RFPIO Software


 

RFPIO is a cloud-based request for proposal (RFP) solution that is suitable for businesses of all sizes. Primary features include response management, team collaboration, automated-response setup, data import and export tools and reporting.

Users can automate proposal responses using templates, view and manage the status of each response, collaborate with team members and export responses to a document or spreadsheet. Other features include a time tracker, an answer library, role-based user access, dashboards and auditing tools.

The time tracker module can track resources allocated to a proposal. Users can maintain an audit trail of sent and received responses, manage member access and access reports such as win-loss reports, average completion time and contributor achievement through a dashboard. RFPIO offers integration with Salesforce, Slack, Google Drive, Dropbox, Box, Microsoft Office, Okta and OneLogin.

Support is offered via email and over the phone. Pricing is per month.

 

RFPIO - Answer library
 
  • RFPIO - Answer library
    Answer library
  • RFPIO - Dashboard
    Dashboard
  • RFPIO - Collaboration
    Collaboration
  • RFPIO - Time tracker
    Time tracker
  • RFPIO - User access
    User access
  • RFPIO - Overview
    Overview
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

35 Reviews of RFPIO

Showing 1-20 of 35

 

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Anthony from MasterControl
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2018

December 2018

The Most Flexible RFP Tool Available

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

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.

Pros

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.

Cons

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.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: December 2018

December 2018

 

Thank you, thank you, Anthony! We've learned a lot from working with you, and are so pleased to hear that you are finding community in your work with us and other proposal professionals. We're always looking for ways to make the user experience better, so we appreciate your feedback in that area too. Looking forward to measuring even more efficiencies in the RFP response process with MasterControl!

 

Lauren from HALO Recognition
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2018

December 2018

RFPIO is by far the best RFP software I have ever worked with in my 15+ years of proposal management

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

RFPIO's team is so cooperative, and responsive! Their goal is truly to be a partner to us in our RFP efforts.

Pros

RFPIO is flexible and powerful and saves us time. It allows us to fully manage our library of responses, as well as attachments and projects, with easy visibility into what is going on. Even better it allows multiple divisions of our company to manage everything in one system!

Cons

There is nothing we don't like about RFPIO.

Review Source: Capterra
 

Mike from Novarad
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2018

December 2018

RFP Answering Made Easy

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

My experience with the product and the company and its employees has been great. I highly recommend RFPIO to those in the industry.

Pros

I liked how the software was intuitive and fit my needs.

Cons

Sometimes the format of the RFP is not exactly like options in RFPIO.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: December 2018

December 2018

 

Thanks, Mike! You've been a great advocate for us. It was great to meet you at the user conference, and we hope to see you at the next one!

 

Rhonda from Medecision
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

I can't imagine responding to an RFP without RFPIO ever again!

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 ease of usability and intuitiveness. A new user can be independent with less than 10 minutes introduction. We recently completed a complex government RFP with over 20 new internally users and multiple external consultants who were all able to quickly and confidently use RFPIO to provide content for our compelling response. The complexity is unimaginable in a historical Word redline version management process.

Cons

Have not found any yet! Wish I would have known about RFPIO sooner.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: December 2018

December 2018

 

Thank you for the high marks, Rhonda! We wish we'd known about you sooner too. :) Appreciate the kind words, and we're pleased to know that RFPIO is making things easier for you and all your many collaborators. Looking forward to working with you in the new year!

 

Brecca from Informatica
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2018

December 2018

We couldn't do what we do without RFPIO

Ease-of-use

Functionality

Product Quality

Customer Support

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

Ease of use, organization features within the answer library, collaboration tools, dashboards and reporting

Cons

System defaults to too many email notifications. Must configure what notifications you'd like to receive. Very minor complaint.

Review Source: Capterra
 

Collette from Yes Marketing
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2018

December 2018

Game changing for the RFP team

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

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.

Pros

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.

Cons

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.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: December 2018

December 2018

 

Thank you for such a thoughtful review, Collette! We love hearing that your teams are collaborating better and your RFP process has gotten stronger. Cheers to our continued partnership with you and the Yes Marketing team!

 

David from IDMWORKS, LLC.
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2018

December 2018

RFPIO Rocks!

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

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.

