Microsoft Teams

Microsoft Teams + RFPIO

Deliver messages, send reminders, check project status, assign tasks, and access the Answer Library, directly from Microsoft Teams.

Integration Type

Get everyone on the same page

Linking RFPIO to Microsoft Teams means simplifying collaboration and knowledge sharing—and keeping your teams aligned from kick-off to submission.

With the RFPIO-Microsoft Teams integration, you can:

  • Send messages back-and-forth between collaborators on RFPIO and Teams.
  • Link RFPIO projects to a designated Teams channel. All comments posted in RFPIO will be delivered as notifications in the channel you’ve configured. If a particular user is mentioned, they will be notified in private chat as well.
  • Share documents via Teams, and access audit log of who has viewed, edited, or signed documents. Teams also automatically stores signed documents, so you can easily retrieve previous versions.
  • Search and recall Answer Library content using @-commands. Preview top results in Teams chat window, or click to open RFPIO to view all matching Q&A pairs.
  • Check project status, resources used, and pending clarifications.
  • Install RFPIO as a sideload or general tab for quick access via I-Frame viewing in Teams.

Learn more and get support

  • Contact Sales for a customized demo.
  • Learn more about how to set up Microsoft Teams in our Help Center (only available for current RFPIO customers).

See RFPIO’s integrations in action

“RFPIO’s Salesforce integration is helping our business be more efficient and organized with RFPs and RFIs. We can easily view insights and progress with every RFP, right from Salesforce.”

-Alison Moeller, Team Lead, RFP & Sales Enablement Accolade

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See how it feels to respond with confidence

Why do 100,000+ users streamline their response process with RFPIO? Schedule a demo to find out.

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