eRFP

RATING:

5.0

(3)
Overview

About eRFP

eRFP is a cloud-based request for proposal (RFP) management solution designed for institutional investors. It offers mandate management, user proposals and purpose proposals. eRFP features an advisor search portal, which enables users to add vetted investment advisors to RFP documents. eRFP also features virtual guidance, which provides users a step-by-step guide for creating proposal documentation. The product also features an advisor collaboration portal, where advisors and committees can discuss the details of a proposal. Users can search sample RFP questions from a repository and include them in proposals. The solution is able to generate due diligence documents, which provide committees with required documentation for vetting proposal content such as...

eRFP Pricing

Pricing is customized based the RFP type, frequency and size.

Starting price: 

$500.00 

Free trial: 

Available

Free version: 

Available

Advisor search
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eRFP Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for eRFP

3 Reviews

Gaye

Individual & Family Services, 11-50 employees

Used less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2018

In Hub was an efficient and effective means to compile responses to the many questions in our RFP.

The software was an efficient and effective platform to host, compile responses, and communicate with bidders. The process is documented in one central location and the RFP information was available to all users throughout the process. In Hub produced a due diligence report that is helpful for our documentation purposes. The software saved me alot of time I might have spent cutting, pasting, information from the bidders to facilitate decision making.

PROS

In Hub saves time for all involved in the RFP process. The software interface is pretty intuitive and addresses the key steps in the process in an organized and professional way. I appreciate the fact that all communications are documented in the platform and the ability to score the proposals using our criteria was helpful in structuring our discussion about the bidders. I received compliments from bidders who thought the RFP process was well-run and I think the platform helped to reinforce our process as comprehensive and thoughtful. In Hub staff were readily available to me when I had questions about the platform or needed advice on best practices on the RFP process. The process of getting the site up and running was simple and happened very quickly which helped us to adhere to our timeline. The reporting capabilities were robust and included the ability to filter the data in various ways with a few clicks. Overall, I found the tool to be well designed, easy to use , and efficient.

CONS

There is very little I did not like about the software. For users who need guidance on how to use the software, In Hub is working on some brief tutorials but, support is also readily available for users who call or email In Hub.

Priscilla

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed March 2016

Amazing eRFP technology every fiduciary should use

The process was fantastic. If we had handled this ourselves (offline and without the virtual guidance) it would have taken MONTHS if not a year longer! We would absolutely recommend InHub to other investment committees that plan to do an Advisor RFP. InHub has a class act of teammates and was worth every penny!

Brian

Non-Profit Organization Management, 201-500 employees

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2016

Great product!!!!

A great tool to help with a project that requires coordination and organization. I highly recommend.

PROS

A centralized location for maintaining RFP responses. Also allows the comparison of multiple responses at one time.

CONS

Navigation can be tricky at first.