RFPIO Software


RFPIO is a cloud-based request for proposal (RFP) solution that is suitable for businesses of all sizes. Primary features include response management, team collaboration, automated-response setup, data import and export tools and reporting.

Users can automate proposal responses using templates, view and manage the status of each response, collaborate with team members and export responses to a document or spreadsheet. Other features include a time tracker, an answer library, role-based user access, dashboards and auditing tools.

The time tracker module can track resources allocated to a proposal. Users can maintain an audit trail of sent and received responses, manage member access and access reports such as win-loss reports, average completion time and contributor achievement through a dashboard. RFPIO offers integration with Salesforce, Slack, Google Drive, Dropbox, Box, Microsoft Office, Okta and OneLogin.

Support is offered via email and over the phone. Pricing is per month.



47 Reviews of RFPIO

Overall rating

4.96 / 5 stars

Filters:

Showing 1 - 20 of 47 reviews

December 2018

Anthony from MasterControl

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

The Most Flexible RFP Tool Available

As one of RFPIO's early customers, I can honestly say that our experience has been nothing but absolutely amazing. We've been able to calculate massive returns on investment in using their software, and I've enjoyed working with their team so much. RFPIO didn't just introduce me to a proposal tool, they introduced me to the proposal community.

Pros

RFPIO has the best document import in the business. It's flexible enough to handle almost any format of document, but still offers plenty of time-saving shortcuts. The export functionality is also very good--it almost always results in a clean, tidy document.

I also love the flexibility of the Answer Library. Features like merge tags, intelligent tagging, custom fields, collections and categories mean that the Library is more than capable of handling just about any business case you can throw at it.

Cons

My computer tends to have some latency issues when trying to work with large projects, and everything takes maybe just one more click than I'd like, but I also think that the payoff there is an interface which really does not need to much explanation for end-users.

Response from RFPIO of RFPIO

Replied December 2018

Thank you, thank you, Anthony! We've learned a lot from working with you, and are so pleased to hear that you are finding community in your work with us and other proposal professionals. We're always looking for ways to make the user experience better, so we appreciate your feedback in that area too. Looking forward to measuring even more efficiencies in the RFP response process with MasterControl!

December 2018

Collette from Yes Marketing

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Game changing for the RFP team

As stated in the title, RFPIO has really changed how we manage the RFP process. It has allowed us to bring all of our SMEs into the system and saved us from countless versioning, passing Word docs around, copying and pasting updates into a master, etc. Our team can communicate and collaborate with ease. It is tremendously cost-effective in that it frees our technical folks and others to spend more time on their core jobs and less time digging for RFP answers.

Pros

The ease of collaboration across the company and the ability to manage the RFP process in a far more streamlined fashion than previously. RFPIO allows the user to search for just the right content with ease. RFPIO has truly changed the way we do business -- for the better.

Cons

Nothing, really. Whenever I have had an issue (all minor) with how the software works (for instance, a notification I wanted to turn off), the RFPIO team helped me with a workaround. It really works extremely well for us.

Response from RFPIO of RFPIO

Replied December 2018

Thank you for such a thoughtful review, Collette! We love hearing that your teams are collaborating better and your RFP process has gotten stronger. Cheers to our continued partnership with you and the Yes Marketing team!

December 2018

Mattie from CentralSquare Technologies

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

RFPIO Helps Save Time

My overall experience with RFPIO has been extremely positive. This company really cares about its customers. They provide excellent support and have implemented our ideas for new features and improvements. We are currently testing a new feature for them and love that we get to provide feedback.

Pros

RFPIO has helped my team save tons of time and resources. We often complete functional requirements in excel spreadsheets. Being able to match thousands of requirements to previous responses in an hour really helps save time for our responders and lets us focus on other aspects of the RFP.

Cons

Unfortunately, there is a lot of work that has to be done to format the information outside of the system to meet my team's standards. Sometimes we avoid using the system to it's full potential just avoid the export to word process.

Response from RFPIO of RFPIO

Replied December 2018

Thank you for your thoughtful review, Mattie! We are happy to hear that you're saving so much time. We also appreciate your feedback on the export process, and we'll make sure to pass it on to the product team. Thanks again, and happy holidays!

