All RFP360 Reviews
1-25 of 283 Reviews
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Bob
Verified reviewer
11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed October 2017
Good once I got the hang of using it.
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.
CONSDid 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.
Vendor Response
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.
Replied October 2017
Janet
Financial Services, 51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2021
Good and useful product
Search function works really well. I still have not actually uploaded an RFP to have it populated - I was very excited about this feature but have not been able to use it yet.
CONSI'm still struggling to keep things orderly and updated - the original upload contained a lot of information which is now outdated and will take a lot of time to go through. Also, a lot of repeat information that I need to remove.
Reason for choosing RFP360
Price was better and some of the features were better.
Reasons for switching to RFP360
Old software was too difficult to use
Vendor Response
Hi Janet, it's great to hear that RFP360 has improved your team's RFP process. We're always looking for new ways to make our customers' lives easier, so we really appreciate your feedback. If you ever have questions about the upload process or any other feature, please don't hesitate to reach out to your customer success consultant, who would be thrilled to hear from you.
Replied April 2021
Mary
Law Practice, 11-50 employees
Used less than 6 months
OVERALL RATING:
3
EASE OF USE
3
FUNCTIONALITY
3
Reviewed August 2018
Takes some getting used to, but I will get used to it
Meh. I expect it will get better over time. Its great to It does NOT need more "bells and whistles" -- please K.I.S.S.(Keep it simple,stupid) ! Too much more will ruin a potentially good thing. It needs to be easier to set up users, and easier to export the final submitted copy -- I can't rename or set the folder to save into, and everything exports with the exact same name. Ugh.
PROSI mostly loved that I didn't have to put together a paper response and FedEx it the day before the due date, so it saved me money and time. I also liked the Dashboard feature letting me know what section was in which phase of work, especially when I thought I was done and ready to submit, but it made me go back and "finalize" two parts.
CONSVery difficult to get set up to use it at the beginning; My coworkers never managed to get in to review the proposal online. This program is minimally intuitive. In several places, RFP365 required file uploads that were not required by the question. I had to get around this by copying my text answer and then opening Word, pasting to a new Word file, saving as a PDF, and uploading the PDF file. Saving the unnecessary document file then cleared out the Comments (aka "response") field, so luckily
Vendor Response
Mary, while we're glad you enjoyed saving time and money, along with gaining efficiencies with our solution, we're sorry you didn't have a more positive experience. We're sorry you struggled with the setup and user interface. In the future, if you have any questions on how to use RFP365, please know that we'd love to help and are available online or via phone at 844.737.0365.
Replied August 2018
Alex
Insurance, 201-500 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
4
Reviewed January 2024
Good Solution
Ease of use and team collaboration made the process smooth.
CONSInability to add documents and copy / pasting contect
Christopher
E-Learning, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2021
RFP360 helped build our internal response team.
Our company had utilized an external company exclusively for many years in organizing responses to our RFPs. RFP360 has allowed us to more confidently move this project internally and give our team the tools that make the response process more manageable.
PROSThe ability to utilize your knowledge library both within the system and externally via a Chrome extension is the most valuable feature. We shopped a few different solutions and really appreciated the balance between the features of RFP360 and its relatively low costs in comparison to similar products. We've also been very pleased with the engagement of our RFP360 on-boarding team.
CONSThe inability to process PDF documents, while not particularly challenging for our organization, does require a separate conversion step in order to use PDFs within the system. Many of our RFPs come to use as PDFs so the system being able to better process those would be an improvement.
Reason for choosing RFP360
Similar functionality at a better price point.
Vendor Response
Hi Christopher, thanks for your review and kind words. It's fantastic to hear that RFP360 helped to streamline and simplify the RFP process for your internal response team. We're always looking for new ways to make our customers' lives easier, so I really appreciate your feedback about PDF functionality. If you ever have questions, please don't hesitate to reach out to your customer success consultant, who would be thrilled to hear from you.
