RFPIO

RFP management software that automates the response process

4,8 /5 (89 reviews) Write a Review!

RFPIO Overview

What is RFPIO?

RFPIO is a cloud-based response management platform and the industry's first AI-enabled solution, trusted by some of the world's smartest companies to support knowledge sharing, collaboration, and the digital transformation of their response processes.

Through robust and bi-directional integrations, with an open API, teams can connect their people and improve content quality and accessibility — enabling collaboration without boundaries. RFPIO is the #1 trusted solution for enterprise organizations for streamlining their responses, managing company knowledge, and responding with confidence to anything.

RFPIO Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Unlimited users are included with all pricing levels.


RFPIO Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, India and 3 others, Germany, Brazil, Mexico
Supported Languages
Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English and 11 others, Finnish, French, German, Italian, Japanese, Korean, Norwegian, Portuguese, Russian, Spanish, Swedish

Media

RFPIO automatically tracks how long each project takes and how much time each contributor spends, giving you visibility into the ROI of your proposal program—and who your high performers are.
Gain insights into your response process from the executive dashboard.
Keep your team on track by creating visibility into project status.
Easily export any response project—including RFPs, RFIs, security questionnaires and DDQs—into the source file or custom template
Collaborate across your entire organization using in-app comments and @mentioning
Assign authors and reviewers to individual questions; contributors are notified their help is needed on their preferred platform (e.g. email, Slack, Teams, or Hangouts).
RFPIO video RFPIO video RFPIO screenshot: RFPIO automatically tracks how long each project takes and how much time each contributor spends, giving you visibility into the ROI of your proposal program—and who your high performers are. RFPIO screenshot: Gain insights into your response process from the executive dashboard. RFPIO screenshot: Keep your team on track by creating visibility into project status. RFPIO screenshot: Easily export any response project—including RFPs, RFIs, security questionnaires and DDQs—into the source file or custom template RFPIO screenshot: Collaborate across your entire organization using in-app comments and @mentioning RFPIO screenshot: Assign authors and reviewers to individual questions; contributors are notified their help is needed on their preferred platform (e.g. email, Slack, Teams, or Hangouts).

RFPIO Reviews

RFPIO Reviews

Overall rating
4,8
/
5
Excellent
74

Very good
15

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,7
Ease of Use
4,7
Customer Support
4,8
100% recommended this app
Brian Z.

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.


Jennifer L.

Beautiful UI, incredibly intuitive

The RFPIO team has been incredibly patient, friendly, and responsive. The level of user support is fantastic.


Verified Reviewer

Great RFP Management Tool and Knowledgebase

Great tool for responding RFPs quickly and easily. Answer library (knowledgebase) is extremely easy to manage


Justin B.

RFPIO makes creating a knowledge base easy

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.


John K.

Incredible software - changed the way I work on proposals.

Fantastic. I've worked in the proposal industry for 8 years, however I've only been with Tenable - and worked with RFPIO - for a year. When my boss introduced me to RFPIO, I almost cried thinking about all the time I wasted with other proposal management tools in the past. RFPIO is the best - whenever I'm on a call with my sales engineers introducing them to the software, I make sure to tell them that this is bar none the best proposal management tool I've ever used. Really - phenomenal job! I'm highly satisfied.


Brian Z.
Industry: Computer Software
Company size: 501-1 000 Employees

Affordable, comprehensive platform with superior admin / user support

Used Daily for 1+ year
Reviewed on 2019/05/21
Review Source: Capterra

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.

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jennifer L.
Industry: Financial Services
Company size: 201-500 Employees

Beautiful UI, incredibly intuitive

Used Daily for 6-12 months
Reviewed on 2019/05/14
Review Source: Capterra

The RFPIO team has been incredibly patient, friendly, and responsive. The level of user support is fantastic.

Pros

The UI on RFPIO is so sleek and elegant, but more importantly, it's incredibly intuitive. Our goal for purchasing this product is to find something that will scale for us as we expand into different verticals, but also that will be easy for non-writer teammates to pick up. I have no doubt that RFPIO is the perfect choice to grow with us.

Cons

Nothing, really. Still figuring out the integration into our template, but that's just lack of time on my part, rather than a flaw in the software itself.

