Responsive Reviews & Insights

Score8 out of 10

37 Reviews and Ratings

Community insights

TrustRadius Insights for Responsive are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Import/Export Feature: Users have found the import and export functionality to be invaluable, saving them a significant amount of time and enabling easy exporting of pre-formatted content. The flexibility of exporting into native formats or customized templates for Word, Excel, and PDF has been highly appreciated.

Auto-Response Feature: The auto-response capability has received high praise from users as it greatly reduces the manual effort required to respond to questionnaires. Reviewers mentioned that the system can automatically generate responses based on past answers, becoming smarter over time and handling a substantial percentage of the responses.

Keyword Field Mapping Functionality: Reviewers have highlighted the value of the keyword field mapping feature. It allows users to seamlessly map fields into their desired export template and responses, resulting in customized responses without additional effort. This functionality has proven particularly useful for mapping salesperson information, client names, and client nicknames.

Responsive Reviews

10 Reviews

Sales

RFPIO - easy to use with excellent customer support

Rating: 10 out of 10

Incentivized

December 12, 2021

Use Cases and Deployment Scope

RFPIO is used to respond to RFIs, RFPs, questionnaires, and due diligence requests. The tool supports the sales leg of our organization, both with new sales and addressing requests from current customers. RFPIO makes it easy to manage a vast library of technical question and answer pairs and greatly reduces the time it takes for subject matter experts to answer technical questions on RFPs or similar tasks.

Pros

Easily update your technical answer library.
Respond to RFPs faster.
Provide subject matter experts with direct ownership of and access to technical content.

Cons

Improve artificial intelligence to enhance the program's auto-response function.
Add or include a RFP procurement/issuance function.
Add a folding windows-style set up to the answer library for a more granular separation of content and answers.

Likelihood to Recommend

Excellent tools for companies who regularly respond to RFPs/RFIs and who do not have any RFP-response software in place. This tool will save hundreds of person-hours each month in developing RFP responses, increase your capacity to respond to a higher volume of RFPs, and will pay for itself. Its strengths over competitive programs/software include a straightforward, user-friendly UI and free, direct access to the local RFPIO office in Portland, OR for quick, responsive customer support.

Brian Zielinski, MBA

Sr Proposal Manager in Sales at Wolters Kluwer ELM Solutions (Computer Software, 501-1000 employees)

Vetted Review

3 years of experience

View profile

RFPIO is an absolute must for teams that respond to RFPs, Security Questionnaires, etc.

Rating: 10 out of 10

Incentivized

November 30, 2021

Use Cases and Deployment Scope

RFPIO allows our organization to manage multiple RFPs and Security Questionnaires at one time with a lean workforce. It streamlines our content and allows us to organize by product, user type, and specific use cases from our clients. As a company with several different products, and versions of our products, RFPIO enables us to quickly find the right content for the right product, and quickly return questionnaires to the requester. Our content stays updated because RFPIO allows me to assign owners to each question and answer pair, and it automatically requests a review and updates at our specified frequency.

Pros

Intuitive user interface - users of any level technology-wise can use without issues.
Streamlined content review and update process which takes the responsibility from the RFP manager to the product owner.
Access content from anywhere -RFPIO has several add-on and plugin options that enable our teams to quickly grab content where they are working (Outlook, Slack, Microsoft products, Google Workspace, etc.

Cons

I am completely satisfied with RFPIO's features and functionality.

Likelihood to Recommend

RFPIO is an asset for organizations of any size. It makes our lives easier and enables us to focus on winning RFPs because we know RFPIO will assist in responding, and we will have updated content when needed.

Anne-Stuart Huffman

Manager, Presales Enablement in Sales at Mercury Healthcare (formerly Healthgrades) (Information Technology & Services, 501-1000 employees)

Vetted Review

5 years of experience

View profile

RFPIO has dropped my time spent on proposal to 1/3 of what it used to be!

