RFPIO Features

RFPIO

RFP/RFI Management

4.96/5 (26 reviews)

RFPIO Feature Summary

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

Collaboration Feature Comparison

Most popular features of all Collaboration apps

API (177 other apps)
Access Control (116 other apps)
Activity Dashboard (80 other apps)
Activity Tracking (76 other apps)
Automatic Notifications (107 other apps)
Chat (100 other apps)
Collaboration Tools (176 other apps)
Collaborative Workspace (134 other apps)
Commenting (122 other apps)
Communication Management (76 other apps)
Customizable Branding (82 other apps)
Document Storage (113 other apps)
Drag & Drop Interface (97 other apps)
File Management (86 other apps)
Instant Messaging (79 other apps)
Permission Management (106 other apps)
Projections (115 other apps)
SSL Security (97 other apps)
Search Functionality (147 other apps)
Third Party Integration (109 other apps)

Competitor Feature Comparison

API
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Application Integration
Assignment Management
Audit Trail
Auditing
Auto-Matching
Auto-Responders
Automatic Formatting
Automatic Notifications
Automatic Reminders
Bid Management
Boolean Search
Business Analysis
Charting
Collaboration Tools
Collaborative Review
Collaborative Workspace
Communication Management
Configurable Workflow
Content Library
Content Repository
Cost Estimating
Customizable Questions
Customizable Templates
Data Import
Data Import/Export
Document Assembly
Document Conversion
Document Review
Document Storage
Document Tagging
Document Templates
Document Tracking
Email Alerts
Email Notifications
Full Text Search
Gantt Charts
Instant Messaging
Knowledge Base
Microsoft Office Integration
Milestone Tracking
Mobile Alerts
Mobile Integration
Multiple Projects
Multiple User Accounts
PDF Conversion
Planning Tools
Privacy Options
Progress Tracking
Project Management
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
Search Functionality
Secure Login
Self-Learning
Single Sign On
Status Reporting
Status Tracking
Tagging
Task Planning
Task Scheduling
Task Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Time / Task Reporting
To-Do List
Tracking Features
Vendor Response
Version Control
Workflow Management
Learn moreCompare App
API
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Application Integration
Assignment Management
Audit Trail
Auditing
Auto-Matching
Auto-Responders
Automatic Formatting
Automatic Notifications
Automatic Reminders
Bid Management
Boolean Search
Business Analysis
Charting
Collaboration Tools
Collaborative Review
Collaborative Workspace
Communication Management
Configurable Workflow
Content Library
Content Repository
Cost Estimating
Customizable Questions
Customizable Templates
Data Import
Data Import/Export
Document Assembly
Document Conversion
Document Review
Document Storage
Document Tagging
Document Templates
Document Tracking
Email Alerts
Email Notifications
Full Text Search
Gantt Charts
Instant Messaging
Knowledge Base
Microsoft Office Integration
Milestone Tracking
Mobile Alerts
Mobile Integration
Multiple Projects
Multiple User Accounts
PDF Conversion
Planning Tools
Privacy Options
Progress Tracking
Project Management
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
Search Functionality
Secure Login
Self-Learning
Single Sign On
Status Reporting
Status Tracking
Tagging
Task Planning
Task Scheduling
Task Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Time / Task Reporting
To-Do List
Tracking Features
Vendor Response
Version Control
Workflow Management
Visit WebsiteCompare App
API
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Application Integration
Assignment Management
Audit Trail
Auditing
Auto-Matching
Auto-Responders
Automatic Formatting
Automatic Notifications
Automatic Reminders
Bid Management
Boolean Search
Business Analysis
Charting
Collaboration Tools
Collaborative Review
Collaborative Workspace
Communication Management
Configurable Workflow
Content Library
Content Repository
Cost Estimating
Customizable Questions
Customizable Templates
Data Import
Data Import/Export
Document Assembly
Document Conversion
Document Review
Document Storage
Document Tagging
Document Templates
Document Tracking
Email Alerts
Email Notifications
Full Text Search
Gantt Charts
Instant Messaging
Knowledge Base
Microsoft Office Integration
Milestone Tracking
Mobile Alerts
Mobile Integration
Multiple Projects
Multiple User Accounts
PDF Conversion
Planning Tools
Privacy Options
Progress Tracking
Project Management
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
Search Functionality
Secure Login
Self-Learning
Single Sign On
Status Reporting
Status Tracking
Tagging
Task Planning
Task Scheduling
Task Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Time / Task Reporting
To-Do List
Tracking Features
Vendor Response
Version Control
Workflow Management
Visit WebsiteCompare App

RFPIO Feature Reviews

25 reviewers had the following to say about RFPIO's features:

Josh Itzoe

RFPIO Transforms Our RFP Submission Process

2016-09-26

Second, the library feature has also provided an extensive, easily searchable repository of previous answers that streamlines the process of finding information and not "recreating the wheel". Third, it's allowed me to start involving other members of my team who can find information without relying on me to remember where to find old answers that might be relevant.

