RFPIO Features

RFPIO

RFP/RFI Management

4.83/5 (89 reviews)

RFPIO Feature Summary

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

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SSL Security (119 other apps)
Search Functionality (216 other apps)
Third Party Integration (161 other apps)

Competitor Feature Comparison

RFPIO Feature Reviews

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

Anonymous
(Computer Software company, 201-500 employees)

Great RFP Management Tool and Knowledgebase

2019-05-14

Great tool for responding RFPs quickly and easily.

Pros

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

Cons

WORD template management needs improvement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

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!

Read more
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
Steve Beus

RFPIO Review

2019-05-21

Project management tools with intuitive dashboards are helpful for team collaboration and juggling ongoing deadlines.

Pros

Easy-to-use solution built for enterprise proposal teams

Cons

Lack of text / content formatting options in Response / Answers pane

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thank you for the fantastic review, Steve! Sounds like you are using RFPIO to its full advantage. If you haven't yet, please reach out to us about your formatting needs and we will see if there's a solution!

Read more
Ben Wagner

Game Changer

2019-05-14

Pros

By switching to RFPio, we feel like our proposal team's content library is in the best shape it's ever been, with up to date content, tighter control, and better metrics and oversight.

Cons

Having these consolidated into one place would make the UI much easier to navigate.

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, Ben! Glad to hear that you're tightening up your processes and your content. We know how good that feels! Appreciate the high marks and will pass along your feedback to the team.

Read more
Brecca Keeler

We couldn't do what we do without RFPIO

2018-12-06

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.

Rating breakdown

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, Brecca! We really appreciate that you took the time to let us know how we're doing. The feeling is mutual - we couldn't do what we do without customers like you. Happy Holidays to you and the whole Informatica team!

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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
John Koutris

Incredible software - changed the way I work on proposals.

2019-05-21

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.

Pros

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.

Cons

Sometimes RFPIO has a hard time formatting certain files - which is understandable, seeing as different clients present different RFP formats.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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!

Read more
Grant Netzorg

Advil for the RFP migraine

2019-05-21

This allows us to triage important RFPs that often have very tight turnaround times, and allows our team to effectively collaborate on our responses & handle them swiftly.

Pros

It allows me to easily respond to & track the many RFPs I work on, and gives me the ability to save templates of the responses to questions I find myself answering over and over.

Cons

The search feature for the Response Library tool doesn't always yield relevant results, but is still an improvement over our previous process.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks so much, Grant! To hear that RFPIO cures what ails you is a major compliment. We know how much easier it can be when you have answers and templates at the ready. There are ways to customize your answer library for more precise recommendations - might be a worth a check in with your account team. Thanks again for such a thoughtful review!

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
Anonymous
(Computer Software company, 51-200 employees)

RFPio Review

2019-03-05

So far, I have had a great experience with RFPio and recommend the software to those working on proposals!

Pros

I love how RFPio automatically recommends answers to questions from your answer library.

Cons

The actual interface of going through managing a project in RFPio is not straightforward and a bit confusing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thank you for taking time to give us such a great review. Glad to hear you are loving the recommendation engine! It's AI-powered, so if you're getting good content recs, it's because you're doing something right. :)

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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
Anthony Rossi

The Most Flexible RFP Tool Available

2018-12-07

RFPIO didn't just introduce me to a proposal tool, they introduced me to the proposal community.

Pros

The export functionality is also very good--it almost always results in a clean, tidy document.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

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!

Read more
Justin Bergmann

RFPIO makes creating a knowledge base easy

2019-05-21

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

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

It is designed to use that way, but many of our Styles were incompatible with system fonts when we began using the product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

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!

Read more
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
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
David Busch

RFPIO Rocks!

2018-12-03

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.

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


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!

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
Collette Coyne

Game changing for the RFP team

2018-12-03

Our team can communicate and collaborate with ease.

Pros

The ease of collaboration across the company and the ability to manage the RFP process in a far more streamlined fashion than previously.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


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!

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!

Read more
Brian Zielinski, MBA

Affordable, comprehensive platform with superior admin / user support

2019-05-21

The same functionality at a fraction of the cost of the big guys.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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!

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
Soumya Bhattacharya

RFP Responses made easy

2019-05-22

Pros

Intelligent content recommendation feature - this provides >50% efficiency in responding to RFP questions 2.

Cons

A PowerPoint editor can help stich together artefact from Document library and put together a proposal based on need.

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


Thank you Soumya! Our team is glad that RFPIO is saving time, and making the process much simpler for your team, as we realize how important everyone's time is. Regarding your feedback abut support for Powerpoint, we have forwarded it to our product team. Please look for an update soon.

Read more
Sal Pecoraro

Excellent system for managing RFP's

2019-05-21

i have come to find that if yo put a little effort in learning the system it will become a system you depend on and can use easily to create professional responses, manage answers and document all of your knowledge about products and services.

Pros

It is well organized and easy to use. it has become our knowledge base for all RFP's and has cut down in time and effort to respond to them

Cons

it does like any software take time to learn. it is is a little hard providing comments when yo have to @name each one individually

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


Thank you for your review, Sal! We're glad to hear that you can depend on RFPIO to make your job easier. That's what makes our job easier! Thanks again for the high marks.

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
David Lancefield

Great software

2019-05-21

Well designed, simple and user friendly software.

Pros

It is well featured and simple to use.

Cons

RFPIO has a good set of tools for tagging and managing answers but it is still difficult to keep on top of this when you are responding to multiple RFPs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from RFPIO


Thanks so much, David. Love to hear that your RFP response process has been transformed for the better. Hope your RFP win rate is doing the same!

Read more