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

65 Reviews of RFP365

Showing 1-20 of 65

 

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Tracy from Sentric

May 2018

May 2018

pretty easy

Ease-of-use

Functionality

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Value for Money

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Pros

I like the ease of navigation throughout the sections. The dashboard is informative and the entry was intuitive when I wasn't sure how to show items complete I figured it out pretty easily

Cons

The UI didn't render well on tablet (surface) making my experience inefficient at times. IT would be helpful if the screen rendered fully on tablets. ALso this survey was too heavy on character requirements

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: May 2018

May 2018

 

Hi Tracy, we appreciate you taking the time to review and provide feedback. As enhancements are developed, we will keep your insights on the tablet (surface) in mind.

We understand your feedback on the survey as well. RFP365 gives RFP issuers the ability to dictate the response type that their vendors provide, which means the company that sent you the RFP determined the character requirements on your survey.

Thanks again for your review!

 

André from Peerfit
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Efficiency at it's finest

Ease-of-use

Functionality

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Customer Support

Value for Money

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Pros

Ease of use and the efficiency help to keep the product steamlined and the user's filling out RFP's to save time.

Cons

I have not come across any features that I do not like about this product. I hope that there is a global switch to centralized RFP responses.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: May 2018

May 2018

 

Hi Andre, thank you for your review! We're glad you're seeing valuable efficiencies with RFP365.

 

Laura from PayFlex Systems USA, Inc.
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2018

May 2018

Familiar with RFP365 and like the updates!

Ease-of-use

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Efficiency in completing an RFP

Pros

I like the updates to the downloaded responses to the format you prefer e.g., Word, Excel, etc. The importing of tables into a response from another source and asking if you want to keep as is or clean it up.

Cons

Drop down questions with no opportunity to elaborate in a comments section. Ability to add several document uploads to one question. Maybe we can, I just don't know how.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: May 2018

May 2018

 

Laura, we appreciate you taking the time to review RFP365. Layouts for drop-down responses are dictated by the RFP issuer, so they decide what types of answers they will accept (drop-downs, text, document uploads, etc.). Thanks again for your review!

 


April 2018

April 2018

limited in terms of ability to provide responses.

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Pros

It is well-organized and does allow for recall in the short-term and long-term. This will be helpful if we are involved in future RFPs

Cons

Too constricting in terms of our ability to provide our preferred responses. Some questions need to be more than "Yes/No", i.e., "Yes, if ..." or "No, unless...."

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: April 2018

April 2018

 

Thanks for the review. The clients of ours who write the RFP get to decide what types of answers they will accept (drop-downs, text, etc.). We just follow those rules. I'm glad the search was helpful and we look forward to supporting you in future endeavors.

 

Colin from Winston Benefits

March 2018

March 2018

Easy to use software once you have set up.

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Pros

Easy to use application, particularly once you have built a Knowledge Base that you can use with follow on submissions.

Cons

Certain UI/Usability issues and application latency related to saving data. I don't really have anything specific other than that.

Review Source: Capterra
 

Marc from Web Tpa
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

It was a very easy to use online proposal tool.

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It was very simple to use which allows for the sales support team to quickly edit and revise proposal before submission.

Pros

It is very clean and efficient. Allows the sales support team to quickly and clearly post and submit responses.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: February 2018

February 2018

 

Thanks, Marc.

 

Franklin from Conduent

January 2018

January 2018

Very good tool, easier to use than Ariba.

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Pros

Easy to use. I like how I can add attachments and everything functions well. No issues with logging in, too.

Cons

When I enter a "return" to separate paragraphs, the tool inserts one or more transparent text boxes, or some type of box. It is usually very difficult to delete those boxes, so I end up deleting my entire response to get rid of the boxes. Pasting my answer again, being careful not

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: February 2018

February 2018

 

Franklin, thank you for your feedback. That 'return' issue is being addressed in our forthcoming new text editor release. We are finishing the testing soon and this should make a huge different. So look for that in the coming weeks and thanks again.

 

Kanti from MyMedicalShopper
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Lot of functionality not applicable to what I needed now thus making is difficult to use.

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Pros

Full-function multi-media editor for each response with videos and images, ordered and unordered lists, etc.

