PMAPS is a cloud-based and on-premise request for proposal (RFP) solution that is suitable for businesses of all sizes. It caters to companies in financial services, technology, asset management, health care, law and manufacturing. Primary features include content management, collaboration and RFP document creation.
The content manager module features a database which can store RFP responses. It also allows users to create and manage automated reviews and updates. Users can search through content and collaborate with colleagues, track assignment statuses and submit proposals for review. The solution also helps create customized and branded RFP documents. Integrations include Microsoft Excel, Microsoft Word, Microsoft PowerPoint and Microsoft Documents.
Support is offered via email and over phone. Other support options include videos, a customer portal and webinars.
Cynthia from Bank of America Merrill Lynch
Employees number: 10,000+ employees
The BofAML Institutional RFP Team has been using the PMAPs Proposal Software for over 10 years and its served our needs very well and with each new release it only gets better. Its very reliable, we have never experienced any downtime with the software and it has great automation features which helps save time from both a writer and database manager standpoint.
¿ Customizable Dashboard view
¿ Automation features without having to save document in PMAPs (i.e. Insert Full and Found)
¿ Automated templates (Generic Proposals)
¿ Robust Filter and sort features (i.e. Filter by topic, SME, ID#, etc. and sort alphabetically/numerically)
¿ Robust attribute fields with customization
¿ Global attribute features ¿ can change one attribute for multiple responses at one time
¿ Can download search results into excel
¿ Robust Reporting Features
¿ No downtime to date
¿ PMAPs User Training Guides and Help features
¿ Monthly webinars on various topics
¿ Customer service relationship ¿ very responsive, easy to work with, willing to work with us through issues until resolved, etc.
There aren't too many cons and the minor issues/annoyances we do have are taken into consideration and usually resolved within a few days or are resolved in the next release.
We've recently compared PMAPS to other proposal software in the market and while the others are fine from a writer standpoint, PMAPS has many more features, is customizable, and is much more robust from a database management standpoint than the other software out there.
Phil from Met Office
Employees number: 1,001-5,000 employees
The product is very versatile and has a great deal of functionality. Sometimes the level of functionality means that it is difficult to navigate your way around it, particularly for new users
ease of search
complex for new users to engage with the software as it presents itself in a different way to the way most individuals are use to.
The price of a licence is starting to become prohibitive in times of austerity, when every cost is being examined.
Jaime from Charles Schwab (RPS)
Overall, the application is easy to use and serves the general purpose. There are a few areas that slow progress down, such as (a) the Quick View box that appears when you hover over the search item, (b) you cannot search on multiple products at one time, and (c) the Main and Sub Topics are no longer linked to one another. As for the customer service, there have been a few miscommunications where information was not shared (we still don't receive automated email notifications) or access was granted without appropriate authorizations (during creation of 2nd instance).
Stacey from Victory Capital Management
Overall I think PMAPs is a very easy and intuitive tool to use when managing proposal content and completing proposals. I used to feel that the customer service at PMAPs was less than should be desired, but they seem to have really stepped up their game with their Account Managers and there is a significant difference in response time now if issues arise.
Cons: Sometimes the system is glitchy which can be scary and frustrating when working on an important document (or any document for that matter). I also dislike how the system auto logs a user off - I work in the tool daily, for most of the day, and usually around 4 pm I will save the document I'm working in only to find out I've been logged out. This forces me to save a copy of the document locally, log back into PMAPs, open the document and then overwrite that version with my locally saved version to ensure all of my edits are stored. This is cumbersome and annoying and happens EVERY day.
Pros: Easy to use and intuitive. Customer Service is very responsive. There is RARELY ever downtime with the system, which is extremely nice considering nearly all proposal work is deadline driven.
Donna from Anthem, Inc.
I was given the role as a PMAPS Administrator a few months ago. The software is user friendly and self explanatory. I received on the job training, but look forward to attending the monthly webinars.
Katie from MassMutual
Pros: fast, easy navigation, intuitive search functionality, easy to categorize multiple records at once, easy to learn to use. We've had several new hires in the past year and each person has been able to catch on quickly without much formal training.
Cons: wish there was a way to quickly take an item that was assigned and add it to WebPro from the Assignments dashboard. When you use the ReLink feature to update assignments, you lose your formatting. I know that it's technically a Word function, but it would be really nice if setting up the RFP template for WebPro was part of the conversion or onboarding process. Rather than teaching clients how to do it at the conference, it would be great if their transition manager walked them through it so they could produce professional RFPs as soon they are live on WebPro. It would save a lot of time later.
Overall we are very happy with the software and our recent customer service. Our account manager, Philip Mervis, is proactive and always willing to help. I've worked with Shane Farrell several times recently and he is just wonderful. He contacts me immediately when I send a service request and walks me through the appropriate steps.
Cindy from IU Health Plans
Although we don't use Pmaps to its full potential the data we do enter and pull is super easy to retrieve. We look forward to the refresher courses and when the time comes to use other features we don't currently access I have no doubt the staff will be most helpful.
I also love the fact Amber checks in periodically.
Kyle from Mellon Capital Management Corporation
Pros: The basic functionality of PMAPS works well and does increase efficiency. There are lots of features in the program and most are good, but unfortunately, not quite there yet. PSI is receptive to change and input from clients to improve. Though it may take a while to see the improvements, if at all.
Cons: A lot of the workflows, functions and features of PMAPS have not been very well thought out. For example, when Q&A's expire and are sent out to be updated, they are added to Compliance Central, which is fine. The problem is that the same Q&A can be added to Compliance Central many times, so then there are mutliple instances of the same Q&A. When the Q&A is updated, only one instance is removed from Compliance Central. So Compliance Central just gets bigger and bigger and becomes essentially useless. This is a common theme with PMAPS. The basic structure is built, but it is not thought through thoroughly and the end result is a feature that doesn't work as expected. Also, while PMAPS is customizable in certain areas, in other areas, it is not, which can be frustrating. For example, setting certain fields with a different color or showing more than 3 lines in a multi-select field is not difficult. It is simply a change to the CSS file, but PMAPS claims this is too diffcult to do and can't be done. However, I can prove that it can be done and actually do it on my end by apply my own CSS file to the page. Clients shouldn't have to find workarounds to these "limitations." The list of improvements are mostly minor things that enhances the user experience, but the little things matter just as much as the big things because the user encounters the little things over and over again interacting with the program so it is a constant reminder of the pain of working with PMAPS. The goal should be to leave the user with a positive impression, not a negative one. There is a long list of things that can be improved on, but granted, the list does get shorter with each new release, but not always.