What is RFPIO?

"RFP software that makes the response process easy to manage."

RFPIO delivers revolutionary proposal management software that enhances collaboration and fosters a truly efficient response process. Bi-directional integrations with many popular solutions, along with an open API, allow teams to connect their favorite technologies while providing instant access to content. Built by a team that knows RFP response, RFPIO allows teams to thrive.

RFPIO scored 92/100 (No. 1 in Proposal Management) in the Proposal Management category. This is based on user satisfaction (96/100), press buzz (33/100), recent user trends (rising), and other relevant information on RFPIO gathered from around the web.

The score for this service has declined over the past month. What is this?


RFPIO Product Overview

  • CRM integration with Salesforce

  • Collaboration integration with Slack

  • Cloud storage integration with Google Drive, Dropbox, and Box

  • Proprietary import and export technology

  • Intelligent and adaptive knowledge base

  • Workflow management

  • Custom integrations and customization available

Languages: Spanish, Japanese, Korean, German, French, Chinese, English, Portuguese
Software Buyer Guide 2019

Proposal Management Software Buyer Guide 2019

Product recommendations, vendor rankings, market overview and tips on how to select Proposal Management software for business. Published in April 2019.

These products help create, store and manage proposals quickly and in an organized way. Businesses that need to draft and design proposals on an ongoing basis can save time and effort by using proposal management software. Most products come with a drag-and...


RFPIO Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • History/Version Control
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Configuration Rules
  • Database
  • Guided Selling
  • Estimates / Quotes
  • Product Catalog
  • Pricing
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Order management


Does RFPIO offer multi-user capability (e.g. teams)?

Yes. RFPIO strongly encourages team collaboration and is built to streamline the RFP response process.

Does RFPIO integrate with any other apps?

RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

Does RFPIO offer guides, tutorials and or customer support?

RFPIO offers onboarding, tutorials, and customer support. The RFPIO platform also integrates with a comprehensive feedback form that all users can access. The submitted feedback is public to the entire RFPIO user community.

What are some applications RFPIO is commonly used in tandem with?

RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

What is RFPIO generally used for?

RFPIO delivers ROI to organizations of all sizes and industries that respond to RFPs. See instant ROI through a no-nonsense setup, simple and intuitive user interface, and robust integrations.

Who are the main user groups of RFPIO?

RFPIO serves organizations of all sizes and industries that have more than one person responsible for any portion of RFP response. RFPIO's SaaS solution streamlines the entire RFP response process.

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