RFPIO

RFPIO

RFP/RFI Management

4.8/5 (88 reviews)

RFPIO Overview

RFPIO’s cloud-based RFP software is a response management solution that eliminates the friction often associated with responding to Request for Proposals (RFPs). Through a no-nonsense set-up, simple and intuitive user interface, and robust integrations with Salesforce and Slack, RFPIO's response automation technology empowers customers with a streamlined process, so they can focus on what matters most for their business.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, Europe and 5 others, Germany, India, Latin America, Mexico, Middle-East and Africa

Supported Languages

Chinese (Traditional), English, French, German, Italian, Portuguese, Spanish

RFPIO Reviews

Overall rating
4.8/5
100% positive reviews
73
Excellent
15
Very good
0
Average
0
Poor
0
Terrible
Brian Z.

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
John K.

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
Iris D.

"I Love RFPIO" - The Words That Come Out of My Mouth Everyday

Used Daily for 1+ year
Reviewed on 2019/05/15
Review Source: Capterra

My experience has been nothing but positive! So easy to use and when it is not easy, the support team at RFPIO makes it easy for me.

Pros

I do not even know where to begin! RFPIO has changed the way I do proposals forever, and I cannot imagine being without it. It gives me the time to not just meet the RFP requirements, but to actually be able to customize and tailor my responses, something I did not always have the luxury of time to do. It allows me to complete more RFPs than ever before. I cannot even begin to list everything I love about RFPIO, but one thing that stands out is the collaboration aspect and being able to do a first run of answering questions based on what I have in my library, and then being able to assign questions out and follow their activity, It allows me to meet deadlines with a high quality response time and time again. And saves me time!

Cons

I am going to say NOTHING, because anytime I have had an issue or a desire for a new function, the RFPIO team is so responsive and has helped me through or even added a new feature. The one thing I wish it had, and I believe is in development, is a way to check when a draft of an answer is complete, but not marked as answered yet.

Response from RFPIO

Iris, you've been such a great cheerleader for us and we appreciate your kind words very much! We often hear that people save time by using RFPIO, but it's great to hear how you're maximizing that time by turning up the notch on your RFP quality. Thank you for being a wonderful customer!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Anthony R.

The Most Flexible RFP Tool Available

Used Daily for 1+ year
Reviewed on 2018/12/07
Review Source: Capterra

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.

Response from RFPIO

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jennifer L.

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

RFPIO Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Unlimited users are included with all pricing levels.

RFPIO Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Collaboration Tools
  • Collaborative Workspace
  • Communication Management
  • Document Storage
  • Projections
  • SSL Security
  • Search Functionality
  • Third Party Integration

  • Access Control
  • Chat
  • Commenting
  • Customizable Branding
  • Document Management
  • Drag & Drop Interface
  • File Management
  • Permission Management

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
  • Auditing
  • 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

  • RFPIO is entirely cloud-based—meaning proposals are accessible at anytime, from anywhere.

  • RFPIO integrates with third party applications, such as Salesforce and Slack, for better team focus and visibility.

  • The MyWork dashboard provides instant insights into RFx status.

  • RFPIO automatically stores all past responses and auto-recommends the top responses for questions.

  • RFPs can be imported from spreadsheets, Word docs and other applications, then delegated to SMEs.

  • 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
    • Auditing
    • 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:

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

    Q. What languages does RFPIO support?

    RFPIO supports the following languages:

    Chinese (Traditional), English, French, German, Italian, Portuguese, Spanish

    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, Microsoft Azure, Microsoft Dynamics CRM, Okta, OneLogin, PingFederate, Pipedrive, PipelineDeals, Salesforce Sales Cloud

    Q. What level of support does RFPIO offer?

    RFPIO offers the following support options:

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

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