Response from RFPIO

Thank you, Jennifer! Glad to hear that you enjoy the interface and the intuitiveness of the platform. Sleek and elegant; we couldn't have put it better ourselves!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: Computer Software
Company size: 201-500 Employees

Great RFP Management Tool and Knowledgebase

Used Daily for 1+ year
Reviewed on 2019/05/14
Review Source: Capterra

Great tool for responding RFPs quickly and easily. Answer library (knowledgebase) is extremely easy to manage

Pros

Ease of use, project management, team collaboration, suitable pricing model.

Cons

WORD template management needs improvement.

Response from RFPIO

Thanks so much for your review! Sounds like you are using RFPIO to its full advantage. We will share your feedback with the team!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Justin B.
Industry: Computer Software
Company size: 201-500 Employees

RFPIO makes creating a knowledge base easy

Used Daily for 6-12 months
Reviewed on 2019/05/21
Review Source: Capterra

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.

Pros

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).

Cons

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.

Response from RFPIO

Thank you, Justin! Glad to hear the Answer Library is working so well for you. We are always adding fonts and updating the application to accommodate style guides, so you may want to check for updates or reach out to us with recommendations!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

John K.
Industry: Computer & Network Security
Company size: 1 001-5 000 Employees

Incredible software - changed the way I work on proposals.

Used Daily for 1+ year
Reviewed on 2019/05/21
Review Source: Capterra

Fantastic. I've worked in the proposal industry for 8 years, however I've only been with Tenable - and worked with RFPIO - for a year. When my boss introduced me to RFPIO, I almost cried thinking about all the time I wasted with other proposal management tools in the past. RFPIO is the best - whenever I'm on a call with my sales engineers introducing them to the software, I make sure to tell them that this is bar none the best proposal management tool I've ever used. Really - phenomenal job! I'm highly satisfied.

Pros

Generally speaking, everything about this software is incredible. My absolute favorite feature of RFPIO is the Answer Library, specifically the Recommendations toolbar, and how accurate it is. I'd previously worked with Microsoft Sharepoint, which offered no such functionality, and working on proposals was way more tedious and time consuming than necessary. RFPIO fixes that.

Cons

Sometimes RFPIO has a hard time formatting certain files - which is understandable, seeing as different clients present different RFP formats. My two biggest issues are that certain tables, especially in Word format, have to be formatted in "Table Properties," rather than simply being able to click on a cell and making it a Question, Subquestion, etc.

Secondly, I'm often presented with situations where the client's designated answer space is in the same column as the question, just a row down. I don't believe RFPIO can recognize this yet.

Response from RFPIO

Thank you, John! Sounds like RFPIO has made a big impact on how you manage RFPs, and we are so happy to hear that. Your high marks mean a lot to us. Thanks again!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,5/10
Based on 89 user ratings
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RFPIO Pricing

RFPIO Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Unlimited users are included with all pricing levels.

Unlimited users are included with all pricing levels.

Value for Money
4,8/5
Based on 89 user ratings
Compare value for money rating with alternatives
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RFPIO Features

RFPIO Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4,7/5
Based on 89 user ratings
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Categories

Additional information for RFPIO

Additional information for RFPIO

Key features of RFPIO

  • Action management
  • Activity audit
  • Activity dashboard
  • Activity logging
  • Activity management
  • Activity tracking
  • Advanced Search Functionality
  • Application integration
  • Assignment management
  • Audit trail
  • Auto-matching
  • Auto-responders
  • Automatic formatting
  • Automatic notifications
  • Automatic reminders
  • Bid Management
  • Boolean Search
  • Business analysis
  • Collaboration Tools
  • Collaborative Workspace
  • Collaborative review
  • Communication management
  • Configurable workflow
  • Content Library
  • Content Repository
  • Cost Estimating
  • Customizable questions
  • Data import
  • Document Assembly
  • Document Storage
  • Document Tagging
  • Document conversion
  • Document review
  • Document templates
  • Document tracking
  • Email Alerts
  • Email Notifications
  • Full Text Search
  • Gantt Charts
  • Import / Export Data
  • Instant messaging
  • Knowledge base
  • Microsoft Office integration
  • Milestone tracking
  • Mobile alerts
  • Multiple projects
  • Multiple user accounts
  • Native Import/Export
  • PDF conversion
  • Planning tools
  • Privacy options
  • Project planning
  • Project templates
  • Project tracking
  • Projections
  • Proposal Generation
  • Requisition management
  • Resource management
  • Rich Text Editor
  • Rules-based workflow
  • SSL security
  • Sales & operations planning
  • Sales analytics
  • Sales reporting
  • Sales tracking
  • Secure login
  • Self-learning
  • Single sign-on
  • Status reporting
  • Status tracking
  • Task planning
  • Task scheduling
  • Task tracking
  • Template management
  • Third party integrations
  • Time & Expense Tracking
  • Time / Task Reporting
  • To-do list
  • Tracking features
  • Vendor response
  • Version Control
  • Version Management
  • Workflow management