Pros

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

Cons

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.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: December 2018

December 2018

 

Thanks, David. We think you rock too! Glad to hear you're able to collaborate on RFPs more quickly and easily; that's our goal. We really appreciate that you took the time to give us this feedback!

 

John from Starhome Mach
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Excellent intuitive software with amazing support

Ease-of-use

Functionality

Product Quality

Customer Support

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

RFPio has improved our RFP response through the answer library and the ability of users to quickly find their unanswered questions, collaborate with team members, and reassign questions.

Pros

Very easy to use, intuitive.
Flexiblity for users.
Answer library

Cons

Nothing so far.
Every time I have encountered a problem the very quick support response
has shown me how to resolve it.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: November 2018

November 2018

 

Thank you, John! Sounds like you've been able to get up and running quickly with RFPIO and the support team has been able to help. Always great to hear that your RFP response processes have been improved - that's our mission. We appreciate you taking the time to let us know!

 

Adam from BriteCore
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2018

October 2018

RFPIO delivers top-notch software and 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

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!

Pros

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

Cons

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.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: October 2018

October 2018

 

Thank you for your kind words, Adam. We¿re thrilled to hear RFPIO has helped improve your RFI and RFP process. We are glad that you and your team were happy with the service as well, our dedicated support team will be pleased to hear your feedback.

 

Barrett from Exari Systems
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2018

July 2018

Game Changer

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

RFPIO has changed the way we do RFPs. Instead of subject matter expects dragging their feet and complaining about yet another RFP, they are excited to help out. This is due to the great answer library, recommendation engine, and great interface.

Not to mention that they have a great customer success team which always lends a friendly hand when need be.

Cons

The software is only as good as the data you put into it. If you don't take care of the library, the system won't be nearly as good.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: November 2018

November 2018

 

Thank you for the review, Barrett! And great advice on the importance of quality in the answer library content. Glad the team has been helpful and it's been a game changer for your RFP processes. It's been great working with you and we look forward to a continued partnership with Exari!

 

Bradley from EMS Software
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

Great Company to work with and a Great Product to use

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

RFP process end to end and the Answers Library.

Pros

Very user friendly UX. The answers library is a great tool even without doing RFPs or response projects. Just to have it as a Q&A repository that can be easily mined.

Cons

The upload process is a bit difficult to get used to but no other provider has figured out an easy way to this. Once you get used to it, it becomes easier and easier.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: September 2017

September 2017

 

Thank you for taking the time to complete this review, Brad. We are really excited to be partnering with you and your team at EMS. If you see any functionality improvements to the import process, please don't hesitate to let us know.

 

Ali from Thycotic
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

A great tool that supercharges your RFP response process!

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

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

Pros

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!

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: September 2017

September 2017

 

Hi Ali, Thanks for taking the time to complete this review. We are very excited to be working with you and your team at Thycotic. Please let us know if you have an further product recommendations.

 

Gavin from Cision US Inc.
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2017

August 2017

RFPIO - Best Solution for RFP Collaboration and Automation

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

We were able to save over 1,000 hours in the first five months by designing and building a customized, scalable and repeatable process for handling a large number of RFP's and IT Security Questionnaires. RFPIO easily allows us to invite multiple contributors, authors, and reviewers to work collaboratively on projects.

Pros

I compared RFPIO to 5 other companies (Qvidian, Xiat, Loopio, RFP365) and came to the conclusion that RFPIO offers the best platform and pricing structure. Based on my experience with other well known systems, RFPIO is designed with the end-user in mind. It allows for collaboration among SME's without having to acquire additional licenses. Very little training is necessary to use RFPIO and they have been adding new features without creating complexity.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: September 2017

September 2017

 

Thanks for taking the time to write a review, Gavin. We are still very excited to partner with you and your team at Cision US. We're glad you have seen success using the solution. Keep up the great work!

