out of 10
Vetted Review
Verified User
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.
Score 8 out of 10
Vetted Review
Verified User
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).
Lauren Daitz, CF APMP | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
J. Brent Donelan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
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.
Score 10 out of 10
Vetted Review
Verified User
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.
Hope Henderson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Brendan Blok | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
November 22, 2019

I love RFPIO!

Carah Counts | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
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