Pros

-Time savings -Library feature -Calendar and task management during the completion process -Ability to delegate to other team members -Very helpful and responsive support

Cons

-Would like to see better integration with Salesforce, especially around task management -We have had a little bit of trouble with formatting but nothing major

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10

Recommendations to others considering RFPIO

I'd highly recommend RFPIO. I searched for and demo'd other products but this tool seemed to really fit our needs the most. The support was fantastic as well.

Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks for your review and partnership, Josh! We're thrilled that you are achieving positive ROI from the time savings you are experiencing with RFPIO¿music to our ears!

Read more
abhinay gajula

One of the Best Bid Management Software available in the Market

2016-12-22

This tool has comprehensive functionalities around Bid Management, Library Search, Proposal preparation and responding to RFPs .

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks, Abhinay! So happy you're responding to RFPs faster. That's great news!

Read more
Michael Ketchmere

Modern SaaS RFP Response Solution

2016-09-20

Experience with vendor has been superb. RFPIO team has been extremely responsive on all fronts, including setup of a trial, training, and support.

Pros

Excellent reporting and dashboards provide real-time metrics and visibility into the status of the response team's efforts - thereby obviating unnecessary response status calls and meetings.

Cons

Product has not been on the market very long. The response recommendation engine could be more mature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering RFPIO

Definitely worth a look. Delivers more value for the money than other tools I've looked at in this space.

Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Michael, thank you for such a kind review. The word "superb" put a big smile on all of our faces. We appreciate your partnership!

Read more
Ali Falahi

A great tool that supercharges your RFP response process!

2017-09-22

Ability to keep answers up today with easy to use workflows, and a rating system

Pros

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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


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.

Read more
Bryce Richardson

RFPIO is a great tool for streamlining the RFP response process

2016-12-01

I've worked extensively with Ganesh and Mitchell and they have been very receptive to my questions and comments. When I had an idea for new functionality, they not only took it under consideration, they quickly rolled it out in an update.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks for your partnership, Bryce!

Read more
Gavin O'Donoghue

RFPIO - Best Solution for RFP Collaboration and Automation

2017-08-31

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.

Pros

It allows for collaboration among SME's without having to acquire additional licenses.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


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!

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Vickie Kusch

The customer support is excellent. RFPIO really cares.

2017-08-24

Being able to attach owners, set a review cycle where they will be notified automatically to update answers and documents within the database.

Pros

Love the reporting capabilities.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


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.

Read more
Jessie Carver

Most Effective RFP Software Available!

2016-12-09

After spending years vetting/trying a myriad of inferior RFP management software and applications, I can't recommend RFPIO highly enough.

Pros

The software itself: The automated workflow, ability to assign whole sections or individual questions to team members, project tracking, answer library, proposal templates, etc.

Cons

There are a few minor glitches with text formatting when uploading previous proposal responses, but they are aware of these and I expect a timely resolution.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering RFPIO

This software is the smartest solution out there for companies of any size who respond to RFPs. It requires some time investment to get the answer library populated when initially starting but it's worth the time up front in how much efficiency it creates moving forward.

Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks for the amazing review, Jessie! We're so happy to hear about your improved productivity. That's what we like!

Read more
Robert Adrian

Great app for automating proposal development and responses to RFPs

2016-11-08

You can build templates, add your own brand elements and put your best foot forward with your proposals.

Pros

Easy to use, excellent user experience

Cons

It take a bit of time to get brand elements and templates loaded, but worth the effort

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering RFPIO

I recommend that all professional services firms give RFPIO a try.

Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks for the wonderful review, Robert! We greatly appreciate your partnership.

Read more
Theodore Papailiou

Save Time, Improve your Customer Experience

2017-01-22

We were presented with our first Security Due diligence request.

Pros

Intuitive solution that helps streamline an otherwise tedious process providing consistent results. The UI is well thought out and the team at RFPIO is continuously improving the product and soliciting their customers input.

Cons

The product is still fairly new and so some things are missing, but as mentioned above, the team at RFPIO is extremely responsive to input and work tirelessly to improve the product

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks for the wonderful review, Theodore! We are so excited to partner with eOriginal.

