Docmosis is a self-hosted or SaaS template-based document generation solution that integrates with custom-built software applications or popular third-party apps using the API. Templates can be created using using MS Word or LibreOffice, and plain-text placeholders control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; and format data/numbers. Used by customers in Finance, Health,…
$50
Monthly
Responsive
Score8 out of 10
N/A
Responsive (formerly RFPIO), headquartered in Beaverton, offers their proposal management and automation software, featuring import and export, proposal knowledgebase and answer library, evaluation intake forms, and project management tools (e.g. Gantt chart) associated to proposal tracking.
With customer support and flexibility in handling specific, unique scenarios, they are able to provide solutions quickly. There are no scenarios currently which we are aware that it may be less appropriate. If you have very large documents you should review architecture choices on how best to optimize your performance using Docmosis.
1. RFPIO is perfect for searching for specific information when you are responding to an RFP. Search engine is powerful. We narrow our search using several customized filters and know we are getting a thorough search. 2. Excel responses work very well in RFPIO. 3. Typical RFPs that are formatted in Word are challenging to run via RFPIO. We struggle with this. 4. We have yet to master the template.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Docmosis is excellent at support and will work with you to find a solution for your particular use cases.
During our evaluation process, they were very helpful to get us up and running and we were one of the first docker based implementations so they worked quickly to get our infrastructure support setup.
Their solution is very flexible and allows several ways to allow support dynamic document generation at a very good value.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There isn't much in terms of what could be improved, but the only challenge we have which is in terms of future scaling and isn't a limitation, but just something we're trying to be cognizant of as it might increase our infrastructure costs. Since we have large numbers of multi-nested document templates, and large documents. Although Docmosis did help us reduce the time to generate our largest documents by a large percentage. This is likely an area of improvement that all providers would need to address.
Reporting and Analytics is basic, you can purchase advanced analytics though
It would have been nice to have a set structure in mind or a example/case study to structure our responses in the most appropriate way, but we are working through that with their stellar support team
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
UI is friendly. Basically that alone is enough to renew because it is easy to use and gives accurate and fast results. The effective cross collaboration from other colleagues in my organization also makes for this tool to be extremely effective. Now that I understand how to use it, I can also easily train others on how to use it effectively.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They always respond to support and provide resolutions quickly and even provide the ability for new features/support to be incorporated very cooperatively by help with with alternate solutions as necessary.
The team at RFPIO is extremely responsive. If I email our account manager or report a bug, I usually hear back within two hours. Additionally, they are quick to make software adjustments based on customer requests and needs. We had a really complicated Excel sheet that their team ended up having to upload for me because of the amount of manual work I was doing. Based on that, they updated the software within two release cycles to make the process more automated, so that future Excel uploads would be more streamlined. I have also had several suggestions implemented rather quickly, and they don't hesitate to reach out for clarification when needed.
We also evaluated Winward Studios solution along with HotDocs, we selected Docmosis for the following reasons:
1. We were using docker very early on, so they were very cooperative in helping us get our infrastructure working during the early evaluation phases, and went above and beyond to help with some of our template processing efforts.
2. When we were looking to improve the processing speed due to our complex large number of dynamically inserted templates, Docmosis was helpful with ideas. We were able to improve speed quite significantly with Docmosis' help by managing some dynamic aspects of our templates and including them inline vs. having them loaded dynamically.
RFPIO has outstanding, responsive, helpful customer support located in the US in Oregon. Support techs go the extra mile to help with basic issues and functionality training. Same-day support response and problem resolution are the norms. The system is also very user-friendly and very easy to navigate. Their Answer library is simple and far less complex than Qvidian/Inland. Little to no learning curve.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I don't have access to the actual ROI data, but we would continue to invest in RFPIO as a company only if it were providing us with the results to win RFPs.
RFPIO makes the task of filling out RFP responses much faster for me.
RFPIO helps our team be able to divide out RFP chores easily, because we know we all have access to the same high-quality source for information.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