Replied April 2021
Vinh
Computer Software, 1,001-5,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed April 2021
Plus & Minus points
The knowledge is kept in the company,i.e. RFP360, not inside the head of someone. I am able to save 50% of my RFP time, from 20 to 30 days a year.
PROSKnowledge management : It keeps the knowledge in the company. People come and go but the knowledge stays in RFP360
CONSA part from the text, we can have the client Excel questions with a check list, for example Standard (Y, N), Configuration (Y,N), To be developped (Y,N). In many questions, you just have to check the list. We don't have the check list option with RFP360.
Reason for choosing RFP360
The sales team chose it. It was a good choice.
Vendor Response
Hello Vinh, thanks for taking the time to offer insight about your experience with RFP360. It's great to hear that RFP360 has saved you time and the Knowledge Library is streamlining your proposal process. We are continually working on enhancements and feedback like yours helps guide our efforts. If you ever have any questions or additional feedback, your customer success consultant would be happy to hear from you.
Replied April 2021
Steven
Medical Devices, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2021
Save us hours right away
The team has been great to help us get started quickly and is receptive to our needs. We were able to use the system for a proposal from under a month of implementation.
PROSHaving a platform that we can centralize our responses for future use and having accountability for all parties easily accessible.
CONSWhile there are improvements all the time currently having to have a new project per document rather than having them all together is a limitation.
Reason for choosing RFP360
Met our needs for the users we have in the budget we could afford.
Vendor Response
Hi Steven, It's fantastic to hear that RFP360 has improved your team's efficiency and that implementation was speedy. We're always looking for new ways to make our customers' lives easier, so I really appreciate your feedback. If you ever have questions, please don't hesitate to reach out to your customer success consultant, who would be thrilled to hear from you.
Replied April 2021
Chris
Verified reviewer
Computer Software, 11-50 employees
Used less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
FUNCTIONALITY
4
Reviewed April 2021
Good RFP Software and Side Benefit as Onboarding Tool
I used it to draft an RFP response within a month of joining the company. Having easy access to the answers and the ability to create the draft had the added benefit of helping me onboard quickly as well. The tool created a professional output and was very easy to use.
PROSThe platform allows you to easily load in your custom answers. From there, there is a intuitive search mechanism to complete the RFP. Templates are loaded in easily and transformed to the RFP360 format and back again for the final product.
CONSContent management is key. Since the software creates a new entry each time a new answer is submitted, it is very easy to get duplicate answers in the system. Users should set up a process to maintain content regularly for most benefit.
Vendor Response
Hi Chris, thanks for taking the time to offer insight about your experience with RFP360. We heard similar feedback from other users about challenges managing content and have since made improvements. Now you can edit Knowledge Library records within a proposal using our new inline editing feature. You can also turn the default "Save to Knowledge Library" setting off from your Account Settings. We are continually working on enhancements and feedback like yours helps guide our efforts. If you ever have any questions or additional feedback, your customer success consultant would be happy to hear from you.
Replied April 2021
Faye
Financial Services, 10,000+ employees
Used monthly for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed September 2023
RFP 360 Survey
My overall experience I would rate as a 4.
PROSI like that when I paste the formatting is not completely messed up like with other software databases.
CONSI would to have a comment section when there is a Numbers only response.
Celeste
Verified reviewer
Health, Wellness and Fitness, 10,000+ employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2023
rfp 360
Thanks for the great system to fill out our RFP response for a prospective client
CONSThe system worked great, no end user issues
Ricardas
Marketing and Advertising, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed April 2021
Enablement of Collaborative approach in fast pace environment
RFP 360 enables us in connecting more than 300 stakeholders at any given time, segragating them into groups of knowledege and expertise. With that being said we succesfully and profesionally process over 13 000 Questions every year with relative ease by providing our organisation with profesional solutions - RFP 360 plays a critical part in that solution.
