As one of RFPIO's early customers, I can honestly say that our experience has been nothing but absolutely amazing. We've been able to calculate massive returns on investment in using their software, and I've enjoyed working with their team so much. RFPIO didn't just introduce me to a proposal tool, they introduced me to the proposal community.

RFPIO has the best document import in the business. It's flexible enough to handle almost any format of document, but still offers plenty of time-saving shortcuts. The export functionality is also very good--it almost always results in a clean, tidy document. I also love the flexibility of the Answer Library. Features like merge tags, intelligent tagging, custom fields, collections and categories mean that the Library is more than capable of handling just about any business case you can throw at it.

My computer tends to have some latency issues when trying to work with large projects, and everything takes maybe just one more click than I'd like, but I also think that the payoff there is an interface which really does not need to much explanation for end-users.

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.

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.

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.

It is very easy to use and makes the business process management effective.

The user interface could be improved. deployment process can be improved.

Overall experience with RFPIO have been quite well as it has fulfilled our current requirements of task management and workflow management.

RFPIO is the amazing tool for task management as well as for workflow management as we in our team has multiple tasks that are assigned independently to other resources and these tasks can be automatically monitored by team lead.Similarly workflow management helped us to follow the pipeline that we built for each iteration of task.

E-signature feature of this tool is not upto the mark also it don't provide more varieties of docs in customised documents section but we can create different instances of the same using valid methods.

It is Easy to use It is Simple Get the job done

There are no extra or advanced features like reporting or Searching capabilities.

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

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.

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.

RFPIO has saved our team and our resources a great deal of time. The more that we have used the tool - the more work we have pre-empted for our SMEs who used to answer any requirements matrices in their entirety.

The Answer Library is by far the most useful feature for our team. Automatically capturing these responses, and manually tagging them with metadata makes search and retrieval easy - and also narrows results in suggested answers significantly making it easy to find what you are looking for (as long as it was capture in a previous project).

We have no really managed to use this as an end-to-end solution yet. It is designed to use that way, but many of our Styles were incompatible with system fonts when we began using the product.

It's quite a luxury to be using Responsive when working with RFPs, customer/vendor questionnaires and similar documents that require gathering knowledge and answering inquiries. Most companies I know still use manual processes for the same and keep on having to redo the same work over and over again. Responsive provides an easy workflow, enterprise level access control and ability to build up a strong database of knowledge bits to semi-automate the necessary tasks and get answers to customers in a much faster way.

While I don't have direct experience with the ETL process that moves questions from customer systems/documents to Responsive, based on what I observe, the platform could be doing a better job of maintaining the question formats (e.g., multiple choice selections, drop-down fields, etc.)

As stated in the title, RFPIO has really changed how we manage the RFP process. It has allowed us to bring all of our SMEs into the system and saved us from countless versioning, passing Word docs around, copying and pasting updates into a master, etc. Our team can communicate and collaborate with ease. It is tremendously cost-effective in that it frees our technical folks and others to spend more time on their core jobs and less time digging for RFP answers.

The ease of collaboration across the company and the ability to manage the RFP process in a far more streamlined fashion than previously. RFPIO allows the user to search for just the right content with ease. RFPIO has truly changed the way we do business -- for the better.

Nothing, really. Whenever I have had an issue (all minor) with how the software works (for instance, a notification I wanted to turn off), the RFPIO team helped me with a workaround. It really works extremely well for us.

It has been a game changer for me. Instead of dozens of never updated, poorly written Google docs, I have a single point of truth. I no longer have to bug sales engineers for questions (hence the title of this review).

The best feature is that it standardizes answers across the enterprise. No more "winging it" and hoping you're not misleading the client,

The usefulness of Responsive depends on how much effort you put into setup and upkeep. If your colleagues don't keep it up to date, it is less valuable.

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

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.

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.

Overall, our experience with RFPIO has been very favourable as it allows us to store, organize, and reuse information repeatedly and efficiently. Organizing the framework of proposals is also very easy and sections can be reordered, added, and removed with ease. A great time saver is the ability to use templates and even clone a previous project to get started quickly.

What I like most about RFPIO is the ability to store content and knowledge in sections and answer format. Once populated with verified content, it reduces the resources required to compile a standard proposal and the author and reviewer functions streamline team contributions. Custom merge fields, categories, keywords, etc. offer a lot of flexibility over how you organize and retrieve your content.

Although RFPIO is a great resource for storing and organizing content and knowledge, it's limited control over the formatting of the content means that exporting proposals through multiple iterations can be time consuming. Word templates do a decent job of providing a base look and feel but working with things such as line spacing, tables, etc. is finicky and image quality from RFPIO to Word document to PDF can result in poor end quality. Once I have compiled the bulk of the project and exported to Word, I tend to continue with Word and then am forced to go back and update any content changes in RFPIO to reflect the final results. It is not efficient to make changes and re-export each time.

I've been using this for 5 months now and feel this is an amazing tool with lot more capabilities than its thought of. With additional features recommended each time in help and support column, this tool is bound to get better and serving a larger client base for ease of usage. NOTE: In future, for all conferences in NYC or wherever, try to send a larger invite so that we all can attend or have web links to be shared :)

RFI, RFPs, Security docs can now be answered effortlessly with collaboration across teams, ease of exporting in same font and space, answer library and docs library, with excellent customer support.

It took some time, now I mean real few months to understand how this works. (Once after that, no more worries, breeze through all your work and turn it back in before you know!)

Overall, RFPIO is a great product. I'm always impressed when I upload a complex source file and the software is able to identify the sections, questions and subquestions. However, I'd love for them to make the question assignment process simpler - I'd like to be able to assign specific questions to someone and still give them visibility on the entire project. Additionally, the multiple team member symbol doesn't indicate which specific members are needed on a specific question. My team members are often confused with the platform, no matter how simple I try to make it for them.