December 2016

Jessie from Certified Languages International

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2016

Most Effective RFP Software Available!

After spending years vetting/trying a myriad of inferior RFP management software and applications, I can't recommend RFPIO highly enough. The software is easy to use, intuitive, and the highest quality solution for all our needs - with features we didn't even know would be invaluable until we used it! RFPIO's customer support and account management teams are extremely responsive, pleasant, helpful, and have ensured a seamless implementation/adoption at every step of the way, with ample training and hands-on assistance. Additionally, they genuinely take our feedback to heart and have developed new solutions for requests that are unique to our company's environment/usage. This has enabled us to significantly streamline our RFP process and increase productivity. The answer library is particularly valuable!

Pros

Difficult to choose! The software itself: The automated workflow, ability to assign whole sections or individual questions to team members, project tracking, answer library, proposal templates, etc. In general: The customer service is unparalleled.

Cons

There are a few minor glitches with text formatting when uploading previous proposal responses, but they are aware of these and I expect a timely resolution.

Response from RFPIO of RFPIO

Replied December 2016

Thanks for the amazing review, Jessie! We're so happy to hear about your improved productivity. That's what we like!

September 2016

Ryan from Smarsh INC

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2016

Excellent cloud solution for managing RFPs/RFIs.

We came over from RFP365, while that was a decent solution, RFPIO turned out to have some more compelling features. What helped us unlock those features were great training sessions to really experience the product. We also had some real specific requirements and they enabled them for the very next day! Just fantastic customer experience.

Pros

Looks very attractive. Organized well by projects. Import features are best in class. No more needing to import from a template, we can import right from a spreadsheet the customer gave us!

Cons

What we like least the right-hand side panel, we wanted more selections from a list. As well as an Apply button so not to have to copy-and-paste. When we met with them and described this feature, they enabled it the very next day. Just such great customer service.

Response from RFPIO of RFPIO

Replied September 2016

Thanks for the review, Ryan! We're so glad you are having a great experience with RFPIO. Looking forward to our continued work together!

December 2018

Hariprasad from Informatica

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

WAY TO GO! Ease of using this!

I've been using this for 5 months now and feel this is an amazing tool with lot more capabilities than its thought of. With additional features recommended each time in help and support column, this tool is bound to get better and serving a larger client base for ease of usage. NOTE: In future, for all conferences in NYC or wherever, try to send a larger invite so that we all can attend or have web links to be shared :)

Pros

RFI, RFPs, Security docs can now be answered effortlessly with collaboration across teams, ease of exporting in same font and space, answer library and docs library, with excellent customer support.

Cons

It took some time, now I mean real few months to understand how this works.
(Once after that, no more worries, breeze through all your work and turn it back in before you know!)

Response from RFPIO of RFPIO

Replied December 2018

Thank you, Hariprasad! Glad to hear that you've gotten up to speed with the tool and are collaborating effortlessly! We love working with Informatica and look forward to a continued relationship. Stay tuned for our next user conference. :)

October 2016

Tess from Taskstream

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2016

rfpio: Absolute Game Changer

I spent an enormous amount of time on the selection process to find an RFP solution for my sales team. Coming from a pretty manual process (e-mail/Drive), it was hard to fully picture our process in a dedicated tool, and I wanted to ensure that if we were spending money on a solution, it went to the right product for us (technology isn't helping anything if no one uses it!). As a technology company in the education space, we believe in ensuring that our users implementations are designed for their success, to make things they have to do easier, yielding better results. Relatively early in the selection process I could tell that rfpio had the same philosophy. If you're overwhelmed by choices, just get into rfpio and give it a try. The UX is clean, super easy to navigate, and the support from rfpio is stellar. It's also clear that the minds behind rfpio have personally experienced the processes surrounding RFPs, and truly designed this solution with an eye towards improvement... for sanity's sake. To say that our processes have improved is a vast understatement. One of the first things I noticed that set them apart was how easy it was to pull an RFP in to the system. To name a few of the perks we're enjoying, centralization, effective time management, collaboration without duplication of efforts, and ensuring that the content that is going out to potential customers is the best and most up-to-date. One of my personal favorite features is the ability to add customized document templates, which we control, to the system. The time we used to spend formatting documents in Word has all but evaporated. I would highly recommend rfpio to anyone thinking about an RFP software solution.

