About RFP360


RFP360 is a proposal management solution that helps teams to manage end-to-end request for proposal (RFP) management and proposal creation. Key features include proposal creation, publishing, collaboration, advanced search, task management, proposal collections, score responses and vendor selection.

RFP360 allows users to create and collect RFPs and assess vendor capabilities. Users can create RFPs with multiple authors and approvers on the same version. It allows users to control RFP versions, templates and permissions. Users can engage vendors by communicating directly through proposals and provide customized responses.  With the evaluation feature, users can select vendors by analyzing scores and their responses side by side.

RFP360 also enables teams to collaborate and communicate during the RFP creation process. Users can access the knowledge database to get the content for proposal creation. Task management enables users to assign tasks to writers or approvers and check progress through graphs.



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Supported Operating System(s):

Web browser (OS agnostic)

118 Reviews of RFP360

Average User Ratings

Overall

4.41 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(63)

4 stars

(42)

3 stars

(11)

2 stars

(2)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 118 reviews

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May 2017

Martie from StoneRiver, a Sapiens company

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2017

Great tool

Pros

1. Workflow - Excellent assignment/reassignment and user notification tools
2. Centralized knowledge base - The heart of the system. Once this is populated and configured it is extremely valuable.
3. RFP Dashboard - Great metrics and drilldown capabilities
4. Excellent customer support - Prompt attention to every issue or question I've had. Amazing support team.
5. Cost
6. Salesforce integration - I am looking forward to this new capability and expect it will be valuable for our organization.

Cons

RFP365 is surprisingly robust for the cost. In terms of cost-to-benefit, it is difficult to classify anything related to this product or company as a negative.

In terms of performance, I'd like to see more controls in place for avoiding human error. Perhaps a confirmation alert prior to performing certain actions. For example, multiple times I have inadvertently changed the assignments for entire sections when attempting to update individual questions. This is easy to avoid, but it is an error I have commonly made when using the system.

In terms of features/functions:

Collaboration tools - RFP365 has multiple options for collaborating with the RFP response team, which I find very useful. My only challenge with the tools are:

a) Messages lose their formatting when posted in the Messages area so all text becomes one paragraph.

b) Internal notes in the individual response Details area are posted as part of the audit trail so quickly get lost in the history if a lot of activity takes place on the response.

c) When sending a message (Messages area), you can select to send only to a team member or to send to the whole team (great feature); however, there is no option to send to more than one team member without sending to the whole team.

Response from UPG Solutions of

Replied June 2017

Thanks for the great suggestions Martie! We have some features on roadmap that directly relate to what you're talking about. We'll be adding in some things very soon which will reduce the risk of losing or deleting content etc. Meanwhile, let us know if you have any questions . support@rfp365.com or (844) 737-0365 opt. 2

February 2017

Eric from Lockton Companies

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2017

RFP365 ROCKS!

Since day one, I have had nothing but the best things to say about RFP365 and the people at that organization. Yes, the system is incredible and has made my life much easier (and the rest of my team for that matter), but the people are what make the different. Dave Hulsen has been an absolute joy to work with. He's always quick with an answer (or the promise of one!) and always delivers. Stuart Ludlow has been absolutely amazing to work with from a vision perspective. Our team is always looking to us technology to it's full potential and Stu has helped us build this into something great! Anna and Rachel have also been a pleasure to work with and I believe the entire organization works tirelessly to ensure their clients are satisfied. I would absolutely recommend RFP365 to anyone looking to purchase RFP Management Software, if anything to give others the chance to work with these amazing people!

Pros

Organized and easy to find the information I'm looking for. Easily store templates for future projects and flexible to meet our needs. The consolidated reporting feature is also a huge asset to our team.

Cons

When editing RFPs/Profiles, I can't mass delete questions :(

*I really had to think hard here, cause there is almost nothing I dislike about the system.

July 2015

Peter from OnGuard Development BV

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

July 2015

The solutions core functionality is good, but its usability / user experience could be improved.