 

Keith from QAD, Inc.
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2017

August 2017

RFPIO = Innovative RFP/RFI Pain Relief

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

What has separated RFPIO from other offerings was their ability to support large enterprise software RFPs, which require coordination and input from many across our organization. Our users love the easy import and export, ability to assign owners and manage the project through actionable analytics, qualify deals through capability analysis, and quickly access prior RFP responses validated by SMEs. Response accuracy is critical to us, and RFPIO's Answer Library makes SME approval and maintenance of prior responses very easy. Multi-language support is also helpful for adoption in our globally distributed organization. I can't think of an area I like "least" about RFPIO. The solution is very robust, but also evolving very fast. Any feedback we've had on potential improvements have been implemented very quickly. The RFPIO support and development is excellent. If I had a least favorite item to call out, I imagine my review would quickly become outdated.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: August 2017

August 2017

 

Thank you for taking the time to write a review Keith. We are so excited you and your team at QAD are seeing success with RFPIO.

 

Keith from QAD Inc.
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2017

August 2017

We reviewed over 30 solutions, narrowed to 6 for detailed review - RFPIO was the clear winner.

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

We are just coming out of the pilot phase, but expect this to significantly decrease our turnaround time for responding to a request. Additionally, we see this software making collaboration and review much more accurate and convenient.

Pros

RFPIO had some very unique capabilities when we first reviewed it, importing RFP's from a variety of sources was a real differentiator. The pricing model based on active RFP's rather than concurrent users fit our decentralized model perfectly.

Cons

We were coming from a home grown process and have had to rethink how we manage the RFP's. There were some usability issues, but in the pilot process RFPIO addressed all our requests rapidly and professionally.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: August 2017

August 2017

 

Thank you for taking the time to write a review, Keith. We are so excited to be working with you and your team at QAD. I'm so glad you are seeing success with RFPIO.

 

Vickie from MGIC
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

August 2017

August 2017

The customer support is excellent. RFPIO really cares.

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

Being able to attach owners, set a review cycle where they will be notified automatically to update answers and documents within the database. Also the feature of recommendation when answering questions. To be able to add the correct answer to a question in one click while in just one database.

Pros

The RFPIO team willing to add features for our particular needs! The ease in starting a new project and being able to complete it quickly with the help of the database. Love the reporting capabilities. Glad to have the discussion section for documenting conversations.

Cons

I think it would be most helpful to have tutorial training videos in the self help center. Wish we could save attachments that could be opened within the discussion section.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: August 2017

August 2017

 

Thank you for taking the time to review the solution, Vickie. We are so excited to be working with you and your team at MGIC. Keep up the great work.

 

Gayle from Ventiv Technology Inc.
Number of employees: 201-500 employees Employees number: 201-500 employees

August 2017

August 2017

I use RFPio on a daily basis to respond to multiple rfps.

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

Helps to have all rfps in one place!

Pros

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

Cons

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.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: August 2017

August 2017

 

Thank you for taking the time to write a great review, Gayle. We're glad to hear you're finding success with RFPIO.

 

JENNIFER from Veyo llc

July 2017

July 2017

Great software for the value

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

RFPIO is a great software for RFP proposal management. It does require learning a new process but the team is great with training. The library for storing content is good and what we need at this time. Pricing is done by #of RFPs vs # of users.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: July 2017

July 2017

 

Thanks so much for the wonderful review, Jennifer! We're glad to hear you're finding success already with RFPIO.

 

Brandon from Zoom Video Communications, Inc.

February 2017

February 2017

RFPIO to the rescue!

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

RFPIO has already shown so much value in a short amount of time. The source format import function is a favorite of mine as I see many different types of documents on a weekly basis. I would say the feature(s) I am most excited to use would have to be tagging and reporting. When you have as many documents changing as many hands as we do, it will definitely help to have the workflow trails available for internal auditing and progress tracking. Additionally, I think that RFPIO helps us formalize our RFP process and will contribute to building better interdepartmental efficiency.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: February 2017

February 2017

 

Thanks for the great review, Brandon. We love the title...RFPIO to the rescue!

 

Brad from EMS Software
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Great Piece of Software!

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

So far so good. The RFPIO team has been wonderful to work with; they have been very flexible and available. We look forward to using the software more and uncovering ways that RFPIO will help us make our RFP responses a bit easier and more efficient.

Pros

Version control, answers library and answer library control

Cons

The upload process is clearly the more technical or difficult part of the process but not sure you can make it any easier than what has been created.

Review Source: Capterra

  Response: RFPIO, RFPIO

Date: February 2017

February 2017

 

We're so glad RFPIO is already benefitting your team, Brad! Thanks for your partnership.