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

57 Reviews of RFP365

Showing 1-20 of 57

 

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Simon from Convergys Corporation

December 2017

December 2017

Very user friendly, easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

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

Product Quality

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Value for Money

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Support

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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Functionality

Product Quality

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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

Customer Support

Value for Money

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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.

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

Product Quality

Customer Support

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

Product Quality

Customer Support

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.

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

Product Quality

Customer Support

Value for Money

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

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.

Ease-of-use

Functionality

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Value for Money

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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.

Ease-of-use

Functionality

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Value for Money

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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
Functionality
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Product Quality
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.

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.

 

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
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Quality
Value for Money
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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: September 2017

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!

 

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
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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2017

August 2017

 

Hi Ryan! Thank you so much for your review. We're so glad you've found RFP365 so helpful, that completely made our week. Thank you!

 

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

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Value for Money

Ease-of-use
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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2017

August 2017

 

Hi Natalie, thank you so much for your feedback. We really appreciate it!

We actually have an auto save that secretly ¿runs¿ in the background at all times to make sure no responses are lost. Save and Continue actually ¿moves¿ the question in and out of different stages and kicks off a series of notifications for others who might be. Approving responses on a team who¿s answering a Proposal. Developing for mobile apps is definitely something we¿re moving towards, hopefully not too far in the future. Stay tuned.

 

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
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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

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2017

August 2017

 

Hi Joe, thank you so much for your feedback. Were you able to view the product "tours" on each page explaining the features? They¿re designed to help with that navigation. If you're stuck on anything we'd love to help. Give us a call at (844) 737-0365 and we'll walk you through it. Our check out our FAQ at http://help.rfp365.com/ The good news is, the next time you're invited to another Lockton RFP, all the content you created this round will be there and ready for your reuse.

 

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

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Ease-of-use
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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2017

August 2017

 

Hi Pamela, thanks for your feedback! The easiest way to find your list of uncompleted tasks would be to go to the Home Page (look for the house icon on your top-left). There on right of the page you'll see a list of everything that is left to complete, or is in draft and/or or still not approved. If you're still stuck feel free to give us a quick call and we'll talk you through it: (844) 737-0365 option #1

 

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
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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2017

August 2017

 

Hi Christa,
Thank you so much for your feedback! We're so glad you found it easy and helpful. Thank you for constructive comments as well, that's super helpful. We'll look into how we can make that more straightforward. Have a great week!

-RFP365 Team

 

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.

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Value for Money

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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2017

August 2017

 

Victoria, thank you very much for the feedback. From your input I think some additional inline tours could help, and we'll look into the graphics. You can resize them in the text editor, and that may help distortion. So we'll look into this as well.

 

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
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Quality
Value for Money
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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.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2017

August 2017

 

Thanks, Joe. And as we discussed I think we'll challenge our long-standing restrictions to inflight edits. This makes great sense and would certainly make our support job easier.