RFPIO

RFPIO

(56)
4.8 out of 5 stars

RFPIO is a cloud-based RFP software that eliminates the friction often associated with responding to Request for Proposals (RFPs), through a no-nonsense set-up, simple and intuitive user interface, and robust integrations with Salesforce and Slack.

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RFPIO Features

Document Creation
Customizability: Variables and Fields

Define fields to pull in dynamic information.

90%
(Based on 41 reviews)
Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

89%
(Based on 40 reviews)
Rich Media

How well the platform supports images, audio, and video in proposals.

85%
(Based on 32 reviews)
Online Document Creation

Create adaptive online documents for view via browser or mobile device.

93%
(Based on 39 reviews)
PDF Creation

Create attractive PDF versions of proposals.

89%
(Based on 24 reviews)
Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

93%
(Based on 30 reviews)
Workflow
Document Builder Interface

Easily search for and add elements to a proposal.

91%
(Based on 40 reviews)
Collaborative Creation

Multiple users can edit a single document.

93%
(Based on 41 reviews)
Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

91%
(Based on 41 reviews)
Analytics
Engagement Tracking

Track who is looking at proposals and how often or for how long.

n/a
Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

87%
(Based on 31 reviews)
Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

91%
(Based on 37 reviews)
Administration and Platform
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

92%
(Based on 45 reviews)
Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

90%
(Based on 44 reviews)
CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

89%
(Based on 21 reviews)
E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

n/a
API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

96%
(Based on 10 reviews)
CPQ Integration

Push and pull data from quote applications to build proposals.

95%
(Based on 6 reviews)