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

91 Reviews of RFP365

Showing 1-20 of 91

 

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Jim from Ceridian
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Very Easy to Use

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

I would highly recommend and would love to have all RFPs on this tool.

Pros

One of the best user friendly RFP tool I have used.

Cons

I had an issue with getting one employee connected. The wrong email address was used and had to call support to get person added.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: October 2018

October 2018

 

Jim, thank you for your very positive review! Our team works hard to ensure RFP365 is intuitive, so we love that you found our solution easy to use! Also, you're always welcome to contact our support team with any and all questions, but please know that you and your team have the credentials to update user email addresses in the user tab if/when needed. Thanks again for your kind review!

 

Laura from Kaman Industrial Technologies
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

My Reveiw

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Very easy to use

Pros

I liked that it is easy to see where I need to come back to when I have skipped a question that requires further review.

Cons

I would like the ability to download my responses.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: October 2018

October 2018

 

Laura, thank you for your review! We're glad you enjoyed using RFP365 to respond to your RFP. We also wanted to let you know that you can export responses when/if you click on the export tab at any time. In the future if you have any other questions, please don't hesitate to let us know. We're available at support@rfp365.com or (844) 737-0365 opt. 2

 

Anna from ADP, LLC
Number of employees: 10,000+ employees Employees number: 10,000+ employees

September 2018

September 2018

First Time User

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

This was my first time using your program. Overall I found it intuitive and a breeze to navigate.

Pros

I like that your program tracks status. Plus, it was easy to use.

Cons

Today it seemed like it was taking a while to save my changes, but that might have been due to high traffic on the due date.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: October 2018

October 2018

 

Anna, thank you for your positive, five-star review! We're glad you found our solution easy to use and that you liked how you could track your program status!

 

Kate from Quetica, LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

RFP365 Review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

It's a collaborative process.

Pros

We liked tracking and the assignment of tasks.

Cons

Cutting and pasting was challenging - formatting was difficult.
Graphics and Callouts are difficult to incorporate.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: September 2018

September 2018

 

Hi Kate, We're glad you liked the tracking features and ability to assign tasks. We'd also like to apologize for the challenges you experienced incorporating graphics and callouts. This was a short term issue and a fix for it is underway. We're genuinely sorry you were impacted by this brief outage of functionality.

 

Conor from Rubicon Global
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2018

September 2018

Thanks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Feature for approvers to review and accept language.
Completion percentage status.
Online submission.

Cons

Formatting of responses in Export was really not great.
Lack of ability to format (for example, adding line breaks) in the first part of the RFP was really not great.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: September 2018

September 2018

 

Hi Conor, we're glad you liked the review functionality and reporting features! We also appreciate your feedback on the exports. We recognize that we can optimize this part of the solution and are in the process of making updates, which we believe will be really well received. Thank you for your positive review!

 

Susan from Woods Rogers PLC
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Commonwealth of VA RFP

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
Value
Support

Pretty much easy. I wish all RFPS were done in this format.

Pros

It offers a format for the responder, vs. having the responder design and print a response. I like the cost savings!

Cons

I would have liked to be able to print the entire list of sections and questions. It would have made it easier to put the response together.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

Hi Susan, thank you for your glowing review! We're so glad you enjoyed using RFP365.

 

Amanda from McCandlish Holton P.C.
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Great Product!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Very good.

Pros

Ease of answering questions and drop down boxes.

Cons

Not able to format font on all questions or look of paragraph.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

Hi Amanda, thank you for your feedback! We're really glad you found RFP365 easy to use! Next time you use RFP365, please know that with our dynamic rich text editor you can update fonts. We're here to help, so as you have questions, please feel free to reach us online and/or via phone at 844.737.0365.

 

Mary from Booth, Strange & Daniel
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Takes some getting used to, but I will get used to it

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

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.

Pros

I 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.

Cons

Very 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 let me fill it again without retyping.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

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.

