RFP365

(15)
4.5 out of 5 stars

Whether you're an RFP Issuer (Procurer) or a Responder (Vendor), RFP365 will help you manage the process so you can focus on what matters: content.

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RFP365 review by <span>Brandon F.</span>
Brandon F.
Validated Reviewer
Verified Current User
Review Source

"Best RFP Tool I've Used"

What do you like best?

The Knowledge Base - An intuitive library system of past responses and questions/answers. It can be leveraged to answer future RFPs and craft new content. It brought me up to speed quickly in my new role in a new industry.

Easy Import/Export - Take an Excel, Word doc or PDF and import it to quickly set up the section headers and question/answer slots for your response document. Then click on the questions to see the Knowledge Base's suggestions. When done with the response, export into a template that matches the look and feel of the responses you want with your company logo.

What do you dislike?

There have been two times in the past year where a service interruption had me at a standstill. When responding to RFPs, this can be a big problem. The staff was able to have the service working within a few hours of each outage.

What business problems are you solving with the product? What benefits have you realized?

Able to catch new users up to speed on RFP processes and company offering very quickly.

Able to handle multiple RFPs simultaneously.

Retention of knowledge shared among users.

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RFP365 review by <span>Jon O.</span>
Jon O.
Validated Reviewer
Verified Current User
Review Source

"Great tool - significantly streamlines the RFP Response process"

What do you like best?

RFP 365 saves us a ton of administrative time, and creates accountability throughout the entire process. And on top of that, the KnowledgeBase makes it very easy for contributors to view and use previous answers to questions as they respond to each new RFP project.

What do you dislike?

It doesn't integrate with Salesforce at all, which probably accounts for the lack of 100% adoption. But the features of the system and the benefits we achieve far outweigh the shortcomings of not having it tied to Salesforce opportunities. And I think it kept the overall costs down too - which made it easy to get this system approved and implemented.

Recommendations to others considering the product

Great tool - does everything but integrate with Salesforce.com, which is probably why it is less expensive than other systems.

What business problems are you solving with the product? What benefits have you realized?

The biggest problem we were trying to solve, was having multiple subject matter experts contributing to an RFP response at the same time, and the administrative hassle of combining their responses into one concise response in a timely manner. The cloud-based portal that RFP 365 offers completely solved that - and enabled us much greater control of assignments and accountability as well. On top of that, the system stores answers to all former RFPs that we've responded to, and creates a KnowledgeBase that automatically find similar questions, and provides potential answers to pull into the response that people are working on. Great tool - very intuitive to use.

What Proposal solution do you use?

Thanks for letting us know!
RFP365 review by <span>Charles S.</span>
Charles S.
Validated Reviewer
Verified Current User
Review Source

"Pivotal Asset for Companies Working with RFPs"

What do you like best?

I'm most fond of the fact that RFP 365 was created by people who live and breathe RFPs. You can tell because the tools they've created and the systems they use to manage, organize, and analyze RFPs fit so well. They've felt the pain points of responding to RFPs in volume and have created a new way to do it more efficiently and far more well informed!

What do you dislike?

I dislike very little! I joked with our contacts that I "disliked" how the system couldn't spit out a fully formed PPT presentation ready to show the client, heh. That's a joke because the system does basically everything else!

Recommendations to others considering the product

Get in as fast as you can! They're not only great, but constantly improving and the customer service team is top-notch!

What business problems are you solving with the product? What benefits have you realized?

Responding to RFPs in large volume is a tedious process no matter how you slice it. RFP 365 improves this process for us, hands down, across the board including: efficiency to get from empty blanks to internally review-able material, the organizing of subject-matter experts within our organization, access to central and approved information, and tracking of performance.

RFP365 review by <span>Megan S.</span>
Megan S.
Validated Reviewer
Verified Current User
Review Source

"Easy tools to set up your own library of content"

What do you like best?

-Robust search features and ways to categorize/organization our content using keyword, tags and accounts. It allows us to take material previously buried in separate documents across many folders, and make it searchable and retrievable.

-Helps us find and re-use our best information effectively.

-Simple interface but a lot of flexibility in how you can set up your system to organize information.

-The company is very receptive to questions and feedback.

What do you dislike?

-Since it is a web-based tool, copying into and from Word can result in formatting problems on either side.

-For our purposes, the proposal feature has not been useful; we’re primarily using the knowledgebase aspect of the product.

Recommendations to others considering the product

-It took us some trial and error to come up with a workable system for using keywords and tags effectively and consistently so that we could retrieve our content.

-Having a system like this requires an adjustment in work flow to enter and maintain content, but in the long run it’s a worthwhile investment as it has made finding information later much easier.

What business problems are you solving with the product? What benefits have you realized?

-We’re using RFP365 to manage content for grant proposals and reports, so a little different than the standard users of the product. We’re still adapting to shifts in our workflow, but so far we’re finding it to be an effective, time-saving way to save great pieces of content, facts and figures, links to sources, and other materials that we’re likely to need again.

RFP365 review by <span>Aundria D.</span>
Aundria D.
Validated Reviewer
Verified Current User
Review Source

"Saved me from the drudgery of searching..."

What do you like best?

RFP365 puts all your RFP content in one place. You can search on entire questions, keywords, or tags. Multiple people can be working in the system at the same time. You also can keep track of what content is going into RFPs so that you can cull out anything that might be substandard.

What do you dislike?

Anything I have disliked has been addressed and fixed by RFP365.

Recommendations to others considering the product

RFPs are never a fun to complete but it makes it way easier to have content ready to go. I can do a rough draft of an RFP in a third of the time it used to take me. I do have more of a work load being the admin for our office but it pays in time savings. I like being able to task subject matter experts with updating and creating new content.

What business problems are you solving with the product? What benefits have you realized?

We've become much faster at finding content and more organized. Such a time saver! Way easier to be more transparent about what everyone is doing in regard to RFPs. We can share over multiple locations and departments.

RFP365 review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"RFP365 Software"

What do you like best?

This software is invaluable. We had a huge problem with version control and sorting responses that were tailored to specific investment offerrings and RFP365 has solved all these problems. Utilizing RFP365 has cut our response time significantly; we spend at least half as much time compiling answers as we were spending before introducing the software. I absolutely cannot go back to life without it!

What do you dislike?

We'd love to see a feature that automatically flags duplicate answers in the Knowledge Base so that we can opt to delete duplicates or consolidate Knowledge items.

Recommendations to others considering the product

If you are looking for a product that is straighforward with a comfortable user experience that can make your response process more efficient, polished, and organized, this is the product for you. Full of features without being overwhelming but simple enough for even the most skittish of techphobes to embrace.

What business problems are you solving with the product? What benefits have you realized?

Our prior method was an enormous time drain and RFP365 has solved this problem entirely. It has also helped tremendously when working on multiple projects simultaneously. At the beginning of the year, I was juggling seven RFP/DDQ response projects at once and it all went off without a hitch, which would have been an almost impossible feat before.

Kate from G2 Crowd

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