Who Uses This Software?

Vendors, suppliers, and Proposal Writing Teams who respond to RFPs, and want an easier way to reuse past work & collaborate. (We also have an RFP solution for Buyers. Reviews include both user types).


Average Ratings

57 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $5,000.00/year
    See pricing details
  • Pricing Details
    No "per seat" charges. Contact us for a free, no-strings custom quote.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • UPG Solutions
  • www.rfp365.com
  • Founded 2012
  • United States

About RFP365

For Marketing & Sales team responding to RFPs, you get #1 A powerful search engine that helps you find, edit, and reuse past proposals & responses in seconds. #2 Your whole team on the same page with centralized, real-time collaboration. #3 Clean dashboards that visualize progress, showing who is working on what, and what needs to be done. In other words, the "process" managed, so you can focus on content. Flexible pricing structure lets you pick the plan that fits your needs and your team.


RFP365 Features

  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control

RFP365 Reviews Recently Reviewed!

Easiest RFP process out there.

Nov 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: RFP 365 is totally simple, user friendly and intuitive. Not having a bunch of excel tabs and multiple document layers is a huge win. Would love for more companies to participate through RFP 365.

Overall: Quicker and more collaborative answers for submitting a response to an RFP.

Vendor Response

by UPG Solutions on November 09, 2017

Hi there, Thank you so much for your review! It made our day that you've found our system so helpful. Thank you again! - The RFP365 Team

D1a7bbad35775bc1cab38cb4103c8a14

Good once I got the hang of using it.

Oct 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality

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

by UPG Solutions on October 30, 2017

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.

Streamlined RFP Process

Oct 11, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to jump from section to section and see which questions were completed and which ones needed edits or a second look.

Cons: Had trouble delegating permissions among my team members -- Was not able to give more than one team member (in addition to myself) ability to write responses at one time.

Vendor Response

by UPG Solutions on October 13, 2017

Hi Dylan, thank you so much for taking time to review us! I'm so glad you've found it easy to track your progress. If I understand your "Con" correctly you're trying to bulk assign questions to team members? If you assign sections (rather than individual questions) your writer and approver will default to the rest of the questions in that section. If you were trying to assign multiple writers to a single question, you're right it's only one writer and approver per question. But you can reassign these as needed and/or message your team as you're working. You can get step-by-step instructions here http://help.rfp365.com/ or email support@rfp365.com if any of that doesn't make sense. Or call us at (844) 737-0365

Quick and easy

Sep 21, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Edits and Approvals as well as Status Dashboard are easy to view and use. The quick view of your status is very helpful.

Cons: Initial set up was not very clear (Profile definitions). It would be nice to have a view or a hyper link to the missing items within the status dashboard.

Vendor Response

by UPG Solutions on September 25, 2017

Hi Francois, thank you so much for taking the time to review us. I'm so glad you found RFP365 easy to use. That is a great a suggestion, I'm passing it along to our product team now. Thanks again!

Overall, we are very satisfied with RFP365.

Sep 19, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The Knowledge Base feature is an enormous time-saver. We no longer need to reinvent the wheel every time we respond to an RFP question. The ability to easily locate, repurpose and adjust existing content in the Knowledge Base has resulted in uniquely positive feedback from all of our users.

Cons: It would be nice to be able to copy and paste screenshots into responses without image degradation. The image quality is fine when we use the import feature; but this feature is also more time-consuming than copy-and-paste.

Overall: As stated in the survey, RFP365 has been a significant time-saver when it comes to responding to RFP questions.

Vendor Response

by UPG Solutions on September 21, 2017

Hi Matthew, Thank you so much for your great review! We're so glad you're not reinventing RFPs anymore! That is our daily goal. Thanks for partnering with us in bringing RFPs into the 21st century. Unfortunately with copy and past we can't control the resolution. We watch for a universal tool that would allow that, but so far that high-res functionality doesn't exist. If you're not already, we recommend saving images directly to your Knowledge Base (rather than uploading them every time). That way they're only a click away. Thank you again for the feedback! We really appreciate it.

Was very easy to use

Sep 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It was very simple to use from a vendors perspective. Very easy to break up for the team to do their job

Vendor Response

by UPG Solutions on September 19, 2017

Hi Jim, Thank you so much for your review! We're so glad you found it easy to use and that it made proposal tasks easier for your team! We're honored to partner with you.