Rating: 10 out of 10

Incentivized

September 20, 2021

Use Cases and Deployment Scope

We use RFPIO as our internal Bible for Q&A when filling out RFI, RFP, RFQ, Security Questionnaires, etc. It is managed by our Sales Engineering team and all of sales has access to use it, flag dated or questionable answers, etc. I really like how we've organized our questions/answers to align with a llmany of the common RFP templates we come across, cutting down the time spent significantly.

Pros

Organized answers with dates showing when it was last updated.
Easy copy button to copy the response and paste into your document.
Keyword phrase and search pulling from questions and answers.
Easy to flag and see already flagged/under review answers.

Cons

There are a lot of functions within RFPIO that we don't necessarily use, such as the signature piece or template piece, because they don't work with our processes or what is needed to submit.

Likelihood to Recommend

Any organization who has to do formal responses/requests would greatly benefit from having an easily referenced source of truth. The amount of time it has shaved off of my own work on these has cut it down to 1/3 of the time.

Verified User

Contributor in Sales (E-Learning company, 501-1000 employees)

Vetted Review

2 years of experience

RFPIO User Review

Rating: 8 out of 10

Incentivized

August 12, 2021

Use Cases and Deployment Scope

Answer library and program management for RFx opportunities

Pros

Project Management / Dashboard
Answer Library
Document Repository

Cons

AI-based search results
Search results based primarily on key words or exact phrases

Likelihood to Recommend

RFx responses with common questions & answers (Word & Excel).

Steve Beus

Proposal Manager in Sales at Adobe (Computer Software, 10,001+ employees)

Vetted Review

4 years of experience

RFP Response made easy with RFPIO

Rating: 9 out of 10

Incentivized

August 10, 2021

Use Cases and Deployment Scope

RFPIO is used as a collaborative solution to allow cross department and cross-functional teams to support and contribute to the responses in an RFP. A couple of the key features I enjoy the most are the ability to search a library of answers and simply click to add the response I like to the question. If need be, you can modify the provided answer to fit your situation, but you don't have to start from scratch and write a response to each question. I also like the dashboard capabilities to show me what sections/questions I am responsible for and the amount of progress that has been made. Using RFPIO is quick and convenient and significantly reduces the amount of time it takes to compile your answers.

Pros

Leveraging an Answer Library that allows you to click to add to a question
Dashboards showing what sections/questions you are responsible for
consolidated final response that is pulled together for you

Cons

Additional expansion on the search capabilities/criteria used to find answers to your questions.

Likelihood to Recommend

Well suited for medium to large scale RFP's that have a significant amount of questions and required information surrounding corporate standards, governance, security and the like.
Where it needs some improvement in how to handle small scale RFP's. Some time the loading of the RFP, assignments, etc is as much effort as just answering the questions.

J. Brent Donelan

Advisory Solutions Consultant in Sales at ServiceNow (Consumer Services, 10,001+ employees)

Vetted Review

3 years of experience

View profile

Solid Solution. Saves us time and effort.

Rating: 9 out of 10

Incentivized

July 29, 2021

Use Cases and Deployment Scope

We use RFPIO to respond to RFP's. It is being used primarily by the Sales Engineering team but also Compliance comes in to assist on some of the questions. RFPIO acts primarily as a question and document repository for RFP's. You load in the RFP and then can quickly align answers/documents to recurring questions that have been saved to the library.

Pros

Provides a quick way to get access to answers/documents on questions that are frequently asked.
Easy to setup authors and reviewers for an RFP.

Cons

Recently RFPIO added deeper grammar suggestions which is a bit distracting. Sometimes passive verbs are just a part of describing a solution.

Likelihood to Recommend

RFPIO has sped up our cycle time for RFP submissions and led to greater consistency in our responses. Guard against answers becoming [too] boilerplate, but overall I would recommend it to any SE team.

Wes Dubay

Sr Sales Engineer in Sales at Onit (Legal Services, 201-500 employees)

Vetted Review

2 years of experience

RFPIO--Great Tool for Effective and Efficient Form Completion

Rating: 9 out of 10

Incentivized

June 30, 2021

Use Cases and Deployment Scope

It is being used as an intermediary portal to help answer lengthy security questionnaires from our clients. It is being used across our entire organization in all departments, but mostly in the sales, customer success, and customer service departments. The problem it solves is answering SIG Security questionnaires mostly to ensure the security and compliance needs of our customers are being met by our products and services.