Benefits

  • Automatically respond to commonly-seen questions using an AI-enabled answer library

  • Collaborate with your team via in-app comments and @-mentioning

  • Manage teams, people, and proposals with advanced project management features

  • Make smarter decisions and gain insight into your process

  • Integrate with your favorite CRM, SSO, Cloud Storage, and communication platforms
  • RFPIO FAQs

    RFPIO FAQs

    Below are some frequently asked questions for RFPIO.

    Q. What type of pricing plans does RFPIO offer?

    RFPIO offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Unlimited users are included with all pricing levels.

    Q. What are the main features of RFPIO?

    RFPIO offers the following features:

    • Action management
    • Activity audit
    • Activity dashboard
    • Activity logging
    • Activity management
    • Activity tracking
    • Advanced Search Functionality
    • Application integration
    • Assignment management
    • Audit trail
    • Auto-matching
    • Auto-responders
    • Automatic formatting
    • Automatic notifications
    • Automatic reminders
    • Bid Management
    • Boolean Search
    • Business analysis
    • Collaboration Tools
    • Collaborative Workspace
    • Collaborative review
    • Communication management
    • Configurable workflow
    • Content Library
    • Content Repository
    • Cost Estimating
    • Customizable questions
    • Data import
    • Document Assembly
    • Document Storage
    • Document Tagging
    • Document conversion
    • Document review
    • Document templates
    • Document tracking
    • Email Alerts
    • Email Notifications
    • Full Text Search
    • Gantt Charts
    • Import / Export Data
    • Instant messaging
    • Knowledge base
    • Microsoft Office integration
    • Milestone tracking
    • Mobile alerts
    • Multiple projects
    • Multiple user accounts
    • Native Import/Export
    • PDF conversion
    • Planning tools
    • Privacy options
    • Project planning
    • Project templates
    • Project tracking
    • Projections
    • Proposal Generation
    • Requisition management
    • Resource management
    • Rich Text Editor
    • Rules-based workflow
    • SSL security
    • Sales & operations planning
    • Sales analytics
    • Sales reporting
    • Sales tracking
    • Secure login
    • Self-learning
    • Single sign-on
    • Status reporting
    • Status tracking
    • Task planning
    • Task scheduling
    • Task tracking
    • Template management
    • Third party integrations
    • Time & Expense Tracking
    • Time / Task Reporting
    • To-do list
    • Tracking features
    • Vendor response
    • Version Control
    • Version Management
    • Workflow management

    Q. Who are the typical users of RFPIO?

    RFPIO has the following typical customers:

    Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

    Q. What languages does RFPIO support?

    RFPIO supports the following languages:

    Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Norwegian, Portuguese, Russian, Spanish, Swedish

    Q. What type of pricing plans does RFPIO offer?

    RFPIO has the following pricing plans:

    Subscription

    Q. Does RFPIO support mobile devices?

    We do not have any information about what devices RFPIO supports

    Q. What other apps does RFPIO integrate with?

    RFPIO integrates with the following applications:

    Box, Dropbox Business, Jira, Microsoft Azure, Okta, OneLogin, PingFederate, Pipedrive, PipelineDeals, Salesforce Sales Cloud

    Q. What level of support does RFPIO offer?

    RFPIO offers the following support options:

    Knowledge Base, Online Support, Phone Support, FAQs, Video Tutorials, Forum