Painless implementation and it improved our RFP experience SO much.

Sep 14, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The library and how it interacts with the RFPs/proposals is great. I love being able to access previously used answers and being able to edit the content library so quickly and easily.

Cons: Right now, we're working to clear out our Knowledge Library and I wish there was a simpler way to verify and remove duplicate answers, but this is such a minor issue, it's almost not worth noting.

Overall: We will have an updated knowledge library that will be consistently reviewed in the future. We are able to upload and complete RFPs so quickly, it's amazing we ever survived without this product.

Vendor Response

by UPG Solutions on September 18, 2017

Hi Mary, Thank you so much for your kinds words and great feedback. We're so glad you found it painless to implement and you're wondering how you survived without us. That truly, truly made our week! Thank you! Below is a ink to a Help Article that explains several ways you can filter for content and check redundancies. We also wanted to let you know that we're planning for a new feature that will allow you to group various Responses under one Question. Which will make it easier to manage similar responses. Stay tuned. Thanks again! http://help.rfp365.com/knowledgebase/articles/885213-how-do-i-clean-up-my-knowledge-base

Loads of functionality, very easy to use. Streamlines the RFP process

Sep 12, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability to export your finished RFP Product into a nice clean final file. Using the software made responding to RFPs 100 times easier than without it. RFP 365 completely streamlined or RFP response process.

Cons: The lack of flexibility from a development standpoint, and the long lead times any new enhancements require.

Overall: Streamlined RFP response process, de-duplication of efforts, increased collaboration across teams / departments, and overall greater efficiency in winning new business.

Vendor Response

by UPG Solutions on September 13, 2017

Hi Anthony! Wow, thank you so much for the great feedback. We're so happy it's made responding 100x easier! That's our daily goal. While it's difficult to create all the numerous feature requests we get from all our clients, we want you to know we really do track and prioritize them all on a weekly basis. Please keep giving us your great ideas. We'll follow up with you soon and give you a status update. Thanks again!

Had to do an RFP for a client. Worked fine with only a couple of issues with lost information.

Sep 09, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: One place to answer questions in an easy format. So, the review becomes a negative when it tells me the answer I gave wasn't long enough.

Cons: Approving other writers information was an issue. We lost text that was typed in by the other writer when they submitted to be review. This made the writer have to go back and do it again.

Vendor Response

by UPG Solutions on September 11, 2017

Thanks for the review. We'll investigate the situation you described with the approvers. Thanks for letting us know.

The software was easy to understand and uploading the components was very self explanatory.

Sep 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We were able to save on paper and other binding materials. It allowed more than one individual to post answers simultaneously.

Cons: We would prefer to upload section by section oppose to uploading individual questions. There should be a separate folder for addendums.

Vendor Response

by UPG Solutions on September 11, 2017

Thanks so much for your great feedback! We're intrigued by your request, it doesn't look like your recent work including an addendum, but we could have Client Success follow up to get some more specifics if you would like? We'd love to help any way we can.

User friendly

Sep 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Auto save , not a lot of re work and able to undo and re input if needed. Easy to navigate system. Shows your pending tasks and updates frequently.

Vendor Response

by UPG Solutions on September 11, 2017

Thank you, Jennifer. We're so glad you found our platform easy and helpful! That makes us very happy.

It was easy to work through the RFP

Aug 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The questions were clearly separated in the left navigation. We also liked the dashboard- it was great to see at a glance the status of the RFP. We also liked how you could easily change answers and in approve items,

Cons: Not all of the items allowed for attachments and we could not format our answers with the tool. The export into word did not format properly.

Vendor Response

by UPG Solutions on September 06, 2017

Hi Ann, Thanks for the great feedback. We're so glad you found it easy and that you liked the dashboard! We've just added in new functionality for those writing the RFPs so they can edit them on the fly to correct issues like you reported -- not being provided a way to put in an attachment. Going forward this should solve the problem for recipients like yourself. If you notify the RFP Point of Contact about such an issue, they can get in and correct it seamlessly. Also, the authors of the RFPs control when attachments are allowed. So sometimes they don¿t want attachments and sometimes they allow them. The export into Word is for your records, as the official submission is online. Thanks again for taking the time to review!