Cons

Didn't explain why tags for each response--what is the importance and relevance of tags for each response? Add pop-up Help with a mouse hover.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: January 2018

January 2018

 

Hi Kanti, thank you so much for your feedback. We're so sorry that your experience wasn't straightforward. We work very hard to make our system as easy to use as possible, so your suggestions are invaluable. It looks like you were invited into the system and aren't a regular user, which may be one reason it was a bit overwhelming. There are certainly several features that regular users would need that wouldn't apply in your case. Tags are used to categorize any responses that are saved to the Knowledge Base for future use in any RFP response. Learn more here: http://help.rfp365.com/knowledgebase/articles/477132-what-is-a-tag-and-why-would-i-use-them The good news is, all of your answers are now now saved in your Knowledge Base so you can reuse them if/when you receive an Invitation to participate another RFP or profile. If you ever need some support, we'd love to help. See our FAQ http://help.rfp365.com/ or call us at  (844) 737-0365 or email support@rfp365.com

 

Simon from Convergys Corporation

December 2017

December 2017

Very user friendly, easy to use.

Ease-of-use

Functionality

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Value for Money

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Pros

The response boxes accepting rich text was good, it enabled user to express the responses in the form of graphic, tables and special formatting.

Cons

Few drawback that if addressed the software will be the best:
1. The rich text did not have the capability to recognize sub-bullets, it accepted only primary bullets.
2. Tables with merged cells has challenges/issues needed to workaround to get it upload correctly.
3. Did not see the option to download or upload the entire RFP/RFI in Excel or Word format like some other sourcing tools do.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: December 2017

December 2017

 

HI Simon,

Thank you so much for your review! I'm so glad to hear that you found our system so easy to use!

Also, thank you so much for your suggestions. Regarding #1. and #2. we are aware that these are issues and we are actively working to address them. And regarding #3, you'll be happy to know you can absolutely upload a Word doc, PDF, or Excel file using our import feature. Learn more here. http://help.rfp365.com/ Just let me know if you have any questions - marketing@rfp365.com

 


November 2017

November 2017

Easiest RFP process out there.

Ease-of-use

Functionality

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Value for Money

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Quicker and more collaborative answers for submitting a response to an RFP.

Pros

RFP 365 is totally simple, user friendly and intuitive. Not having a bunch of excel tabs and multiple document layers is a huge win. Would love for more companies to participate through RFP 365.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: November 2017

November 2017

 

Hi there,

Thank you so much for your review! It made our day that you've found our system so helpful. Thank you again!

- The RFP365 Team

 

Bob from Professional Computing Resources
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Good once I got the hang of using it.

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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: October 2017

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.

 

Dylan from DATIS

October 2017

October 2017

Streamlined RFP Process

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: October 2017

October 2017

 

Hi Dylan, thank you so much for taking time to review us! I'm so glad you've found it easy to track your progress. If I understand your "Con" correctly you're trying to bulk assign questions to team members? If you assign sections (rather than individual questions) your writer and approver will default to the rest of the questions in that section.

If you were trying to assign multiple writers to a single question, you're right it's only one writer and approver per question. But you can reassign these as needed and/or message your team as you're working.

You can get step-by-step instructions here
http://help.rfp365.com/ or email support@rfp365.com if any of that doesn't make sense. Or call us at (844) 737-0365

 

Francois from Nuance Communications Inc.

September 2017

September 2017

Quick and easy

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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: September 2017

September 2017

 

Hi Francois, thank you so much for taking the time to review us. I'm so glad you found RFP365 easy to use. That is a great a suggestion, I'm passing it along to our product team now. Thanks again!

 

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

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Value for Money

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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: September 2017

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.

 

Jim from Ultimate Software

September 2017

September 2017

Was very easy to use

Ease-of-use

Functionality

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Value for Money

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Pros

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

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: September 2017

September 2017

 

Hi Jim,

Thank you so much for your review! We're so glad you found it easy to use and that it made proposal tasks easier for your team! We're honored to partner with you.

 

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

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Value for Money

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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: September 2017

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

 

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

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Value for Money

Ease-of-use
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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: September 2017

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!

 

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.

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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: September 2017

September 2017

 

Thanks for the review. We'll investigate the situation you described with the approvers. Thanks for letting us know.

 

Kenneth from Frasca & Associates, LLC

September 2017

September 2017

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

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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: September 2017

September 2017

 

Thanks so much for your great feedback! We're intrigued by your request, it doesn't look like your recent work including an addendum, but we could have Client Success follow up to get some more specifics if you would like? We'd love to help any way we can.

 

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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Product Quality
Quality
Value for Money
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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: September 2017

September 2017

 

Thank you, Jennifer. We're so glad you found our platform easy and helpful! That makes us very happy.