* RFP Response (used most by us) Core functionality is good; we have definitely benefitted from it and it has largely delivered on its promise. Acceptance by all users is good and only very little initial instruction is needed to get up and running. Usability and UX could be improved; some secondary user stories are not well supported. Examples: - Access to "my pending tasks", where you need to select the list view, pick one to answer but then you need to go back to the dashboard to pick the next one after again selecting the list view. - Bulk adjusting writer and approver assignments. This is now only possible per section? - Filtering on proposals, which gives a drop down list with all proposals including completed ones which is not logical. - The relationship between proposals / users with accounts is not clear/intuitive. One major enhancement would be to support Knowledge Base management much better (see the suggestion I posted as feed back). Even though answers from the KB are proposed, most users are not able to easily find and reuse one. This is caused by using the complete question as selection criterion which usually results in >40 possible answers to reuse; users are not going to page through these answers to find one and are then creating yet another answer. I see three solutions which are not mutually exclusive: 1. Improve the KB search algorithm. To be honest, I don't know how this can be done but I have seen solutions that are better at this (fuzzy logic?). Maybe only use key words which are extracted from questions based on the frequency that they have appeared in questions (nouns and verbs only)? 2. Improve the UI by reserving more space for the KB section which might reduce paging. 3. Definitely provide functionality to a) look for similar questions in the KB, b) present the KB answers for these questions, c) enable the user to create a model question (maybe only the key words - see above) and the model answer, d) remove the now redundant question/answer pairs (or 'archive' them which would exclude them from being searched. I think this would be differentiating functionality setting you apart from competitors.

Response from UPG Solutions of

Replied July 2015

Wonderful feedback. We may be in touch directly for some clarification, but the detail looks very promising.

February 2017

Scott from Rave Mobile Safety

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2017

Fantastic tool for busy RFP bid responders

We tried quite a few tools to support a busy RFP response team over the years, and had never found one that was compatible with our workflows. RFP365 was a revelation. This tool fits our process perfectly, and is well-liked and respected by our team as an affordable boost to our productivity and process. I've not seen any other tool that comes close. Superb support as well.

Pros

Search functions, ease of import and export, team assignments and approval processes, fantastic support, solid updates and affordability compared to any other tools in its neighborhood (that it outperforms).

Cons

The knowledge base strategy takes a bit of planning and discipline, partly because we use it to respond to bids in different vertical industries and for multiple products - so organizing is important. But this is as much the misery of RFP responding in general as it is something that might reflect on the tools. And the folks at RFP365 have been improving the KB tools substantially.

September 2017

Anthony from Labor Value Rx

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

5.0

September 2017

Loads of functionality, very easy to use. Streamlines the RFP process

Streamlined RFP response process, de-duplication of efforts, increased collaboration across teams / departments, and overall greater efficiency in winning new business.

Pros

The ability to export your finished RFP Product into a nice clean final file. Using the software made responding to RFPs 100 times easier than without it. RFP 365 completely streamlined or RFP response process.

Cons

The lack of flexibility from a development standpoint, and the long lead times any new enhancements require.

Response from UPG Solutions of

Replied September 2017

Hi Anthony! Wow, thank you so much for the great feedback. We're so happy it's made responding 100x easier! That's our daily goal. While it's difficult to create all the numerous feature requests we get from all our clients, we want you to know we really do track and prioritize them all on a weekly basis. Please keep giving us your great ideas. We'll follow up with you soon and give you a status update. Thanks again!

July 2018

Gregg from Maestro Health

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2018

Clean user friendly interface. Good functionality. Responsive customer service.

Pros

Ease of use; Good functionality. Clean user friendly interface; responsive customer service, willing to make changes to improve platform; Import function is good

Cons

Search function could be a little better; That's really about my only suggestion as RFP365 is a robust product at a fair price.

Response from UPG Solutions of

Replied July 2018

Thank you for your 5-star review and helpful feedback! We're always on the look out for advice on updating our solution, so a member of our Client Success team will be in touch to discuss your ideas to optimize our search function shortly. Thanks again!

September 2017

Matthew from Technomedia

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

September 2017

Overall, we are very satisfied with RFP365.

As stated in the survey, RFP365 has been a significant time-saver when it comes to responding to RFP questions.

Pros

The Knowledge Base feature is an enormous time-saver. We no longer need to reinvent the wheel every time we respond to an RFP question. The ability to easily locate, repurpose and adjust existing content in the Knowledge Base has resulted in uniquely positive feedback from all of our users.

Cons

It would be nice to be able to copy and paste screenshots into responses without image degradation. The image quality is fine when we use the import feature; but this feature is also more time-consuming than copy-and-paste.