RFP365 has made our organization much more efficient and effective when responding to RFx.

Aug 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Knowledge Base. This has completely changed the way we respond to RFx and assessments. Being able to have a complete library of responses along with functionality to keep the library updated has made everything so much easier.

Vendor Response

by UPG Solutions on August 31, 2017

Hi Ryan! Thank you so much for your review. We're so glad you've found RFP365 so helpful, that completely made our week. Thank you!

The software was easy to use, but I would recommend making it functional.

Aug 29, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I liked that you could answer questions in different sections, and that you could save your responses after you answered the question.

Cons: I would like for it to be mobile friendly. I would also remove the save and continue feature, and have it auto-save your responses. Additionally, I would like to easily space between paragraphs in the text box when crafting my responses.

Vendor Response

by UPG Solutions on August 30, 2017

Hi Natalie, thank you so much for your feedback. We really appreciate it! We actually have an auto save that secretly ¿runs¿ in the background at all times to make sure no responses are lost. Save and Continue actually ¿moves¿ the question in and out of different stages and kicks off a series of notifications for others who might be. Approving responses on a team who¿s answering a Proposal. Developing for mobile apps is definitely something we¿re moving towards, hopefully not too far in the future. Stay tuned.

The questions were unique compared to other RFIs completed and encouraged customized answers.

Aug 22, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Pros: The ease of answering questions and quickly picking up on where you left off. It didn't leave you worried that your work was not saved.

Cons: Navigation was not intuitive particularly around assigning tasks and exploring the various tools within the software

Overall: Lockton

Vendor Response

by UPG Solutions on August 22, 2017

Hi Joe, thank you so much for your feedback. Were you able to view the product "tours" on each page explaining the features? They¿re designed to help with that navigation. If you're stuck on anything we'd love to help. Give us a call at (844) 737-0365 and we'll walk you through it. Our check out our FAQ at http://help.rfp365.com/ The good news is, the next time you're invited to another Lockton RFP, all the content you created this round will be there and ready for your reuse.

Easy to input and upload documents.

Aug 10, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use, knowledge saving of answers is helpful for future RFPs, uploading documents was very easy.

Cons: Difficult to find where I left off, which questions were not answered; filtering the results was not helpful.

Vendor Response

by UPG Solutions on August 10, 2017

Hi Pamela, thanks for your feedback! The easiest way to find your list of uncompleted tasks would be to go to the Home Page (look for the house icon on your top-left). There on right of the page you'll see a list of everything that is left to complete, or is in draft and/or or still not approved. If you're still stuck feel free to give us a quick call and we'll talk you through it: (844) 737-0365 option #1

Easy to use

Aug 04, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: allowed for easy document uploads; main responses allowed for lengthy responses; checkboxes made sense for the most part

Cons: There were too many steps to finalize a response: "mark as complete" "approve". Also, it would be nice if the additional comments field allowed for formatting.

Vendor Response

by UPG Solutions on August 15, 2017

Hi Christa, Thank you so much for your feedback! We're so glad you found it easy and helpful. Thank you for constructive comments as well, that's super helpful. We'll look into how we can make that more straightforward. Have a great week! -RFP365 Team

Excellent experience with customer support, as I had just a few issues with submission.

Aug 02, 2017
3/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: Like the idea of delegating tasks and the overall review of each section. It's helpful to see when a question has been completed.

Cons: the overall look and feel is difficult to use. The ability to input charts and graphs is very difficult and can become distorted. This is frustrating when you are used to having a final product that looks a certain way.

Overall: The only benefit I got from this software is the tracking capability of the items completed.

Vendor Response

by UPG Solutions on August 02, 2017

Victoria, thank you very much for the feedback. From your input I think some additional inline tours could help, and we'll look into the graphics. You can resize them in the text editor, and that may help distortion. So we'll look into this as well.

Very satisfied with the program.

Aug 02, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ability to share with colleagues across the country. We can interact and share live data instantly while we are evaluating vendors.

Cons: Some of the limitations on changing question and answer types. ie. Changing the answer type without erasing the current answers.

Vendor Response

by UPG Solutions on August 02, 2017

Thanks, Joe. And as we discussed I think we'll challenge our long-standing restrictions to inflight edits. This makes great sense and would certainly make our support job easier.

