RFP360

RATING:

4.5

(283)

About RFP360

It’s not easy to source the right product, technology or service — and choosing the wrong vendor or supplier is costly. Instead of making things easier, traditional RFPs and other types of RFx (RFI, RFQ and more) complicate the process. Inefficient spreadsheets, unstructured documents, disorganized email messages, outdated contact lists, subjective evaluation criteria. Technologies that you thought would help only add to the stress. The good news is — there’s a better way to issue and manage RFPs and all other information requests. One that’s organized, fast, effective and 100 percent digital from start to finish. RFP360 is leading this full-circle RFP evolution — a true digital transformation. Your team drives the process, publishing an RFx, inviting vendors, co...
Request management | RFx evaluation & scoring | Collect, score and compare responses side-by-side in one view to make better decisions.

RFP360 Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for RFP360

1 - 5 of 283 Reviews

User Profile

Bob

Verified reviewer

11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed October 2017

Good once I got the hang of using it.

PROS

No need to print a few copies and fed ex. It was easy to track the progress of the RFP and my proofer could easily see what we had completed in each section.

CONS

Did not always let me save a draft so I had to do questions more than once. If I did not have an internet connection I could not work on the RFP. It would be nice to be able to download the questions so they could be answered off line.

Vendor Response

Hi Bob! Thank you so much for your feedback. We're so glad you found it easy to track progress. You¿re absolutely right, at this time, since we¿re a web-based platform, users do have to be connected in order to work in the system. There is no option to work off-line. As far as being able to export the RFP/Proposal, you absolutely can with the Export button option in the upper right hand corner, however, if changes are made outside the system you won¿t be able to see all the metadata we capture on each and every response. When edits or new info is entered in the system, we capture all changes, versions, made by whom and when. This can be quite helpful when working with larger teams and lots of users.

Replied October 2017

Kyle

Automotive, 10,000+ employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2021

Roadside Relevant

PROS

It's the most focused proposal automation platform with the most robust capabilities. RFP360 is laser focused on their core value prop of proposal automation and isn't complicating its platform or confusing users with proposal-adjacent activieits and services like other players in the market often do. The pricing model works differently from other platforms and is far more manageable for companies with a large number of stakeholders and subject matter experts in operations who need to respond to questions in an RFP.

CONS

The Knowledge Library can become difficult to manage with multiple versions of the same response. It would be nice if we could somehow identify that 2 entries are answering the same question in slightly different ways, or avoid creating the duplicate entry in the first place. Importing complicated RFP documents can be very challenging. I often end up with missing questions and its difficult to edit once imported.

Reason for choosing RFP360

Focus on proposal automation, ease of use, attention from sales team and senior management in sales process, pricing

Reasons for switching to RFP360

Too expensive, too cumbersome to use, too many features and capabilities, too hard to keep content updated without team of people managing it.

Vendor Response

Hi Kyle, thanks for taking the time to offer insight about your experience with RFP360. We heard similar feedback from other users about challenges managing content and have since made improvements. Now you can edit Knowledge Library records within a proposal using our new inline editing feature. You can also turn the default "Save to Knowledge Library" setting off from your Account Settings. We are continually working on enhancements and feedback like yours helps guide our efforts. If you ever have any questions or additional feedback, your customer success consultant would be happy to hear from you.

Replied May 2021

Susanne

Information Technology and Services, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2021

Great Proposal and Content Management Program that is continually evolving and improving.

RFP360, has become absolutely essential to the proposal process at Experian Health. Before we partnered with RFP360, we depended on a more basic, proposal content repository program and a largely manual process to respond to RFPs. We were looking for a better way to centralize our proposal content repository and make our proposals more collaborative. We needed a source of truth for the company. We required a program that allowed a large number of people to access the content easily but not on a per-person subscription fee structure. We also needed the program to hold multiple types of files as well as free text. RFP360 was the only program we could find that met all of our needs.