Response from RFPIO of RFPIO

Replied October 2016

Tess, thank you for your kind review. We are so happy to hear so many positive effects, including helping with the sanity factor. Wonderful to have Taskstream as our partners!

August 2017

Gavin from Cision US Inc.

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

August 2017

RFPIO - Best Solution for RFP Collaboration and Automation

We were able to save over 1,000 hours in the first five months by designing and building a customized, scalable and repeatable process for handling a large number of RFP's and IT Security Questionnaires. RFPIO easily allows us to invite multiple contributors, authors, and reviewers to work collaboratively on projects.

Pros

I compared RFPIO to 5 other companies (Qvidian, Xiat, Loopio, RFP365) and came to the conclusion that RFPIO offers the best platform and pricing structure. Based on my experience with other well known systems, RFPIO is designed with the end-user in mind. It allows for collaboration among SME's without having to acquire additional licenses. Very little training is necessary to use RFPIO and they have been adding new features without creating complexity.

Response from RFPIO of RFPIO

Replied September 2017

Thanks for taking the time to write a review, Gavin. We are still very excited to partner with you and your team at Cision US. We're glad you have seen success using the solution. Keep up the great work!

September 2016

Joe from Compli

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2016

RFPs made easy!

RFPIO! I'll start with what it is: a) an RFP tool; b) a proposal management tool; and c) a product knowledge database; and d) a huge time saver. Now I'll tell you what it is not: a) Difficult to use; b) antiquated (as so many are " Ariba anyone"); c) a resource hog (training, explaining, chasing people down for answers they just answered last week, etc.); or d) a time sponge (hint: you can upload RFPs directly into RFPIO, answer them, and download them back into the original RFP format). This tool has become our central repository for product and company knowledge making it indispensable. Any time I need an answer to a question I can simply look it up in the library. If there's a new question/answer, I can add it quickly for later use and reuse. For RFPs and proposals, I can take advantage of pre-built templates for a professional look either from our marketing department or from their pre-built template library. Finally, I really like the workflows that are built into the product which benefits teams whether they are all under one roof or geographically diverse: I can assign out specific questions, assign timelines for completion, set reminders for the assignee, and then edit and compile the answers into a single-voice response. It's a great tool and I've been able to take back some evenings and weekends previously spent answering RFPs.

Pros

It's easy to use and you can tell by the features that they've really done their homework: a lot of thought that's gone into this and it shows.

Cons

A few minor navigational issues in the first release, but their Dev Team responded quickly and fixed them.

Response from RFPIO of RFPIO

Replied September 2016

Thanks for your review and partnership, Joe! We really appreciate your support.

August 2017

Keith from QAD, Inc.

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2017

RFPIO = Innovative RFP/RFI Pain Relief

Pros

What has separated RFPIO from other offerings was their ability to support large enterprise software RFPs, which require coordination and input from many across our organization. Our users love the easy import and export, ability to assign owners and manage the project through actionable analytics, qualify deals through capability analysis, and quickly access prior RFP responses validated by SMEs. Response accuracy is critical to us, and RFPIO's Answer Library makes SME approval and maintenance of prior responses very easy. Multi-language support is also helpful for adoption in our globally distributed organization. I can't think of an area I like "least" about RFPIO. The solution is very robust, but also evolving very fast. Any feedback we've had on potential improvements have been implemented very quickly. The RFPIO support and development is excellent. If I had a least favorite item to call out, I imagine my review would quickly become outdated.

Response from RFPIO of RFPIO

Replied August 2017

Thank you for taking the time to write a review Keith. We are so excited you and your team at QAD are seeing success with RFPIO.

August 2017

Gayle from Ventiv Technology Inc.

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

August 2017

I use RFPio on a daily basis to respond to multiple rfps.

Helps to have all rfps in one place!

Pros

System is intuitive and easy to learn. Customer support is beyond excellent. Like the archive function.

Cons

Unable to tag reviewers to know by looking at the screen [initials?] who has been assigned. You must open the Q/A pair to see.
Would strongly recommend holding dedicated training session vs. separate sessions. This user had to 'unlearn' prior product, so it wasn't intuitive.