Overall good experience.

Jul 31, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: The sections were labeled very clear and the instructions helped in preparing the final full proposal.

Cons: We did not have a sub-award on our proposal but the system would not let us submit unless we had a document uploaded.

Vendor Response

by UPG Solutions on August 02, 2017

Joel, that's great feedback. We are planning to make those attachments optional, as that is becoming a larger headache. Thank you.

Simple instructions such as steps 1, 2, 3 would help.

Jul 25, 2017
3/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Cons: Difficult to navigate, difficult to understand how to select "to do" items, and instructions are not well written for ease of use.

Vendor Response

by UPG Solutions on July 25, 2017

Patty, thanks for the feedback. I'll look at the tour functionality, as that should have popped up to guide you through the system. We'll be in touch to discuss your specific 'ease of use' ideas, as we'd love to consider them for future enhancements. We certainly appreciate your feedback.

Makes answering of RFP questions easy, although custom formatting can be a challenge.

Jul 14, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Search functionality is smart. Usually, finds the most relevant answer, but still displays reasonable alternatives. The application makes it easy to ensure no questions are missed.

Cons: Some frustrating bugs in text boxes. Formatting can be a challenge. Limits use of images. Lack of personalized company branding.

Vendor Response

by UPG Solutions on July 17, 2017

Hi Scott, Thank you so much for your feedback, we really appreciate it! Here are a couple of tips that might help with text editor formatting: 1. We just upgraded the text editor so that should help with bugs. 2. If you're copying and pasting and directly from Word a doc, there may be some formatting behind the scenes that's causing the issues. Clearing out the text formatting first may help -- converting to plain text, etc. You can can also do some branding within the Proposal itself by uploading logos or company images etc. Hope that helps! If you have any questions we'd love to help, sales@rfp365.com | (844) 737-0365 Thanks again! -RFP365 Team

It appears easy to learn and understand and hope acceptance will confirm this.

Jun 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the software is cloud based so that I can log in from difference computers and the information is readily available.

Cons: .

Vendor Response

by UPG Solutions on June 01, 2017

We're so glad you like it Donna! You could use the "message" function to contact the Point of Contact asking them to confirm that they received the submission, if you like. Just let us know if you have any problems.

Great tool

May 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1. Workflow - Excellent assignment/reassignment and user notification tools
2. Centralized knowledge base - The heart of the system. Once this is populated and configured it is extremely valuable.
3. RFP Dashboard - Great metrics and drilldown capabilities
4. Excellent customer support - Prompt attention to every issue or question I've had. Amazing support team.
5. Cost
6. Salesforce integration - I am looking forward to this new capability and expect it will be valuable for our organization.

Cons: RFP365 is surprisingly robust for the cost. In terms of cost-to-benefit, it is difficult to classify anything related to this product or company as a negative.

In terms of performance, I'd like to see more controls in place for avoiding human error. Perhaps a confirmation alert prior to performing certain actions. For example, multiple times I have inadvertently changed the assignments for entire sections when attempting to update individual questions. This is easy to avoid, but it is an error I have commonly made when using the system.

In terms of features/functions:

Collaboration tools - RFP365 has multiple options for collaborating with the RFP response team, which I find very useful. My only challenge with the tools are:

a) Messages lose their formatting when posted in the Messages area so all text becomes one paragraph.

b) Internal notes in the individual response Details area are posted as part of the audit trail so quickly get lost in the history if a lot of activity takes place on the response.

c) When sending a message (Messages area), you can select to send only to a team member or to send to the whole team (great feature); however, there is no option to send to more than one team member without sending to the whole team.

Vendor Response

by UPG Solutions on June 01, 2017

Thanks for the great suggestions Martie! We have some features on roadmap that directly relate to what you're talking about. We'll be adding in some things very soon which will reduce the risk of losing or deleting content etc. Meanwhile, let us know if you have any questions . support@rfp365.com or (844) 737-0365 opt. 2

Good experience overall.

May 26, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Pretty simple to navigate.

Cons: Some questions had an option to select from a drop-down menu. These options do not show up when you download the RFP.