Pros

Intuitive
Friendly UI
Easy to learn

Cons

Missing introductory tutorials
Ability to edit sections already marked as complete
Required hands-on assistance from previous user to learn all features

Likelihood to Recommend

RFPIO is well suited for lengthy questionnaires or forms that need to be completed in a timely manner. The system allows for cross collaboration amongst other individuals in your organization regardless of department or team. RFPIO would be less appropriate for short forms that need to be filled out. It would probably take more time using RFPIO to complete a short form than just doing it outside the system, unless it requires input from multiple people across the organization that cannot be resolved by another quick outlet.

Jeffrey Serra

Customer Success Manager in Sales at Synopsys (Information Technology & Services, 10,001+ employees)

Vetted Review

1 year of experience

Simplify RFP response searches with RFPIO

Rating: 8 out of 10

Incentivized

May 28, 2021

Use Cases and Deployment Scope

Our entire US sales organization uses RFPIO to help us complete RFPs. It had robust search functionality to empower the users to find the right answer to standard RFP questions, curated and maintained by our internal RFP team. (It may be used internationally, as well, but I don't have that visibility).

Pros

Capable, accurate search functionality.
Ease of maintaining content (for administrators).
Ease of reporting content and/or making suggestions (for end users).

Cons

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.

Likelihood to Recommend

For my role as an end user who searches RFPIO for RFP response content, the most critical factor of an RFP tool is the ease of search and the accuracy of results. From this lens, RFPIO is an excellent tool. It yields results for the question I'm seeking to ask more often than not. Considering that sometimes RFP questions can be written quite vaguely, I consider it impressive that RFPIO more often than not brings me accurate, relevant results on the first try.

Verified User

Representative in Sales (Computer Software company, 10,001+ employees)

Vetted Review

3 years of experience

RFPIO is faster and more effective response

Rating: 10 out of 10

Incentivized

May 28, 2021

Use Cases and Deployment Scope

RFPIO has been very useful for our Global Presales Organization because it can help centralize answers for a high number of RFP requirements coming from different types of customer mainly from Public Sector. Usually RFx processes are very critical in time and RFPIO has helped us to reduce response time for our Solutions Engineers.

Pros

Create predefined templates by products.
Answer Library.
Organize and follow up RFP Projects.

Cons

Sometimes previewing files take long time to display.

Likelihood to Recommend

RFPIO is well suited for software companies with multiple products requires to address multiple technical capabilities with customer inquiries. RFPIO reduces dramatically response times for users that need to respond not less than 50 different requirements. RFP for Public Sector is our principal scenario where RFPIO helped to find correct answers in a timely manner.

Verified User

Consultant in Sales (Information Technology and Services company, 51-200 employees)

Vetted Review

1 year of experience

RFPIO has greatly increased efficiency and value in our organization

Rating: 10 out of 10

Incentivized

March 15, 2021

Use Cases and Deployment Scope

RFPIO is being utilized across our sales organization for incoming RFP's. There are many departments involved, such as; Sales, Presales, Marketing, Customer Services, Business Alliances, etc...RFPIO helped us solve quality, consistency and language issues across the globe.

Pros

Manages structure responses well
Manages permissions from the various users that access the solution
Allows for a global deployment with built in language capabilities
Allows for 100% visibility into the RFx process for all stakeholders
Allows for ease of answering via ML that has been built in

Cons

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
Really great new features, but expensive

Likelihood to Recommend

If you have a game plan mapped out how you want your data structured, tagged and reviewed and you have multiple stakeholders involved to do this, RFPIO is the one for you. If you can't get the right stakeholders involved to review the content, it takes some getting use to, in understanding the reviews, frequency and the flows.

Brendan Blok

Sr. Global Business Advisor in Sales at Basware (Information Technology & Services, 1001-5000 employees)

Vetted Review

3 years of experience

View profile

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