PipelineDeals

PipelineDeals + RFPIO

Drive seamless collaboration between sales and proposal teams by linking your response process to your CRM.

Integration Type

Bring your sales and proposal teams together

Make collaboration easy by integrated PipelineDeals with RFPIO, so your teams can work together on the platforms they already know and love.

With the PipelineDeals-RFPIO integration, you can:

  • Launch RFPs, RFIs, and Security Questionnaires directly from Pipeline Deals, leveraging existing content from existing account and opportunity objects.
  • Check RFPIO project status from the PipelinesDeals dashboard.
  • Gain insight about your resources used and deals won using built-in executive dashboards and summaries.

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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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