Vendor Response

by UPG Solutions on May 26, 2017

Thanks for the feedback Filip! Did you know we changed the XL template upload a few months ago to add in the capability for drop-down type questions? We also recently created another enhancement to the XL upload, adding the ability to make Sub-Sections as well. We'll have someone from our Client Success team follow up with you personally to walk you through the process.

RFP user completing a survey from an advisor. Most of the questions do not apply to our business.

May 24, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: RFP365 can be easy to complete when the question are yes and no. It seems to remember me now so I don't have to log on all the time. I like that feature quite a bit. We switch from project to project.

Cons: We sometimes lose responses which is frustrating. If we hit approve it should save all updates. it seems you must hit save first and then approve.

Vendor Response

by UPG Solutions on May 25, 2017

Thanks for the feedback Jean! Unfortunately we can't control the relevancy of the questions asked -they're created and formatted at the discretion of the RFP-Issuer. But you'll be happy to know that we heard your and other client¿s concern about not having auto-save all the time for responses, so we made sure to include that in our most recent release over the Easter weekend. So that should resolve your issue. Please check it out and let us know if it helps going forward. If you have any problems or questions please contact us we'd love to help. Email us at suppport@rfp365.com or call (844) 737-0365 ext. 2

I am a first time user of this tool and found it very easy to navigate.

May 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I found it very easy to move from question to question within the tool and there were excellent help resources.

Cons: You must to populate every field instead of only those that apply to our response. It would be convenient to have an option to not respond to specific sections that do not apply.

Vendor Response

by UPG Solutions on June 12, 2017

Hi Maridale, Thanks so much for your review and feedback! You'll be happy to know in our last release we made it possible for RFP-Issuers to designate questions and sections as "optional." So as long as they decide to make it optional, you'll be all set! Thanks! Anna

Easy to create and manage RFPs

May 09, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ability to weight and score RFP questions. Ease of use of the tool. Very good customer support. Good so
Simple tool.

Cons: The question import function is hard to use. The instructions are not very clear. Can't change questions on section templates.

Vendor Response

by UPG Solutions on May 10, 2017

Thank you so much for your feedback Allen! We totally understand your frustrations with the limitations of the prior upload format. We've actually addressed those issues in our latest release. You now have additional options with the new template, including easier RFP build, subsections, and the ability to change around things once imported.

Relatively easy to navigate once you've been through the program a number of times.

May 05, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Self explanatory and the checks and balances. Clear understanding of what has been completed and what is left to work on.

Cons: Had some issues with saving drafts and getting back to certain areas of the RFI early on in the process.

Vendor Response

by UPG Solutions on May 08, 2017

Thank you for your feedback Justin! We appreciate it. We'll follow up with you directly to find out a little more about where you were confused and how we can improve instructions on how to save drafts.

I found it difficult to navigate the site at first but as I worked with it figured it out.

May 03, 2017
2/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality

Pros: To be honest there wasn't much that I really loved. I do like that I was able to save my results, and it would be easy to collaborate. I'm just getting started with it so hope to learn more of its capabilities. Perhaps you should consider a tutorial to show users how to best use it?

Cons: Navigation was somewhat difficult. I didn't like that some questions limited the type of response (i.e. only a number, but I wanted to put a range or N/A).

Vendor Response

by UPG Solutions on May 08, 2017

Hi Ryan, thank you for your honest feedback. Someone from our Client Success Team will be in touch to learn more about what you felt was confusing/missing from the product tutorial.

I loved the software for the easy of use

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I liked that I was able to share duties other team members and they were able to access the document to answer their questions as well. :-)

Cons: When I first started working on it, it was difficult for me to find the starting point, as I was unfamiliar with the software.

Overall: Answered an RFI

Vendor Response

by UPG Solutions on May 02, 2017

Oh, we love our invited vendors. Thank you so much for your kind feedback! If you ever need support, or have a question please reach out, we'd love to help. Call/email  (844) 737-0365 support@rfp365.com. We also have tips and FAQs at http://help.rfp365.com/

We found this to be quite easy to use the software.

May 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: This software was very easy to use and maneuver around in. It helped make the process easier. I liked how I could go back to change my answers prior to submitting the questionnaire.

Vendor Response

by UPG Solutions on May 09, 2017

Thank you so much for your feedback! That's great to hear!

