RFPIO

RFP management software that automates the response process

About 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.

Key benefits of RFPIO

  • 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
  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, Germany, United Kingdom and 3 others, India, Mexico, United States

    Supported Languages

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

    Images

    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).
    View 7 more
    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).

    Features

    Total features of RFPIO: 84

    • @mentions
    • API
    • Access Controls/Permissions
    • Action Management
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Alerts/Notifications
    • Applications Management
    • Assignment Management
    • Audit Trail
    • Auto-Responders
    • Automatic Formatting
    • Bid Management
    • Collaboration Tools
    • Commenting / Notes
    • Communication Management
    • Configurable Workflow
    • Contact Management
    • Content Library
    • Content Management
    • Cost Estimating
    • Customizable Questions
    • Customizable Reports
    • Data Import/Export
    • Digital Signature
    • Document Automation
    • Document Management
    • Document Review
    • Document Storage
    • Document Templates
    • Due Date Tracking
    • Electronic Signature
    • Email Alerts
    • Full Text Search
    • Gantt/Timeline View
    • Knowledge Base Management
    • Knowledge Library
    • Live Chat
    • Match & Merge
    • Milestone Tracking
    • Mobile Alerts
    • Multiple Projects
    • Multiple User Accounts
    • Offline Access
    • PDF Conversion
    • Pipeline Management
    • Planning Tools
    • Progress Tracking
    • Project Management
    • Project Planning
    • Project Templates
    • Project Tracking
    • Projections
    • Proposal Generation
    • RFP Management
    • RFP Responding
    • Reminders
    • Reporting/Analytics
    • Requirements Management
    • Requisition Management
    • Resource Management
    • Rich Text Editor
    • Rules-Based Workflow
    • SSL Security
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Secure Login
    • Self-Learning
    • Single Sign On
    • Status Tracking
    • Tagging
    • Task Management
    • Task Planning
    • Task Progress Tracking
    • Task Scheduling
    • Template Management
    • Templates
    • Third Party Integrations
    • Time & Expense Tracking
    • To-Do List
    • Version Control
    • Workflow Management

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    Reviews

    Overall rating

    4,8 /5
    (89)
    Value for Money
    4,8/5
    Features
    4,7/5
    Ease of Use
    4,7/5
    Customer Support
    4,8/5

    Already have RFPIO?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 89
    Brian Z.
    Overall rating
    • Industry: Computer Software
    • Company size: 501-1 000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Affordable, comprehensive platform with superior admin / user support

    Reviewed on 2019/05/21

    Hundreds of hours saved in responding to questionnaires and RFPs. RFPIO offers very competitive...

    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!

    Jennifer L.
    Overall rating
    • Industry: Financial Services
    • Company size: 201-500 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Beautiful UI, incredibly intuitive

    Reviewed on 2019/05/14

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

    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!

    Verified Reviewer
    Overall rating
    • Industry: Computer Software
    • Company size: 201-500 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Great RFP Management Tool and Knowledgebase

    Reviewed on 2019/05/14

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

    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!

    Justin B.
    Overall rating
    • Industry: Computer Software
    • Company size: 201-500 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    RFPIO makes creating a knowledge base easy

    Reviewed on 2019/05/21

    RFPIO has saved our team and our resources a great deal of time. The more that we have used the...

    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!

    John K.
    Overall rating
    • Industry: Computer & Network Security
    • Company size: 1 001-5 000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Incredible software - changed the way I work on proposals.

    Reviewed on 2019/05/21

    Fantastic. I've worked in the proposal industry for 8 years, however I've only been with Tenable -...

    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!

    Showing 5 reviews of 89 Read all reviews

    RFPIO FAQs

    Below are some frequently asked questions for RFPIO.

    RFPIO offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Not Available

    Unlimited users are included with all pricing levels.

    We do not have any information about RFPIO features

    RFPIO has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    RFPIO supports the following languages:

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

    RFPIO supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    RFPIO integrates with the following applications:

    Box, Dropbox Business, Duo Security, Gmail, Google Calendar, Google Docs, Google Drive, Google Workspace, HubSpot CRM, Jira, Microsoft Azure, Microsoft Outlook, Microsoft SharePoint, Microsoft Teams, Okta, OneDrive, OneLogin, PingFederate, Pipedrive, PipelineDeals, Salesforce Sales Cloud, Slack

    RFPIO offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for RFPIO.