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RFP365

4.5
(18)

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 Reviews

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RFP365 review by Joshua C.
Joshua C.
Validated Reviewer
Verified Current User
Review Source

"Slowly helping to improve our RFP response times/consistency"

What do you like best?

Over time, building up the knowledge base and being able to easily search for past response text, is proving to make things easier in our RFP response efforts. The workflow of having assigned reviewers is helping us to improve the quality and consistency of our responses, ensuring everything is reviewed.

I love the dashboards for seeing progress through the response effort.

We reviewed several other offerings before selecting RFP365 and found the User Interface to be the most intuitive/simple compared to other offerings (Loopio, Qvidian).

What do you dislike?

It is somewhat frustrating at times that there are no release notes published (that I'm aware of) or advanced notice for when a new release is being rolled out. This has led to several support issues being logged but the RF365 team is always responsive and generally has fixes implemented within a few days or weeks. Performance has proven to be a bit of a concern when dealing with larger volumes of requirements (we often see 1000+ in our RFPs).

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

I have noticed that as we build out our knowledge base, there is not as much time spent searching for how we answered this requirement in past proposals.

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RFP365 review by Megan S.
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.

What Proposal solution do you use?

Thanks for letting us know!
RFP365 review by Brandon F.
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.

RFP365 review by Aundria D.
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 Jon O.
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.

RFP365 review by Charles S.
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 Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Great tool that made the RFP process incredibly easy"

What do you like best?

This tool made it easy to consolidate our requirements for the product we needed. Once we invited vendors to submit their answers in RFP 365, we were able to view and compare their responses so we could easily see which products would fit in our environment. The vendors also appreciated an easy tool they could use to submit their proposals.

The requirement questions we assembled were very easy to customize, and the RFP 365 team helped us develop a meaningful scoring system so we could quantify the weight of the vendor responses. All of this made it a pleasurable experience to use.

What do you dislike?

There are minor navigational challenges when using the product that could use some fine tuning, but it by no means overshadows the usefulness of the RFP tool.

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

We have used RFP 365 for a number of service and product sourcing initiatives for years now. This tool helped streamline the process of reaching out to multiple vendors, consolidating the data, and reporting that data in a meaningful way to our internal stakeholders.

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.

RFP365 review by Carah C.
Carah C.
Validated Reviewer
Verified Current User
Review Source

"Simplified RFP Management"

What do you like best?

We love that RFP365 has simplified our RFP management process. Prior to purchasing this software, we were just copying and pasting answers from a Word document, and only one team member could open the document at a time.

Another benefit that we don't really use (but a larger team would benefit from) is the ability to set up an approval process. This allows a Manager to approve (or decline / ask for updated) answers to the RFP before the document is finalized, directly from within the system!

Perhaps the best thing about the system is the ability to email RFP questions directly to other people (who don't have to be users) for them to answer. When that person receives the email, they can respond to it directly, and their response is recorded in the system.

What do you dislike?

The search function can act a little wonky sometimes (i.e. picking up small words like "and" or "is" instead of keywords). Also, the export can take a little bit of a learning curve to get used to, but it is worth learning!

UPDATE: We have de

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

This system took us from having a searchable Word document that we were copying and pasting from, to an online library of the latest and greatest RFP answers. It also allows our Marketing Manager to assign certain questions to different team members, so that there is no confusion who should answer which sections / questions.

RFP365 review by Kathy S.
Kathy S.
Validated Reviewer
Verified Current User
Review Source

"RFP365 steamlines proposal response"

What do you like best?

Finds answers to tough questions quick. Enables us to have consistent answers across templates. Makes it easy to answer questions that we get over and over.

What do you dislike?

Nothing much. It seems a bit hard to figure out initially but once you get it you are good to go.

Recommendations to others considering the product

Easy to use. Very helpful contacts at RFP.

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

Keeping answers consistent across different proposals and different contributors.

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

"Saves a lot of time"

What do you like best?

Easy to use, with minimal training needed (none for most users). Solid customer service. Unlimited Users. Easily search previous responses, with auto fill functionality.

What do you dislike?

Import process can be somewhat time consuming if unfamiliar with excel.

Recommendations to others considering the product

Learning curve is remarkably low. Upload previous RFP answers and start using the tool.

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

Allows for efficient collaboration on RFP answers. The task assignment and approval process works very well with multiple company SME's. Also, answer version control is straightforward and virtually automatic, so you're always answering questions with the most up to date answers.

RFP365 review by Agency in Insurance
Agency in Insurance
Validated Reviewer
Review Source

"RFP365 is streamlining our content mangement for client responses and proposals."

What do you like best?

The content library is robust and easy to use. There are no limits on the number of people from our organization who can be connected into the platform, which is such a great bonus for our organization.

What do you dislike?

There are a few technical glitches and we are still learning workarounds. That is common with any software platform though - especially one with the layers of functionality of RFP365 offers.

Recommendations to others considering the product

Do what work for you - every situation is different.

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

Content management - having a dynamic repository for our most up-to-date content is key.

RFP365 review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Great product, but needs to catch-up to the competition."

What do you like best?

RFP reporting dashboard and collaboration features.

What do you dislike?

There were some unresolved errors with the interface. We reported but didn't seem to be a priority.

Recommendations to others considering the product

RFP365 has great features and support. I'd say they are in the top three of RFP management software.

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

I used RFP365 in the past to successfully reduce our response times on RFP efforts. We went from working lots of overtime to almost none.

RFP365 review by Administrator
Administrator
Validated Reviewer
Review Source

"Tool that streamlines the RFP response process"

What do you like best?

-Positive user experience

-Easy to manage workflow/easy navigation

-The knowledge base saves time and increases the quality of the responses

What do you dislike?

-RFP import process leaves room for improvement depending on complexity of original file

-Feedback has been taken seriously be the RFP365 team

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

RFP365 improves the RFP response process in various ways - referring to the accountability of involved specialists, the quality of the responses, overall management of time.

The knowledge base allows to constantly update and improve the responses.

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

"Light, inexpensive, good potential, effective for certain teams"

What do you like best?

Pricing structure and high touch client service

What do you dislike?

Some beta features. A young product. Some technical hiccups.

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

Quicker RFP responses , better collaboration but most of all reliable knowledgebase

RFP365 review by Administrator in Pharmaceuticals
Administrator in Pharmaceuticals
Validated Reviewer
Review Source

"Excellent software for RFP respondents "

What do you like best?

RFP 365's knowledge base allows us to keep track of all previously used content as well as schedule updates that are automatically requested of our SMEs. Email reminders keep admins from nagging personnel of looming deadlines.

What do you dislike?

Usage and time spent reports could use some work to help show the time saved/benefits to management.

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

We have experienced a decrease in email and meetings volume.

RFP365 review by User
User
Validated Reviewer
Review Source

"Great tool!"

What do you like best?

Love the ability to search by key words, questions, tags and also to add to the knowledge base by saving new questions and associated answer.

What do you dislike?

Uploading and downloading adds an extra step to the process, but this functionality has been vastly improved over the past year.

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

Keeping content up-to-date has been a key benefit.

RFP365 review by Consultant
Consultant
Validated Reviewer
Review Source

"RFP365"

What do you like best?

The platform is user-friendly and the support team is exceptional.

What do you dislike?

For my purposes, I would like the system to have more reporting capabilities.

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

Allows me to have a central location for data with easy access and monitoring.

Kate from G2 Crowd

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