Responsive vs. XaitPorter

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.

Incentivized

XaitPorter is ideal when a large document, containing many (preferably independent) sections is being created by more than five writers across different office locations and is subject to review by multiple reviewers and requires formal approval. It is particularly suited for external documents which are to be delivered as a non-editable PDF file.

Incentivized

• Import/export - the configurations during import and export are invaluable. This saves us so much time during export with the amount of things we have pre-formatted. Additionally, this tool can handle export into native formats OR customized templates for Word, Excel, and PDF. This means we can export into Excel from outside tools, as well as utilize client/broker formats when needed - without minimal copy/paste (RFP friends... can I get an amen??)
• Auto-response - once a questionnaire is uploaded, the system can auto-respond based on past responses. It gets smarter over time as more responses are in the system. We find this picks up 25-40% on the low end and 90% on the high end (especially when we are responding to the same broker or consultant who has their preferred template)
• Keyword Field Mapping - the system allows you to map fields into your export template as well as your responses. The system auto maps these when exporting. We use this feature a lot to map salesperson info (custom fields for the stuff we want on the cover sheet/letter), client name, client nickname (the company, the client, the City, the County, etc.). This makes it easy to have customized responses without extra effort on our side.
• Guest Question Authors - the system allows you to send single questions to guest users easily so that they can answer via a web browser on a computer or laptop without signing in. I also particularly like that I can track it as a comment which helps me go back later and find my open items.

• Enables several writers to write in the same document at the same time, which means that it is always possible to get the latest version printed and see the current state.
• Because we are limited in the template to a few styles we don't use a lot of time after completion checking up on which style the writers has been using. This saves us a lot of editing.
• Before we got XaitPorter the drawing team didn't get the figures to quality control until the final stages of the process, but now the figures are received as soon as the writer uploads them. This also saves a lot of overtime, because the drawing team is involved earlier on.

Incentivized

• For questions that contain generalized words, the ability to pinpoint better responses with AI.
• As an end user, I always start with the Answers tab. It would be nice for RFPIO to open on the Answers tab, because I always go there first (learn my preferences).
• It would be nice to have guided paths the first time I open after new enhancements have been added.

Incentivized

• The dashboard is complex and not easily understood. Since we only worked on a few documents at a time, we went straight into the document and never spent time on the dashboard.
• Being cloud based, the time taken to move from one section of the document to another becomes painful.
• The word import function could be improved.
• There are some functionalities in Word that are not available in XaitPorter. For example you can insert pictures within a table in Word but you cant do that in XaitPorter.

Incentivized

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.

Incentivized

It's very basic. More features would be better.

We find it to be intuitive to use with a simple menu and right-click based functionality in place.

Incentivized

XaitPorter is always there even though we have issues with outages (suddenly the network does not work, but that is internal issue)

Incentivized

Our reports/Tenders complete in a reasonable time frame, actually faster than Word. We have not integrated with other systems or softwares.

Incentivized

The response time and attitude from the RFPIO team is extraordinary. I always feel like I am their only customer - that's how exemplary their customer service is! When we have a suggestion, it is addressed and escalated - ultimately it is resolved to meet (and exceed!) our expectations. The RFPIO team works collaboratively with us, coaching us on new features until we can use them with confidence. Webinars. User conferences. Clear and useable communication. Every method of "training up" is leveraged so that users can feel comfortable and are successful using the tool. AMAZING!

Incentivized

They have a clear method for reporting any issues and work hard to get a resolution, keeping me informed of progress.

Incentivized

He was really good. He came from Xait and trained us for several days. He got all involved and answered the questions asked. He was a professional trainee

Incentivized

The online training was really good. They know the way of getting people involved and they answered all questions asked. They were there for us.

Incentivized

We were able to complete an RFP during our free trial. We were already leaning toward RFPIO but that pushed us over the edge.

I was really satisfied with the implementation

Incentivized

At the time, three years ago, we evaluated Loopio as an alternative to RFPIO. Loopio didn't have the same resources as far as dynamic branding, content segmentation ability and was less price competitive than RFPIO. RFPIO also has an unlimited user model where you are not charged per user like many other RFP automation solutions. This makes the price much more scalable and also allows for creative engineering as far as use of the system

Incentivized

We looked at every major product and some newer ones. We liked Xait's general robustness and handling of images (despite the issue about the internal library), as well as the output quality in PDF. Also, we're a Mac shop so we could not be chained to a Windows editor.

Incentivized

I just love the system

Incentivized

• Our response time has gone from 2 weeks, to around 24hrs of addressing an RFP
• We have seen considerable savings with reallocated headcount and reduced effort spent on other critical areas
• Our previous process had a blind spot when it came to visibility. Now we have 100% visibility across the organization.

Incentivized

• We have seen reduced overtime costs for tender support staff who used to spend a lot of time managing and dealing with version control issues, formatting issues, layout issues and printing issues
• We have experienced that Porter has allowed us to handle more work without increasing our staffing.
• The quality of our submissions has improved both by the switch to Porter, and further by the increased proficiency of both our administrators and writers.

Incentivized