Response from UPG Solutions of

Replied September 2017

Hi Matthew, Thank you so much for your great review! We're so glad you're not reinventing RFPs anymore! That is our daily goal. Thanks for partnering with us in bringing RFPs into the 21st century. Unfortunately with copy and past we can't control the resolution. We watch for a universal tool that would allow that, but so far that high-res functionality doesn't exist. If you're not already, we recommend saving images directly to your Knowledge Base (rather than uploading them every time). That way they're only a click away. Thank you again for the feedback! We really appreciate it.

September 2017

Mary from Gilsbar, LLC

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2017

Painless implementation and it improved our RFP experience SO much.

We will have an updated knowledge library that will be consistently reviewed in the future. We are able to upload and complete RFPs so quickly, it's amazing we ever survived without this product.

Pros

The library and how it interacts with the RFPs/proposals is great. I love being able to access previously used answers and being able to edit the content library so quickly and easily.

Cons

Right now, we're working to clear out our Knowledge Library and I wish there was a simpler way to verify and remove duplicate answers, but this is such a minor issue, it's almost not worth noting.

Response from UPG Solutions of

Replied September 2017

Hi Mary, Thank you so much for your kinds words and great feedback. We're so glad you found it painless to implement and you're wondering how you survived without us. That truly, truly made our week! Thank you! Below is a ink to a Help Article that explains several ways you can filter for content and check redundancies. We also wanted to let you know that we're planning for a new feature that will allow you to group various Responses under one Question. Which will make it easier to manage similar responses. Stay tuned. Thanks again! http://help.rfp365.com/knowledgebase/articles/885213-how-do-i-clean-up-my-knowledge-base

October 2017

Bob from Professional Computing Resources

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

October 2017

Good once I got the hang of using it.

Pros

No need to print a few copies and fed ex. It was easy to track the progress of the RFP and my proofer could easily see what we had completed in each section.

Cons

Did not always let me save a draft so I had to do questions more than once. If I did not have an internet connection I could not work on the RFP. It would be nice to be able to download the questions so they could be answered off line.

Response from UPG Solutions of

Replied October 2017

Hi Bob! Thank you so much for your feedback. We're so glad you found it easy to track progress. You¿re absolutely right, at this time, since we¿re a web-based platform, users do have to be connected in order to work in the system. There is no option to work off-line. As far as being able to export the RFP/Proposal, you absolutely can with the Export button option in the upper right hand corner, however, if changes are made outside the system you won¿t be able to see all the metadata we capture on each and every response. When edits or new info is entered in the system, we capture all changes, versions, made by whom and when. This can be quite helpful when working with larger teams and lots of users.

August 2017

Ann from SOLTECH

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

August 2017

It was easy to work through the RFP

Pros

The questions were clearly separated in the left navigation. We also liked the dashboard- it was great to see at a glance the status of the RFP. We also liked how you could easily change answers and in approve items,

Cons

Not all of the items allowed for attachments and we could not format our answers with the tool. The export into word did not format properly.

Response from UPG Solutions of

Replied September 2017

Hi Ann, Thanks for the great feedback. We're so glad you found it easy and that you liked the dashboard! We've just added in new functionality for those writing the RFPs so they can edit them on the fly to correct issues like you reported -- not being provided a way to put in an attachment. Going forward this should solve the problem for recipients like yourself. If you notify the RFP Point of Contact about such an issue, they can get in and correct it seamlessly. Also, the authors of the RFPs control when attachments are allowed. So sometimes they don¿t want attachments and sometimes they allow them. The export into Word is for your records, as the official submission is online. Thanks again for taking the time to review!

April 2017

Sarah from Empower Retirement

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

2.0

April 2017

I find this very easy to use

Pros

Easy to use; easy to see your progress; easy to assign and reassign roles

Cons

With a due diligence or database for Empower where we have 5 market segments, it would be nice if we could enter all data into a general Empower questionnaire, then have separate questionnaires where we could enter only the information that differs. The way this website is set up, it looks like it can do that but it does not work.

Response from UPG Solutions of

Replied May 2017

That's great feedback, thank you Sarah! We've been hearing that across your industry so it's definitely something we're going to look into as we plan our roadmap. Appreciate your response!

August 2018

Marilyn from Clarke, Dolph, Hull & Brunick, PLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

August 2018

Virginia UEF Application

Pros

I liked how simple it was to navigate. I also liked that it was easy to confirm the submission of the SFP.

Cons

I did not like that I could not change the font. When I exported the application, some answers were different fonts, and I was unable to modify the font. I also did not like that sections required uploads when the comment section could have contained exactly the same information, example applicant name and title, pricing proposal.

Response from UPG Solutions of