PROSAs a manager of Request for Proposal and Global Advertiser Sales Support I introduce RFP 360 as easy to use questionnaire management software. Ease of use and how quickly we can onboard new users / experts on fast pased projects for collaboration is the most valued charasteristic of RFP 360. Personally I believe this is the strong point of RFP 360 when compared to industry alternatives and anyone working on “hot” due projects in their daily operations should definitelly consider this solution.
CONSI would say lack of “open in new tab” and when activating a new question / re-assigning workflows - the page refreshes and caches is the most noticable “work-stoppers”. The described are not a “killer combo”, but does create certain delays when in “a hurry”
Reason for choosing RFP360
Ease of use / Flexible agreement driven mentality / good ROIS when compared to other solutions / excellent, professional, partnership driven customer support and account management.
Vendor Response
Hi Ricardas, thank you for taking the time to talk about your experience with RFP360. We are excited to hear about your success and efficiencies! Your suggestions for improvement have also been passed along to the product teamthey're contiually working on enhancements based on feedback like yours to help guide their efforts.
Replied May 2021
Anthony
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed September 2017
Loads of functionality, very easy to use. Streamlines the RFP process
Streamlined RFP response process, de-duplication of efforts, increased collaboration across teams / departments, and overall greater efficiency in winning new business.
PROSThe 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.
CONSThe lack of flexibility from a development standpoint, and the long lead times any new enhancements require.
Vendor Response
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!
Replied September 2017
Melissa
Insurance, 5,001-10,000 employees
Used less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
4
Reviewed April 2021
Ease of Use
The RFP360 platform was easy to navigate. Even if you did not know where to start you could simply type a series of words in the search bar and ideas would pop up in seconds. You can easily populate RFP questions with already stored answers so there is no "recreating the wheel".
CONSThe answer generation stores everything, so there could be multiple variations of the same answer from prepared RFPs. The user has to go into the platform to remove one or the other to keep the answer library organized. This can be cumbersome.
Vendor Response
Hi Melissa, thanks for taking the time to offer insight about your experience with RFP360. We heard similar feedback from other users about challenges managing content and have since made improvements. Now you can edit Knowledge Library records within a proposal using our new inline editing feature. You can also turn the default "Save to Knowledge Library" setting off from your Account Settings. We are continually working on enhancements and feedback like yours helps guide our efforts. If you ever have any questions or additional feedback, your customer success consultant would be happy to hear from you.
Replied April 2021
Sam
Security and Investigations, 501-1,000 employees
Used monthly for more than 2 years
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
2
Reviewed April 2021
Knowledgebase searches are very accurate, other features need work
Global RFP knowledgebase of previous fills is very useful. All other features are not useful unless a full time effort is expended on inserting and formatting many old RFP. By the time it's in, the data is old and no longer relevant.
PROSSearching data from previous RFP's for filling a new one using copy paste is very good.
CONSText of data needs to be plain text without HTML so that copy paste doesnt drag formatting actoss Filling RFP's into the platform is clunky and difficult System has no intelligence built in for inserting new RFP without an individual having to spend a lot of time formatting and filling Glorified knowedgebase - no additional features function unless serious admin time injected. Doesnt handle embedded images - many RFP have images embedded such as network diagrams. There's no way to mark data as old/not true/not relevant
Vendor Response
Hi Sam, thank you for your feedback. We've introduced a number of key enhancements recently, including AI-driven proposal automation and import/export features that should really improve your experience. Also, our customer success team is always available with tips and tricks to make things more efficientreach out anytime.
Replied April 2021
Leela
Computer & Network Security, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2021
Love RFP360!
We had a unique business opportunity and our choice and engagement with RFP360 enabled us to take full advantage of the situation. We have increased the value we offer to our clients, as well as the speed with which we can formulate responses to proposals . The support team has been exceptional. Very responsive and eager to help make sure you make the most of your investment.