Also, I would like to be copied, or be able to view assignments. I'm not sure what they're getting, and I don't know when it's been answered. May be a user error on my part.

Last, the text in the response field is too small on entry. It's easily read after saving.

Response from RFPIO of RFPIO

Replied August 2017

Thank you for taking the time to write a great review, Gayle. We're glad to hear you're finding success with RFPIO.

July 2018

Barrett from Exari Systems

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Game Changer

Pros

RFPIO has changed the way we do RFPs. Instead of subject matter expects dragging their feet and complaining about yet another RFP, they are excited to help out. This is due to the great answer library, recommendation engine, and great interface.

Not to mention that they have a great customer success team which always lends a friendly hand when need be.

Cons

The software is only as good as the data you put into it. If you don't take care of the library, the system won't be nearly as good.

Response from RFPIO of RFPIO

Replied November 2018

Thank you for the review, Barrett! And great advice on the importance of quality in the answer library content. Glad the team has been helpful and it's been a game changer for your RFP processes. It's been great working with you and we look forward to a continued partnership with Exari!

December 2018

Todd from Medallia

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

RFPIO - make them your best friend!

RFPIO is the second most utilized SaaS vendor we have onboard! RFPIO saves us hundreds of hours per quarter.

Pros

Ramp time was super fast. We were up and running across the organization in a few hours time. End user training is minimal - users picked it up fast because the software is so intuitive.

Cons

NA. RFPIO is so flexible. Find a feature you want enhanced - just tell RFPIO and they typically include your request as a new feature release.

Response from RFPIO of RFPIO

Replied December 2018

Thank you, Todd! Great to hear how quickly you all were up and running with RFPIO. We are very proud to work with Medallia and we look forward to another year of partnership!

September 2016

Matt from REAN Cloud

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2016

Do More, Better, Faster with RFPIO

We've had an excellent experience with RFPIO. The company continues to add highly relevant features to a very intuitive, user friendly platform.

Pros

RFPIO allows us to capture the very best of our existing content into a single platform for reuse over and over again. The intelligence built into the tool allows us to rapidly identify the correct content to address a specific RFP question. This allows us to save time and money as a company, and most importantly, helps us win more. The end product we're able to produce using RFPIO is a beautifully formatted, compliant, impactful RFP response that gets attention.

Cons

RFPIO is at the beginning of what promises to be a very successful Software as a Service Platform that will help proposal writers and capture managers everywhere produce the best proposals they can -- cost effectively and quickly. The company has been very responsive in adding new features, fixing issues and incorporating suggestions to enhance the platform.

Response from RFPIO of RFPIO

Replied September 2016

Thanks, Matt! We really appreciate the great review and your amazing partnership. Looking forward to our continued success together!

December 2018

Jennifer from MedData

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

RFP Content Game Changer

I'm so pleased with the service and support I've received. A great experience.

Pros

The best feature for me is the search functionality and the filters. This product has made such a difference in my overall productivity and organization. I couldn't be happier!

Cons

I can't say that I have a con. I continue to learn new things about the platform each time I use it. As I increase my expertise, I expect my satisfaction to increase as well!

Response from RFPIO of RFPIO

Replied December 2018

Thank you for such a positive review, Jennifer! We appreciate that you're impressed with the functionality of our software, and the level of service you've been receiving. We strive to provide value from all sides, so it's reaffirming to hear your feedback. Cheers to you!

September 2016

Michael from Mavenlink

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2016

Modern SaaS RFP Response Solution

Experience with vendor has been superb. RFPIO team has been extremely responsive on all fronts, including setup of a trial, training, and support.

Pros

The intuitive user interface requires minimal training - casual users can be productive almost immediately. Excellent reporting and dashboards provide real-time metrics and visibility into the status of the response team's efforts - thereby obviating unnecessary response status calls and meetings. The workflow capabilities facilitate the deployment of a repeatable process and controls, going far beyond what you can do through documented business process and policies alone. Prebuilt connectors to apps like Salesforce and Slack foster collaboration among the core response team and across departments. Support for import/export from/to a wide variety of file formats enables use of the tool beyond RFx responses.