 

Marilyn from Clarke, Dolph, Hull & Brunick, PLC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Virginia UEF Application

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I liked how simple it was to navigate. I also liked that it was easy to confirm the submission of the SFP.

Cons

I did not like that I could not change the font. When I exported the application, some answers were different fonts, and I was unable to modify the font. I also did not like that sections required uploads when the comment section could have contained exactly the same information, example applicant name and title, pricing proposal.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

Hi Marilyn, we appreciate you posting your review and are really glad you found RFP365 easy to navigate! We're sorry there were struggles with the fonts. Our dynamic rich text editor can be utilized to update fonts, so if you struggle with this in the future at all, please know that our support team is available online and/or via phone at 844.737.0365 and can help with this. Also, RFP365 gives RFP issuers the ability to dictate response types, which means the organization that sent you the RFP determined the requests for uploads. If you have any other questions or concerns, please don't hesitate to let us know and thanks again for your positive review!

 

Anne from Pender & Coward, P.C.
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Easier than the paper submissions!

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

It was good! Really looking forward to using this program for future proposals.

Pros

It was helpful to have the Knowledge Base for responses that were the same across multiple proposals. After the initial learning curve, the features were intuitive and worked well.

Cons

Only one person can be designated as the default writer at a time. As such, we resorted to naming multiple people as managers for ease of completing the proposals.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

Anne, thank you for your really nice review! We love hearing from RFP365 users like you. We're so glad the software was easy and helpful for you and your team! Assigning multiple people as managers in the system is certainly a great tactic to meet your needs if you prefer multiple default writers. We look forward to working with you and your team again soon!

 

Steve from Butzel Long
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Dealing with the Commonwealth

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

It was very easy to respond to the Commonwealth's RFP. Everything was straightforward and intuitive.

Cons

None. There were no shortcomings other than a glitch with downloading a PDF.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

Steve, thank you for your kind review! It makes our entire team happy to hear that you found RFP365 to be straightforward, intuitive and worthy of a five-star rating!

 

Mark from McGuireWoods LLP
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2018

August 2018

RFP365 is one of the better web-based RFP platforms

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

Very easy to use. Very easy to transfer text from Word to the site without losing too much formatting. Very clear in terms of which questions had character limits. Dashboard on left showing how many questions were complete/incomplete very helpful as well.

Cons

A few of the responses included a Comments field and a Browse field (to upload attachment). I didn't know until very late that an attachment was required for these fields!

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

Mark, thank you for your positive review! We're glad you had an easy time answering your RFP and that you liked the built-in dashboard! We're also happy to hear that you were able to upload attachments, as needed!

 

Patrick from Kutak Rock LLP
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

August 2018

August 2018

Vendor Review

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

Our firm is obliged to use RFP365 to respond to RFPs from a particular governmental entity. As noted above, the experience was easy.

Pros

It was very easy to paste questions into the software and to upload documents.

Cons

Can't think of anything negative. RFP365 is excellent, especially in comparison with other online portals I've encountered in my work.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

Hi Patrick, thank you for your glowing review! We're so glad you enjoyed using RFP365 to respond to your RFP.

 

James from The Knicely Law Firm, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Virginia AG Proposal

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Generally positive for the first time. It would be better if there was a more direct method of providing the questions in the RFP in a downloaded Word format so that they could be answered offline and uploaded. That would be easier functionally to do.

Pros

Organization was user friendly and it was easy to determine progress and/or completed/uncompleted portions.

Cons

Font is too small. Also, there is a font differential from those segments that have normal word processesing functions and those that do not.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

Hi James, we love that you liked working with our team and that the progress dashboards were helpful! Next time you use RFP365, please know that with our dynamic rich text editor you can update fonts. You can also use our tool to zoom in as needed. We're here to help, so as you have questions, please feel free to reach out. We're available online and/or via phone at 844.737.0365.