I find this very easy to use

Apr 28, 2017
5/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support

Pros: Easy to use; easy to see your progress; easy to assign and reassign roles

Cons: With a due diligence or database for Empower where we have 5 market segments, it would be nice if we could enter all data into a general Empower questionnaire, then have separate questionnaires where we could enter only the information that differs. The way this website is set up, it looks like it can do that but it does not work.

Vendor Response

by UPG Solutions on May 01, 2017

That's great feedback, thank you Sarah! We've been hearing that across your industry so it's definitely something we're going to look into as we plan our roadmap. Appreciate your response!

RFP365 Greatly Impacted Our RFP Process

Apr 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: RFP365 is a tool that I would highly recommend to streamline RFP/RFI completion. Due to our RFP process, we spent a great amount of admin time coordinating responses with global contributors who would then have to spend a great amount of time searching for and/or crafting responses. RFP365 has provided a tool that allows us to streamline the coordination process as well as a repository of responses from which we can select for use or further customization. In addition, the RFP365 reporting feature and function allows each RFP manager to track progress on an individual basis as well as allows management a tracking tool by which to gauge success rates. The RFP365 customer support is outstanding. The team was been very flexible and accommodating to our large global group for integration and has never failed to help with further training. For individual issues, RFP365 has been very fast to respond and troubleshoot and always follows up. I would highly recommend RFP365 to any organization looking for an intuitive, simple to use system for streamlining and improving their RFP process.

Great product!

Feb 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have had a fabulous experience using RFP365. It is user friendly and intuitive. The customer service has been stellar. They are always responsive to questions and feedback, and are continuously working to make the product better.

Fantastic tool for busy RFP bid responders

Feb 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Search functions, ease of import and export, team assignments and approval processes, fantastic support, solid updates and affordability compared to any other tools in its neighborhood (that it outperforms).

Cons: The knowledge base strategy takes a bit of planning and discipline, partly because we use it to respond to bids in different vertical industries and for multiple products - so organizing is important. But this is as much the misery of RFP responding in general as it is something that might reflect on the tools. And the folks at RFP365 have been improving the KB tools substantially.

Overall: We tried quite a few tools to support a busy RFP response team over the years, and had never found one that was compatible with our workflows. RFP365 was a revelation. This tool fits our process perfectly, and is well-liked and respected by our team as an affordable boost to our productivity and process. I've not seen any other tool that comes close. Superb support as well.

Recommendations to other buyers: It just rocks.

RFP365 ROCKS!

Feb 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Organized and easy to find the information I'm looking for. Easily store templates for future projects and flexible to meet our needs. The consolidated reporting feature is also a huge asset to our team.

Cons: When editing RFPs/Profiles, I can't mass delete questions :(

*I really had to think hard here, cause there is almost nothing I dislike about the system.

Overall: Since day one, I have had nothing but the best things to say about RFP365 and the people at that organization. Yes, the system is incredible and has made my life much easier (and the rest of my team for that matter), but the people are what make the different. Dave Hulsen has been an absolute joy to work with. He's always quick with an answer (or the promise of one!) and always delivers. Stuart Ludlow has been absolutely amazing to work with from a vision perspective. Our team is always looking to us technology to it's full potential and Stu has helped us build this into something great! Anna and Rachel have also been a pleasure to work with and I believe the entire organization works tirelessly to ensure their clients are satisfied. I would absolutely recommend RFP365 to anyone looking to purchase RFP Management Software, if anything to give others the chance to work with these amazing people!

Simplify RFP Responses

Jan 26, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: It's easy to get started with RFP365. We primarily use the Knowledge Base, and it has dramatically simplified our technical RFP responses and been a great resource for our global sales team. Overall great value and customer support.

Quickest RFP/RFI responses ever!

Jan 25, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ability to respond quickly to RFP's.

Cons: Would like more functionality in regard to knowledge base management.

Overall: We often get last minute RFP/RFI's that we need to respond to. With RFP365 we can accomplish this nearly impossibly feat due to the ability to edit search terms and quickly retrieve.

Recommendations to other buyers: We adore this product, its value is over the top!

Overall Satisfaction

Jan 19, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Since purchasing the software I have been very satisfied with this product. Very easy to use but with really good features that allow multiple users to be able to work on projects all at the same time within the software platform. The only thing I would recommend as an update is if the software allowed you to list multiple approvers to section vs just one approver per section

Reduces Needless Meetings and Emails

Jan 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The best feature of this software is the ability to quickly see how many responses are left in each category (not started, in progress, approved).