Cons

Product has not been on the market very long. The response recommendation engine could be more mature.

Response from RFPIO of RFPIO

Replied September 2016

Michael, thank you for such a kind review. The word "superb" put a big smile on all of our faces. We appreciate your partnership!

September 2016

Lauren from Zapproved

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2016

RFPio Review

Prior to using RFPio we used Google Drive for collaboration. When working on an RFP/RFI or VSQ I would have to open all recently completed projects in separate tabs and to find answers to questions in new projects I would have to hit Ctrl +F to search for most relevant answers. It was extremely time consuming and tedious as many times I could not find and latest answer I knew I was looking for. To review my RFPs/VSQs before returning I would need to pull in software architects and product executives who often times would need to make minor but many edits. With RFPio I can search for answers in one central location and know for certain it is the most current information. I can easily assign other authors who can take advantage of the answer library. Our estimation of the time spent on RFPs/VSQs as an organization is about 25-30% compared to the Google Drive approach. It has greatly helped me protect the time of our engineers and executives.

Pros

It required one demonstration to become proficient enough to use it on my own. Every time I have needed help, Ganesh, the CEO has called me back immediately. If I need a feature that would be beneficial to all users, it only takes a matter of days to roll new functionality out.

Cons

I have not run into any problems. Although it is a newer product, they seem to be very prepared for many scenarios of projects.

Response from RFPIO of RFPIO

Replied September 2016

Lauren, thanks for the wonderful review! It's great to hear how RFPIO is helping your team eliminate the manual process and save valuable time. Thank you for your continued partnership!

December 2018

Lauren from HALO Recognition

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

RFPIO is by far the best RFP software I have ever worked with in my 15+ years of proposal management

RFPIO's team is so cooperative, and responsive! Their goal is truly to be a partner to us in our RFP efforts.

Pros

RFPIO is flexible and powerful and saves us time. It allows us to fully manage our library of responses, as well as attachments and projects, with easy visibility into what is going on. Even better it allows multiple divisions of our company to manage everything in one system!

Cons

There is nothing we don't like about RFPIO.

Response from RFPIO of RFPIO

Replied December 2018

Thank you, Lauren! You always have positive words for us, and we can't tell you how much we appreciate it, but we hope we can continue to show you. Cheers to you!

December 2018

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

December 2018

RFPio streamlined our process

Pros

This tool has saved us so much time and frustration through our formal RFP process. As a sales operations leader one of my favorite features is the dashboard to see the progress, status and potential bottlenecks with authors or reviewers. It also helps me see where I may need to spread out the work rather than load up a single person.

Cons

The review cycle took a little bit to get used to and took some onsite training. We are still figuring out how to best utilize this part. Also, the reminder emails are really helpful for the most part but do start to be too much in volume at some point and not always relevant to the audience.

Response from RFPIO of RFPIO

Replied December 2018

Thank you for your thoughtful feedback! Glad to hear that the dashboards are giving you the visibility you need to keep your eye on project progress. We will make sure to bring your feedback to the team. Thanks again!

January 2017

Theodore from eOriginal

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2017

Save Time, Improve your Customer Experience

I have been skeptical of RFP software, since starting in this business in early 2000. A lot has changed and the team at RFPIO have done a great job. The solution is intuitive and easy to use and provides not only a collaborative environment but also a consistent deliverable that helps my company express it's professionalism through another medium. The day after our first training, RFPIO was put to the test. We were presented with our first Security Due diligence request. What would have taken us at least a day to complete was done in under an hour (we had uploaded previous responses with RFPIO's awesome help). While this may not always be the case, it proved to me that every penny spent on the solution will be worth it. If your team is strapped for time and is always scrambling to squeeze in RFP's in their hectic schedule, this product should be on your list of tools to get.

Pros

Intuitive solution that helps streamline an otherwise tedious process providing consistent results. The UI is well thought out and the team at RFPIO is continuously improving the product and soliciting their customers input.

Cons

The product is still fairly new and so some things are missing, but as mentioned above, the team at RFPIO is extremely responsive to input and work tirelessly to improve the product

Response from RFPIO of RFPIO

Replied March 2017

Thanks for the wonderful review, Theodore! We are so excited to partner with eOriginal.