About RFPIO

RFPIO develops technology that advances the B2B purchase lifecycle and accelerates growth by making knowledge accessible and collaboration simple. The world’s leading response management software can complete up to 80% of an RFP in seconds, turn around higher quality responses 40% faster, and increase win rate by 15%. With more than 250,000 global users, RFPIO customers rely on AI with a human touch to improve sales outcomes, add transparency to the B2B purchase lifecycle, and do their best work. ...
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RFPIO User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 104 reviews

User Profile

Brian

Verified reviewer

Company size: 501-1,000 employees

Industry: Computer Software

Time used: Less than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2019

Affordable, comprehensive platform with superior admin / user support

Hundreds of hours saved in responding to questionnaires and RFPs. RFPIO offers very competitive cost savings over most of the larger RFP software providers. The same functionality at a fraction of the cost of the big guys. Customer support is top notch - all questions or requests for help are addressed within the same day (or within 24 hours at most). Great, direct support from the management team - no call centers, no outsourced product support. You get assistance from people who helped build the product.

Pros

RFPIO's answer library is a miracle with great features. The library provides a way to assign different owners and keep individual Q&A pairs updated in real. Access to our stock answers saves our users and SMEs hundreds of hours each quarter and affords them more time to devote to their primary job functions while spending less time on researching technical responses.

Cons

RFPIO is great for small to moderate sized teams. For larger organizations who complete 20 or more RFPs per month with multiple RFP teams working at the same time, multiple, parallel instances of RFPIO may be needed to best suit those needs on a grand scale.

Reasons for choosing RFPIO

Ease of use, simplicity of platform relevant to our team's needs...and COST!!

Response from RFPIO

Thank you, Brian! Hundreds of hours saved...time we're sure well spent! We appreciate your kind words, especially about our support team. We try to have our experts be accessible whenever possible. Thanks again for the high marks and thoughtful review!

Replied May 2019

Elizabeth

Company size: 501-1,000 employees

Industry: Information Technology and Services

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

September 2022

Easy to Use!

Overall, the process has been great. We had to do a quick migration to RFPIO so we would not be locked into a contract with our previous vendor. THey worked with us and helped us get the training we needed as fast as possible to have an MVP.

Pros

RFPIO has helped streamline the RFP process in our organization. We are able to include more SMEs in the RFP process with little to no training. The previous software we used, was very hard to figure out and manage, which resulted in necessary people not wanting to engage with the tool because it was too complicated. RFPIO changed all of this for us and has made it easy for our teams to collaborate.

Cons

We had some issues integrating with Salesforce, and the reporting aspect is still not what we want it to be. We have custom roles, and because we only use SSO we cannot 'impersonate' other roles for training and development purposes.

Reasons for switching to RFPIO

The product was not user-friendly and lacked many features. The final issue that led to the switch was having a production issue for over 4 months that kept us from being able to complete RFPs and resulted in a lot of re-work. Even after multiple escalations to their development, they could not solve their own issue. Our contract was up for renewal so we made the decision to switch.

Michelle

Company size: 10,000+ employees

Industry: Telecommunications

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
2

Ease-of-use

out of 5
1

Customer support

out of 5
2

Functionality

out of 5

September 2022

Great for a range of proposals

The only benefit I have realized this far is the overview and status of the project. Everything else makes my job harder.

Pros

Being able to view an Overview of a project is impactful for proposal managers, showing the completion status, flags etc.

Cons

For large projects, RFPIO is not ideal. Too much clicking to get to sets of questions. Not enough formatting options for ingestion, for example, we receive a lot of RFPs with varying types of checkboxes, RFPIO cannot accommodate this. Its too cumbersome for large RFPs for the proposal manager. For the responders, I believe its more helpful.

Lesley

Company size: 201-500 employees

Industry: Hospital & Health Care

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

September 2022

First Year user Review

it's been great, the support and knowledge base have been exceptional.

Pros

The ability to upload our customer templates and answer on the fly, and then download the completed template. Very intuitive to find responses to questions in the library. Auto tagging Questions & Answers in templates.

Cons

There were a few bumps in the new version and a bit of a learning curve but overall a very good software for our needs.

Reasons for choosing RFPIO

Loopio wasn't ready to integrate into some of the software we use regularly.

Reasons for switching to RFPIO

The ability to integrate into Microsoft Teams, the ease of responding and importing our own templates.

Amanda

Company size: 5,001-10,000 employees

Industry: Translation and Localization

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
5

Value for money

out of 5
2

Customer support

out of 5
3

Functionality

out of 5

September 2022

RFPIO Review 2022

Overall, we have enjoyed using RFPIO and benefited from the system.

Pros

RFPIO provides the workflow automation and a centralized area for customer facing knowledge as expected. The system really has made managing content and bids much more streamlined.

Cons

There are some usability issues (i.e. deleting documents that were previously linked to a Q&A pair, inconstancies with the new and legacy UI functionality, ability to delete comments in the Q&A library, none ideal visibility and filtering for users, etc.). While the system support team is responsive to bug logs, it can take a long time (months) for resolutions or fixes to issues and there is no real proactive communication from our account team.

Reasons for choosing RFPIO

The functionality looked to be more robust and have all of the necessary functionality for our needs at the time and moving forward.

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