Cons: We have had users editing questions when they should be responding in the answer blocks.

Overall: We have thoroughly enjoyed RFP365 since we started using it over a year ago. The knowledge base has eliminated tons of needless meetings and emails. We have also been able to greatly reduce nagging coworkers and subject matter experts for timely responses.

Working with RFP365

Jan 13, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: RFP365 is easy to use and user-friendly. I'm able to train individuals on the "how to" quickly so they are able to make their edits and move on.

Great product!

Jan 03, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: RFP 365 has been an excellent asset to our company. The customer service is on point and everyone I've dealt with has been very insightful and helpful.

The only complaint I have is sometimes there will be extra spaces added to paragraphs or in between sentences when I open an older entry. I'm not sure why this happens but it's a pain because then I have to go back in and fix it. Also, it would be helpful if after reviewing an entry, you remain on the same page. For example, if I'm reviewing an entry on page 10, it should stay on page 10 after I close out the entry, not go back to page 1.

Vendor Response

by UPG Solutions on January 03, 2017

Thanks for the feedback Danielle! We'll be in touch shortly to get some specific examples, and figure out how we can solve these frustrations.

The only way to run an RFP is through RFP 365!

Jan 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Flexible software and the customer service is great!

Overall: We implemented RFP 365 in 2016 and have reaped the rewards of having a more automated process for our clients which has reduced the amount of time it takes to create an RFP and score once the results are in. The customer service is amazing too. Anything you need they are there to help and always respond the same day, typically within a few hours.

Terrific Customer Support

Dec 29, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: For me, customer support is the most important feature of any product. When I have a need or concern, the support team at RFP365 is always responsive. During the past few months, I've had more questions than usual. Each time, the staff quickly helped me so that I could keep moving forward.

RFP 365 is Revolutionary

Dec 28, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have to say that the product matches the customer care and they are both amazing for our business. The ease of use for their product enables new users become pretty advanced in a short time period and I'm able to generate solid RFP products every month! Thanks to their team we are able to assist our clients with this sometimes difficult RFP task!!

Very simple to use and understand

Apr 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This process is very good to go through and the site is very user friendly.

Great start

Jul 01, 2015
3/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We recently started using RFP365 and have been happy with the tool. Our team has found it very user friendly. It's easy to learn and takes minimal training to get started.

The platform is a little buggy. The left navigation constantly changes depending on where you are in the tool which can be confusing. When issuing an RFP and editing a vendor contact, there is no way to return back to the RFP you're working on. You have to go all the way back to the home screen. Responses don't save/update as quickly as I would like. You sometimes have to click out of the response box or go to another page and come back in order for the "Mark as Complete" button to appear.

Additional features I would love to see is for time to be added to the proposal response due dates. There are many times when we need our SME answers by a specific time of day. It would also be nice if you could use parse tags or placeholders for knowledge center content. Some way to easily replace customer names, so you don't have to edit the response every time you use it, would be great. When issuing an RFP, the messaging functionality could be beefed up more. Being able to send vendors a message with an attachment was one thing we came across recently.

Vendor Response

by UPG Solutions on July 07, 2015

Terrific feedback. We are constantly working on navigation ease as we add new functionality. Those other features you mentioned are being analyzed for development. Thanks again for your time and input.

The solutions core functionality is good, but its usability / user experience could be improved.