Read more
Brad Bieber

Great Piece of Software!

2017-02-06

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


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

Read more
Tess Walker

rfpio: Absolute Game Changer

2016-10-11

One of my personal favorite features is the ability to add customized document templates, which we control, to the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Tess, thank you for your kind review. We are so happy to hear so many positive effects, including helping with the sanity factor. Wonderful to have Taskstream as our partners!

Read more
JENNIFER BLANKENSHIP

Great software for the value

2017-07-18

Pros

RFPIO is a great software for RFP proposal management. It does require learning a new process but the team is great with training.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from RFPIO


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

Read more
Brandon McCann

RFPIO to the rescue!

2017-02-08

I would say the feature(s) I am most excited to use would have to be tagging and reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


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

Read more
Barrett Kelly

Game Changer

2018-07-05

Pros

Instead of subject matter expects dragging their feet and complaining about yet another RFP, they are excited to help out.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lauren Minter

RFPio Review

2016-09-20

When working on an RFP/RFI or VSQ I would have to open all recently completed projects in separate tabs and to find answers to questions in new projects I would have to hit Ctrl +F to search for most relevant answers.

Pros

If I need a feature that would be beneficial to all users, it only takes a matter of days to roll new functionality out.

Cons

I have not run into any problems. Although it is a newer product, they seem to be very prepared for many scenarios of projects.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Lauren, thanks for the wonderful review! It's great to hear how RFPIO is helping your team eliminate the manual process and save valuable time. Thank you for your continued partnership!

Read more
Bradley Bieber

Great Company to work with and a Great Product to use

2017-09-22

RFP process end to end and the Answers Library.

Pros

The answers library is a great tool even without doing RFPs or response projects.

Cons

The upload process is a bit difficult to get used to but no other provider has figured out an easy way to this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


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.

Read more
Joe Aakre

RFPs made easy!

2016-09-29

I'll start with what it is: a) an RFP tool; b) a proposal management tool; and c) a product knowledge database; and d) a huge time saver.

Pros

It's easy to use and you can tell by the features that they've really done their homework: a lot of thought that's gone into this and it shows.

Cons

A few minor navigational issues in the first release, but their Dev Team responded quickly and fixed them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks for your review and partnership, Joe! We really appreciate your support.

Read more
Keith Roberts

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

2017-08-24

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


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.

Read more
Dawn Richardson

Solid Product and Excellent Customer Support

2016-12-20

Bi-directional integration with Salesforce is important for us and something we did not find with other solutions.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks for the wonderful review, Dawn! We're so happy RFPIO has helped your team improve your RFP response process. We love to hear that!

Read more
Ryan Batiuk

Excellent cloud solution for managing RFPs/RFIs.

2016-09-19

We came over from RFP365, while that was a decent solution, RFPIO turned out to have some more compelling features. What helped us unlock those features were great training sessions to really experience the product. We also had some real specific requirements and they enabled them for the very next day! Just fantastic customer experience.

Pros

Looks very attractive. Organized well by projects. Import features are best in class. No more needing to import from a template, we can import right from a spreadsheet the customer gave us!

Cons

When we met with them and described this feature, they enabled it the very next day.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering RFPIO

If anyone is having any trouble using the software, just give them a call. They are very willing to show you best tips and recommendations for using the platform.

Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks for the review, Ryan! We're so glad you are having a great experience with RFPIO. Looking forward to our continued work together!

Read more
Damon Jordan

RFPIO in EdTech

2017-02-01

Their integrations with Google Drive are a plus for us, and their willingness to grow with us is also a great bonus.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks for your partnership and the wonderful review, Damon! Happy RFP responding!

Read more
Keith Braney

RFPIO = Innovative RFP/RFI Pain Relief

2017-08-25

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


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.

Read more
Matt Hempel

Do More, Better, Faster with RFPIO

2016-09-13

We've had an excellent experience with RFPIO. The company continues to add highly relevant features to a very intuitive, user friendly platform.

Pros

The intelligence built into the tool allows us to rapidly identify the correct content to address a specific RFP question.

Cons

RFPIO is at the beginning of what promises to be a very successful Software as a Service Platform that will help proposal writers and capture managers everywhere produce the best proposals they can -- cost effectively and quickly. The company has been very responsive in adding new features, fixing issues and incorporating suggestions to enhance the platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks, Matt! We really appreciate the great review and your amazing partnership. Looking forward to our continued success together!

Read more
Gayle Peeples

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

2017-08-11

Helps to have all rfps in one place!

Pros

System is intuitive and easy to learn.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


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

Read more