PROS

RFP360 has made our proposals so much faster and easier. We use the software to organize and manage our content library containing more than 3000 records. The data included with each record helps us confidently select the best answer. For example, we can quickly see who wrote the response, who has updated it, who approved it, and when it was last used. RFP360 has enabled us to capture key information from subject matter experts and stakeholders. By saving these responses in RFP360, we save our SMEs' time, and we no longer have to conduct time-consuming back-and-forth discussions via email.

CONS

At the initial implementation, there were a few functions missing that we had on our checklist. However, RFP360 listened to our needs and has developed and implemented everything that was on our list and more. We were willing to go with a company that was still developing their product, because we knew they were listening to their end users and developing new functionality based on end user needs. Additional cons - It can lag in updating/processing, especially if you have to work through a VPN. - Formatting does not always preserve during import and export.

Reason for choosing RFP360

Functionality, pricing not based on user count, ability to have input into future functionality, and most importantly - the responsiveness of the sales and account manager and their willingness to help us throughout the contracting, implementation, and building processes.

Reasons for switching to RFP360

RFP Monkey did not have the interactive functionality we needed. It was a good content database, but it did not have any proposal automation aspects.

Vendor Response

Susanne! Thank you so much for the kind words and offering deep insight into your experience. We are absolutely thrilled that you chose to partner with RFP360 and have grown with us through our product development. It's working with teams like yours that keeps us going in the right direction and we appreciate your feedback! As always, if you need help with formatting, please reach out to your Customer Success Consultant would be gladly walk you through any fixes you need going forward.

Replied April 2021

Mary

Law Practice, 11-50 employees

Used less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

FUNCTIONALITY

3

Reviewed August 2018

Takes some getting used to, but I will get used to it

Meh. I expect it will get better over time. Its great to It does NOT need more "bells and whistles" -- please K.I.S.S.(Keep it simple,stupid) ! Too much more will ruin a potentially good thing. It needs to be easier to set up users, and easier to export the final submitted copy -- I can't rename or set the folder to save into, and everything exports with the exact same name. Ugh.

PROS

I mostly loved that I didn't have to put together a paper response and FedEx it the day before the due date, so it saved me money and time. I also liked the Dashboard feature letting me know what section was in which phase of work, especially when I thought I was done and ready to submit, but it made me go back and "finalize" two parts.

CONS

Very difficult to get set up to use it at the beginning; My coworkers never managed to get in to review the proposal online. This program is minimally intuitive. In several places, RFP365 required file uploads that were not required by the question. I had to get around this by copying my text answer and then opening Word, pasting to a new Word file, saving as a PDF, and uploading the PDF file. Saving the unnecessary document file then cleared out the Comments (aka "response") field, so luckily let me fill it again without retyping.

Vendor Response

Mary, while we're glad you enjoyed saving time and money, along with gaining efficiencies with our solution, we're sorry you didn't have a more positive experience. We're sorry you struggled with the setup and user interface. In the future, if you have any questions on how to use RFP365, please know that we'd love to help and are available online or via phone at 844.737.0365.

Replied August 2018

Janet

Financial Services, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2021

Good and useful product

PROS

Search function works really well. I still have not actually uploaded an RFP to have it populated - I was very excited about this feature but have not been able to use it yet.

CONS

I'm still struggling to keep things orderly and updated - the original upload contained a lot of information which is now outdated and will take a lot of time to go through. Also, a lot of repeat information that I need to remove.

Reason for choosing RFP360

Price was better and some of the features were better.

Reasons for switching to RFP360

Old software was too difficult to use

Vendor Response

Hi Janet, it's great to hear that RFP360 has improved your team's RFP process. We're always looking for new ways to make our customers' lives easier, so we really appreciate your feedback. If you ever have questions about the upload process or any other feature, please don't hesitate to reach out to your customer success consultant, who would be thrilled to hear from you.

Replied April 2021