Answer library, smart file upload functionality

Assigning questions to different authors is not very clear cut. I find that I need to assign all questions to all team members involved on a response so that they have visibility on the entire project. Otherwise, they can only see the specific questions that are assigned to them.

Good tool ! Need however internal attention to manage & moderate the content.

Ease of Use, continuous improvement pushed in CI/CD from the cloud.

a) PowerPoint better integrated in the solution to also compose slide decks presentation for RFI responses, or business development pro active proposal. It however then first need a function that can search per slide into presentations of the repository. b) an ability to moderate the answers of completed RFP in the same sequence as they appear into the RFP... for now all the Q&A of an RFP are mixed, which makes the moderator nervous in changing its focus on a series of related Q&A instead of getting them in the logical order

We came over from RFP365, while that was a decent solution, RFPIO turned out to have some more compelling features. What helped us unlock those features were great training sessions to really experience the product. We also had some real specific requirements and they enabled them for the very next day! Just fantastic customer experience.

Looks very attractive. Organized well by projects. Import features are best in class. No more needing to import from a template, we can import right from a spreadsheet the customer gave us!

What we like least the right-hand side panel, we wanted more selections from a list. As well as an Apply button so not to have to copy-and-paste. When we met with them and described this feature, they enabled it the very next day. Just such great customer service.

Scalable solution that is our central repository for responses and providing product management allows a small team to response to a lot of customer requests quickly and correctly.

Having a central store for questions that we've been asked in the past and what our answers for those questions are is very important. We get a lot of RFPs/RFIs and Security Questionnaires around our company and solutions and it is a crowdsourced effort across various teams within our company. Giving everyone access to these past responses and the ability to flag what they apply to and when they need to be refreshed is very key for us to response to customer requests quickly and with a high degree of accuracy and completeness.

We've been using the solution for awhile and we have a lot of data inside. Some needs to be reworded or updated to remain relevant. We plan on using the A.I. capabilities to help with this updating.

Helps to have all rfps in one place!

System is intuitive and easy to learn. Customer support is beyond excellent. Like the archive function.

Unable to tag reviewers to know by looking at the screen [initials?] who has been assigned. You must open the Q/A pair to see. Would strongly recommend holding dedicated training session vs. separate sessions. This user had to 'unlearn' prior product, so it wasn't intuitive. Also, I would like to be copied, or be able to view assignments. I'm not sure what they're getting, and I don't know when it's been answered. May be a user error on my part. Last, the text in the response field is too small on entry. It's easily read after saving.

Exceptional.

It makes collaboration with various stakeholders very easy. Moreover, the answer library reduces the time to respond.

At times, it doesn't support some RFP formats. I understand it is not possible to have a check on all the formats, but a workaround is something I look forward to in future releases.

Great tools for creating & maintaining a reusable answer library for our enterprise software platforms. Project management tools with intuitive dashboards are helpful for team collaboration and juggling ongoing deadlines.

Easy-to-use solution built for enterprise proposal teams

Lack of text / content formatting options in Response / Answers pane

So far, I have had a great experience with RFPio and recommend the software to those working on proposals!

The Answer Library is an awesome feature and it is very easy to use. I love how RFPio automatically recommends answers to questions from your answer library.

The actual interface of going through managing a project in RFPio is not straightforward and a bit confusing.

Experience with vendor has been superb. RFPIO team has been extremely responsive on all fronts, including setup of a trial, training, and support.

The intuitive user interface requires minimal training - casual users can be productive almost immediately. Excellent reporting and dashboards provide real-time metrics and visibility into the status of the response team's efforts - thereby obviating unnecessary response status calls and meetings. The workflow capabilities facilitate the deployment of a repeatable process and controls, going far beyond what you can do through documented business process and policies alone. Prebuilt connectors to apps like Salesforce and Slack foster collaboration among the core response team and across departments. Support for import/export from/to a wide variety of file formats enables use of the tool beyond RFx responses.

Product has not been on the market very long. The response recommendation engine could be more mature.

Re-use of RFP content (responses). Assignment, workflow and progression tracking on a tight schedule with many business and technical team members. The largest value of the RFPIO solution to date has been the ability to quickly ingest and RFP and quickly assign components of the RFP response to relevant team members in a easy to utilize interface.

Ease of use and design layout which make the platform ease to utilize.

As with any SaaS offering, there are always bells and whistles that you would like to add. I have little to no negative feedback regarding the offering.

RFPIO is the software solution our company has been looking for to improve our RFI and RFP responses. Having great software is really important, but it's equally as important to have a solid support system, too. We're thrilled with RFPIO's top-notch customer service. Two of the representatives always go above and beyond to help us whenever we need it. I can't say enough great things about this company!

RFPIO has helped my team knockout RFIs and RFPs much more quickly and efficiently.

While there is a slight learning curve with the software, it's only because RFPIO provides users with such a feature-rich user interface, allowing them to respond to RFIs and RFPs more effectively.

We are able to respond to RFPs from a centralized repository. Ability to keep answers up today with easy to use workflows, and a rating system

We've tested this tool along with two other tools, and this is what made it stand out: - Unbeatable import experience. Out of the two tools, the import was the most customizable and they simply thought about everything - The ability to export answers to source documents - The ability to create custom export templates with company branding - Custom project metadata, and custom content metadata - Greate SF integration with a two way sync - Time tracking - AMAZING support - Question clarification support - Guest user support - Better licensing structure than other RFP solutions - Answer library moderation And a lot more!