PROSYour entire application is user intuitive and easy to learn. The return on investment from savings of time alone is worth it. We leverage both the issuing and responding, and it's a great central repository to host all your critical sales information with easy access for reps in all situations.
CONSI have not yet found an issue on either the responding or issuing side.
Vendor Response
Hi Leela, thanks for your review and kind words. We are thrilled to hear that RFP360 is empowering efficiency in your organization and helping you save money. We look forward to continuing to serve you and if you ever have any suggestions or questions, please don't hesitate to reach out to your customer success consultant.
Replied April 2021
Colin
Insurance, 51-200 employees
Used monthly for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
FUNCTIONALITY
5
Reviewed March 2020
Quick Review Note
I think building software like this is extremely difficult, so honestly, I thought it was a pretty great experience. I hope more organizations begin to use it. I also liked that the issuer of the RFP could load everything directly into RFP360, and since we already had it on our side for all of our RFP's when the last RFP request came in, everything seamlessly aligned and we could go right in and start answering questions.
PROSI thought that the Knowledge Base option worked really well and helped reduce time spent on my last two RFP's.
CONSI had instances where I would assign a question to a colleague, they would answer, and then the system would revert me back to the person who was supposed to answer all while deleting the answers and information my colleagues had previously entered. I had to have them send me manual Excel files for me to enter because the system kept reverting back to me. Also, the importing functionality has been a bit confusing but will likely get easier with more use.
Vendor Response
Colin, Thank you for your feedback. We are glad to hear that the Knowledge Base is working well for you and reducing time spent on RFPs. We are sorry that you had some issues with the system reverting back. Please reach out to our support team if you encounter similar issues in the future. They will be able to troubleshoot the issue with you. We look forward to continuing to enhance our platform to bring you even more efficiencies in the future.
Replied May 2020
Sarah
Used more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
2
Reviewed April 2017
I find this very easy to use
Easy to use; easy to see your progress; easy to assign and reassign roles
CONSWith a due diligence or database for Empower where we have 5 market segments, it would be nice if we could enter all data into a general Empower questionnaire, then have separate questionnaires where we could enter only the information that differs. The way this website is set up, it looks like it can do that but it does not work.
Vendor Response
That's great feedback, thank you Sarah! We've been hearing that across your industry so it's definitely something we're going to look into as we plan our roadmap. Appreciate your response!
Replied May 2017
Joe
Information Technology and Services, 1,001-5,000 employees
Used more than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed April 2021
A great tool to drive consistency and bring order to your content...
Great productivity tool for those involved in preparing RFX - cuts out the noise and shortens response times.
PROSThe ease of finding our organizations content to re-use. Assigning questions to SME colleagues.
CONSThe editing interface could be a bit bettter.
Vendor Response
Hi Joe, we're happy to hear that RFP360 has improved your team's efficiency and streamlined the RFP process. We're always looking for new ways to make our customers' lives easier, so if you ever have questions or additional feedback, please don't hesitate to reach out to your customer success consultant who would be thrilled to hear from you.
Replied April 2021
Kris
Staffing and Recruiting, 1,001-5,000 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2021
Helpful program
There are still features I have not explored or used, but I look forward to spending more time understanding how the program can help me work even more efficiently.
PROSRFP 360 is user friendly and works great as an information repository. The tag/keyword feature is critical to finding information quickly.
CONSI was not here for integration, but as a user, I can find information quickly.
Vendor Response
Hi Kris, we appreciate your review and kind words. It's great to hear that RFP360 is empowering efficiency in your work. We look forward to continuing to serve you and if you ever have any suggestions or questions, please don't hesitate to reach out to your customer success consultant.
Replied April 2021
James
Law Practice, 2-10 employees
Used more than 2 years
OVERALL RATING:
3
EASE OF USE
2
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed September 2020
Review
I like the ability to submit proposals electronically.
CONSInability to attach more than one PDF file to respond to a particular request.