 

Bert from Newtec
Number of employees: 201-500 employees Employees number: 201-500 employees

August 2018

August 2018

Experience as a Bid Manager

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

Knowledge base, built-in approval workflow

Cons

sometimes counterintuitive. When - as approver - editing a previously completed section of the RFP answer, the content disappeared. (pressed the wrong button?)

Would like to see the functionality to be able to reply to comments. Comments could then be shown in a thread viewx.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

HI Bert, thank you for your kind review! Our solution doesn't auto-save, so if it looks like content disappeared, it's most likely because it wasn't saved or possibly a wrong button was pressed, as you noted. Also, for your next RFP, please know that we have a robust comments section to assist with internal communications and a dynamic message board that allows you to communicate with the vendor. If you have any other questions, our support team is fantastic and can be reached at 844.737.0365. Thanks again for reviewing RFP365!

 

Mike from Carlson Wagonlit Travel
Number of employees: 10,000+ employees Employees number: 10,000+ employees

August 2018

August 2018

RFP Provision of travel management services the star entertainment group

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

Very positive experience all round.

Pros

Ease of use
Functionality
Being able to embed images/graphs/charts into the questions
customer support

Cons

Does not function well on internet explore. Must use google chrome

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

Hi Mike, we appreciate your high praise and are glad you had a very positive experience with our solution! You're correct that RFP365 is best leveraged with Google Chrome, which is often well received because they perform exceptionally well together. Thanks again for your positive review!

 

Joy Beth from Benefits in a Card

August 2018

August 2018

Easy to complete, thorough, covered all bases.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

One central location for everyone to access when you have several branches to manage and hopefully be consistent.

Pros

Knowing that it is available to a bigger audience. Hopefully everyone uses it and keeps it updated.

Cons

Not knowing if it's going to be used. A little confusing on how you are notified, what information needs to be sent and how often to check it.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

Thank you so much for your kind and thoughtful feedback, Joy! We're glad to hear you found RFP365 easy to use and able to fulfill your needs. We appreciate your feedback on the notifications and will share your it with our product team. Thanks again!

 

Craig from Corrigo

July 2018

July 2018

The best RFP system I have ever used!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like several things: The fact that everything is accessible from one page, quick notes to the RFP owner, notes for myself as I work the RFP, assignment of questions to coworkers easily, and the ability to save all answers into a knowledge base for future use.

Cons

I'll be honest, I'm not sure that I encountered something I didn't like. The system is great and I am sure there are slight improvements, but it is so intuitive and easy to use that I don't know what to suggest for improvements.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: August 2018

August 2018

 

Thank you so much for your glowing review, Craig! We love hearing that you find the RFP365 solution helpful, intuitive and easy to use!

 

Gregg from Maestro Health

July 2018

July 2018

Clean user friendly interface. Good functionality. Responsive customer service.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ease of use; Good functionality. Clean user friendly interface; responsive customer service, willing to make changes to improve platform; Import function is good

Cons

Search function could be a little better; That's really about my only suggestion as RFP365 is a robust product at a fair price.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: July 2018

July 2018

 

Thank you for your 5-star review and helpful feedback! We're always on the look out for advice on updating our solution, so a member of our Client Success team will be in touch to discuss your ideas to optimize our search function shortly. Thanks again!

 

Vohara from Buyatab Online

July 2018

July 2018

A truly amazing experience that takes the RFP process for boring to exceptional. Truly gamechanging

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The UI/UX is amazing. Very user friendly, easy to navigate. I enjoyed the response section which made it easy to format, attach and edit. The question functionality was really cool.

Cons

It still is a little buggy as buttons do not work when clicked. A few times I found myself clicking or refreshing the page to ensure the proper functionality.

Review Source: Capterra

  Response: UPG Solutions, RFP365

Date: July 2018

July 2018

 

Thank you for your 5-star review! We're very proud of how easy our solution is to use. We will share your feedback on the buttons with our QA team, so they can investigate and resolve any issues.