Jul 01, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: * RFP Response (used most by us)
Core functionality is good; we have definitely benefitted from it and it has largely delivered on its promise. Acceptance by all users is good and only very little initial instruction is needed to get up and running.
Usability and UX could be improved; some secondary user stories are not well supported.
Examples:
- Access to "my pending tasks", where you need to select the list view, pick one to answer but then you need to go back to the dashboard to pick the next one after again selecting the list view.
- Bulk adjusting writer and approver assignments. This is now only possible per section?
- Filtering on proposals, which gives a drop down list with all proposals including completed ones which is not logical.
- The relationship between proposals / users with accounts is not clear/intuitive.
One major enhancement would be to support Knowledge Base management much better (see the suggestion I posted as feed back). Even though answers from the KB are proposed, most users are not able to easily find and reuse one. This is caused by using the complete question as selection criterion which usually results in >40 possible answers to reuse; users are not going to page through these answers to find one and are then creating yet another answer.
I see three solutions which are not mutually exclusive:
1. Improve the KB search algorithm. To be honest, I don't know how this can be done but I have seen solutions that are better at this (fuzzy logic?). Maybe only use key words which are extracted from questions based on the frequency that they have appeared in questions (nouns and verbs only)?
2. Improve the UI by reserving more space for the KB section which might reduce paging.
3. Definitely provide functionality to a) look for similar questions in the KB, b) present the KB answers for these questions, c) enable the user to create a model question (maybe only the key words - see above) and the model answer, d) remove the now redundant question/answer pairs (or 'archive' them which would exclude them from being searched. I think this would be differentiating functionality setting you apart from competitors.

Vendor Response

by UPG Solutions on July 07, 2015

Wonderful feedback. We may be in touch directly for some clarification, but the detail looks very promising.

The knowledge base is key to helping teams expedite proposals in a timely manner.

Jun 30, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Although the knowledge base is our savior, it would be helpful to have an easier way to identify how old a response is without going into the details - make the response date easily visible in the viewing pane. And perhaps make it easier to delete out-of-date responses in order to keep the knowledge base current.

Vendor Response

by UPG Solutions on June 30, 2015

Great idea. Thank you.

Easy to Work With

Jun 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Everyone at RFP365 is great to work with. They are responsive to suggestions and have made adjustments to the program based on some of the suggestions we have made. There are a few odd quirks, but again the staff is will to help and work them out very quickly.

A few quirks

Jun 29, 2015
4/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: Overall the product is good, however, had a few issues with people being able to see what they needed to review and answers not saving. It was very frustrating for my users.

Vendor Response

by UPG Solutions on June 29, 2015

Thanks for the candid review and we did isolate your save issue...and fixed it. We've been working with our designer to overhaul the dashboard so your users' tasks will be one click away.

Just Getting Started

Jun 29, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are just getting started. We are utilizing RFP365 for the Knowledge Database. Our plan is for 1 person to maintain the database, while allowing everyone access to our compiled data. As I've been getting content into the system, I've thought it would be handy to be able to at least export the names of all of our content. It would help the administrator be able to look quickly through the content and recognize duplicates or gaps that need to be filled.

Vendor Response

by UPG Solutions on June 29, 2015

Great idea. I'll export your content into an Excel spreadsheet and send it to you. In the future, we'll make a button so you can export this content yourself.

Solid Solution

Jun 29, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our global team loves this solution - there are a few enhancements that would make our workflow more effective, but overall - this is 1000% faster then checking in/ checking out files from a server. We are able to collaborate and the quality of our responses is growing. the knowledge-base is outstanding.

Vendor Response

by UPG Solutions on June 29, 2015

Terrific to hear. We'll be in touch directly to get your specific ideas for enhancement.

Just what we needed

Apr 03, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: After comparing various RFx response programs, it was clear that RFP365 best fit our needs and budget. Uploading content into our "Knowledge Base" was easy to do and once that was set, finding answers to questions was a breeze. The system is fast and finding responses to questions is simple, either through the auto or custom search feature. Having automatic reminder emails sent to SMEs helps when deadlines near and the progress graphs make managing projects easy. Having an RFx software program was not in our budget this year, but with what we do and 365's pricing structure, deciding to partner with them was a no-brainer.

Easy to use and the exact functionality needed

Mar 24, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: RFP365 provides the exact functionality needed for our team to effectively respond to RFPs. It is extremely cost effective and the RFP365 team has been extremely responsive to all of our needs and feature requests.

RFP365 is Top Notch

Mar 24, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I've been using RFP365 for over a year now and the product just keeps improving. The search engine is robust and the initial start up is painless (unlike some of the other tools on the market). It is an excellent value.

The blog and emails keep users up-to-date on enhancements but if you have a question, they are incredibly responsive.

Vendor Response

by UPG Solutions on June 29, 2015

Dian was our first client to use the system to manage RFP responses AND then be invited to respond to an RFP directly in the system. This is the future of RFPs: drag and drop, edit and collaborate. No more PDFs and spreadsheets. Her feedback continues to influence our development.