Vendor Response
James, Thank you for your feedback. We are glad you like the ability to submit proposals electronically with the RFP360 platform. I'm sorry you were unable to attach more than one PDF. That limitation was set by the issuer of the proposal. In the future, you may want to contact the issuer directly if you need to add more than one file. We look forward to working with you again.
Replied October 2020
Tracy
Used less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed May 2018
pretty easy
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
CONSThe 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
Vendor Response
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!
Replied May 2018
Sheila
Financial Services, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2021
Wonderful Product
This is a wonderful product that increases our RFP efficiency.
PROSThe feature we like the most is the knowledge base. It allows for ease in the initial draft of any RFP.
CONSYou have to make sure your documents are in the right format before importing.
Vendor Response
Hi Sheila, we appreciate your review and kind words. It's great to hear that RFP360 is empowering efficiency and that the Knowledge Library is a helpful feature. We look forward to continuing to serve you and if you ever have any suggestions or questions, please don't hesitate to reach out to your customer success consultant.
Replied April 2021
Brian
Chemicals, 10,000+ employees
Used less than 6 months
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed February 2019
Business Development Manager Flooring
Nice Portal to work with and will be more comfortable in the future. Could have easier way to add attachments on each question. To answer all the questions it would have been nice to export sections out of the Portal to various people/departments needed to help with input.
PROSEasy to use once you spend some time on the program. The Portal saved the material and was easy to pull up at any time.
CONSJust takes a while to become comfortable navigating through for a first time user. Did not understand how to use the Tags area. Attaching documents only where there was an area "Browse" although I could be missing something.
Vendor Response
Thank you for your positive review! We're sorry to hear you struggled to leverage tags! They're often really well utilized, as they're integral in helping to organize content. We're also disappointed to hear you struggled with attachments. In the future please know that you're able to add attachments within the context of the text editor. Often our users like being able to assign sections to SMEs/various people/departments within RFP360 so all content contributions happen in a single spot. If you have any questions at all in the future, please feel free to reach out to our support team. They're here to help!
Replied March 2019
Carrie
Used free trial
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2017
RFP365 Greatly Impacted Our RFP Process
RFP365 is a tool that I would highly recommend to streamline RFP/RFI completion. Due to our RFP process, we spent a great amount of admin time coordinating responses with global contributors who would then have to spend a great amount of time searching for and/or crafting responses. RFP365 has provided a tool that allows us to streamline the coordination process as well as a repository of responses from which we can select for use or further customization. In addition, the RFP365 reporting feature and function allows each RFP manager to track progress on an individual basis as well as allows management a tracking tool by which to gauge success rates. The RFP365 customer support is outstanding. The team was been very flexible and accommodating to our large global group for integration and has never failed to help with further training. For individual issues, RFP365 has been very fast to respond and troubleshoot and always follows up. I would highly recommend RFP365 to any organization looking for an intuitive, simple to use system for streamlining and improving their RFP process.
Kerri
Management Consulting, 2-10 employees
Used less than 6 months
OVERALL RATING:
3
EASE OF USE
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed February 2019
It's better than other RFP tools, but still some challenges
It was pretty easy to navigate, pretty user friendly.
CONSI would like to see phone support added. Sometimes if there is an issue, trying to describe the problem over email is just too challenging. And, when a problem comes up when there is little time to address it due to a deadline for submission, doing multiple email exchanges just doesn't work. There are issues sometimes with trying to do formatting in the dialogue boxes. No matter how many times I deleted my entries and tried to redo them, the fonts or spacing or other formatting things would keep coming up. So, that meant having less "sizzle" appearance for my proposal. This is my first time using the tool, so we will see what happens. I'm glad you care enough to get feedback. Please add phone support!
Vendor Response
Kerri, thank you for your review. We have good news! Our team is available online and via phone at 844.737.0365. If you initiate a request through email, our team will reply over email. However, they're available via phone Monday through Friday and have excellent response rates.
Replied March 2019