Likelihood to Recommend It is so easy to create templates and then send them as documents for signature. It's helpful that our whole team can see the documents so that we all know what still needs to be sent. We use the HubSpot integration which is helpful, but it could use some additional development
Read full review Responsive (formerly RFPIO)
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.
Read full review Pros PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates. The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously. Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process. Read full review Responsive (formerly RFPIO)
Live collaboration - the ability for multiple experts to simultaneously work on the same RFP. Artificial intelligence - the ability for the product to continually learn what the best answers are and serve them up to our teams. Dynamic branding - the ability for custom brand different templates by vertical, line of business, local branding, etc. with seamless transition. Content review & moderation - the ability for our national content team to bulk review, edit and share content with our teams in a methodical way. Read full review Cons The automatic snapping of added fields in templates could be toggleable to more easily place fields where they need to be When fields are duplicated, the generated Field IDs can get long (e.g. Text_1, Text_1_1, Text_1_1_1, etc) Loading screens are sometimes long Read full review Responsive (formerly RFPIO)
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 Read full review Likelihood to Renew The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
Read full review Responsive (formerly RFPIO)
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.
Read full review Usability Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
Read full review Responsive (formerly RFPIO)
Reliability and Availability We haven't had any real issues regarding downtime as of yet.
Read full review Responsive (formerly RFPIO)
Performance The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
Read full review Responsive (formerly RFPIO)
Support Rating Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
Read full review Responsive (formerly RFPIO)
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.
Read full review Implementation Rating Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.
Read full review Responsive (formerly RFPIO)
We were able to complete an RFP during our free trial. We were already leaning toward RFPIO but that pushed us over the edge.
Read full review Alternatives Considered PandaDoc and
DocuSign are very similar in functionality and design, but I prefer to use PandaDoc's interface. It is so easy to use and I prefer PandaDoc's interface and UI. It feels a little cleaner and a little more professional to me when compared with
DocuSign 's interface and UI design
Read full review Responsive (formerly RFPIO)
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.
Read full review Scalability It's scalable
Read full review Responsive (formerly RFPIO)
Return on Investment It has helped increase our sales productivity by allowing us to get contracts back more quickly. Has helped with employee efficiency in contract writing. It has helped our company find contract writing mistakes before they get to our clients and cause confusion. The one negative would be the increase in costs associated with using this software, which seems to increase each year at renewal. Read full review Responsive (formerly RFPIO)
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. Read full review ScreenShots