RFP365 Software


 

RFP365 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.

RFP365 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.

RFP365 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.

 

RFP365 - Advanced search
 
  • RFP365 - Advanced search
    Advanced search
  • RFP365 - Home
    Home
  • RFP365 - Knowledge base
    Knowledge base
  • RFP365 - Proposal editing
    Proposal editing
  • RFP365 - Proposal response
    Proposal response
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

55 Reviews of RFP365

Showing 1-20 of 55

 

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Dylan from DATIS

October 2017

October 2017

Streamlined RFP Process

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to jump from section to section and see which questions were completed and which ones needed edits or a second look.

Cons

Had trouble delegating permissions among my team members -- Was not able to give more than one team member (in addition to myself) ability to write responses at one time.

Source: Capterra
 

Francois from Nuance Communications Inc.

September 2017

September 2017

Quick and easy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Usability
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Pros

Edits and Approvals as well as Status Dashboard are easy to view and use. The quick view of your status is very helpful.

Cons

Initial set up was not very clear (Profile definitions). It would be nice to have a view or a hyper link to the missing items within the status dashboard.

Source: Capterra
 

Matthew from Technomedia
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

Overall, we are very satisfied with RFP365.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Source: Capterra
 

Jim from Ultimate Software

September 2017

September 2017

Was very easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
Value for Money
Value
Support
Pros

It was very simple to use from a vendors perspective. Very easy to break up for the team to do their job

Source: Capterra
 

Mary from Gilsbar, LLC
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

September 2017

September 2017

Painless implementation and it improved our RFP experience SO much.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
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Support

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.

Source: Capterra
 

Anthony from Labor Value Rx
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Source: Capterra
 

Tom from Transient Path, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Had to do an RFP for a client. Worked fine with only a couple of issues with lost information.

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
Value
Pros

One place to answer questions in an easy format. So, the review becomes a negative when it tells me the answer I gave wasn't long enough.

Cons

Approving other writers information was an issue. We lost text that was typed in by the other writer when they submitted to be review. This made the writer have to go back and do it again.

Source: Capterra
 

Kenneth from Frasca & Associates, LLC

September 2017

September 2017

The software was easy to understand and uploading the components was very self explanatory.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

We were able to save on paper and other binding materials. It allowed more than one individual to post answers simultaneously.

Cons

We would prefer to upload section by section oppose to uploading individual questions. There should be a separate folder for addendums.

Source: Capterra
 

Jennifer from Kindred
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

September 2017

September 2017

User friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
Value
Support
Pros

Auto save , not a lot of re work and able to undo and re input if needed. Easy to navigate system. Shows your pending tasks and updates frequently.

Source: Capterra
 

Ann from SOLTECH

August 2017

August 2017

It was easy to work through the RFP

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Source: Capterra
 

Ryan from Assurant
Number of employees: 10,000+ employees Employees number: 10,000+ employees

August 2017

August 2017

RFP365 has made our organization much more efficient and effective when responding to RFx.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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Pros

Knowledge Base. This has completely changed the way we respond to RFx and assessments. Being able to have a complete library of responses along with functionality to keep the library updated has made everything so much easier.

Source: Capterra
 

Natalie from Lockton Companies
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

August 2017

August 2017

The software was easy to use, but I would recommend making it functional.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Pros

I liked that you could answer questions in different sections, and that you could save your responses after you answered the question.

Cons

I would like for it to be mobile friendly. I would also remove the save and continue feature, and have it auto-save your responses. Additionally, I would like to easily space between paragraphs in the text box when crafting my responses.

Source: Capterra
 

Joe from IBH
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

The questions were unique compared to other RFIs completed and encouraged customized answers.

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Lockton

Pros

The ease of answering questions and quickly picking up on where you left off. It didn't leave you worried that your work was not saved.

Cons

Navigation was not intuitive particularly around assigning tasks and exploring the various tools within the software

Source: Capterra
 

Pamela from Dearborn National
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

August 2017

August 2017

Easy to input and upload documents.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Support
Pros

Easy to use, knowledge saving of answers is helpful for future RFPs, uploading documents was very easy.

Cons

Difficult to find where I left off, which questions were not answered; filtering the results was not helpful.

Source: Capterra
 

Christa from Charles Schwab

August 2017

August 2017

Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

allowed for easy document uploads; main responses allowed for lengthy responses; checkboxes made sense for the most part

Cons

There were too many steps to finalize a response: "mark as complete" "approve". Also, it would be nice if the additional comments field allowed for formatting.

Source: Capterra
 

Victoria from BB&T Capital Markets
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Excellent experience with customer support, as I had just a few issues with submission.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The only benefit I got from this software is the tracking capability of the items completed.

Pros

Like the idea of delegating tasks and the overall review of each section. It's helpful to see when a question has been completed.

Cons

the overall look and feel is difficult to use. The ability to input charts and graphs is very difficult and can become distorted. This is frustrating when you are used to having a final product that looks a certain way.

Source: Capterra
 

Joe from AndCo

August 2017

August 2017

Very satisfied with the program.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ability to share with colleagues across the country. We can interact and share live data instantly while we are evaluating vendors.

Cons

Some of the limitations on changing question and answer types. ie. Changing the answer type without erasing the current answers.

Source: Capterra
 

Joel from Carnegie Mellon University

July 2017

July 2017

Overall good experience.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The sections were labeled very clear and the instructions helped in preparing the final full proposal.

Cons

We did not have a sub-award on our proposal but the system would not let us submit unless we had a document uploaded.

Source: Capterra
 

Patty from E4 Health
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Simple instructions such as steps 1, 2, 3 would help.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Cons

Difficult to navigate, difficult to understand how to select "to do" items, and instructions are not well written for ease of use.

Source: Capterra
 

Scott from Ceridian HCM

July 2017

July 2017

Makes answering of RFP questions easy, although custom formatting can be a challenge.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Search functionality is smart. Usually, finds the most relevant answer, but still displays reasonable alternatives. The application makes it easy to ensure no questions are missed.

Cons

Some frustrating bugs in text boxes. Formatting can be a challenge. Limits use of images. Lack of personalized company branding.

Source: Capterra