capterra

"Excellent cloud solution for managing RFPs/RFIs."

Smarsh INC

Reviewer: Ryan Batiuk

Pros: Looks very attractive. Organized well by projects. Import features are best in class. No more needing to import from a template, we can import right from a spreadsheet the customer gave us!

Cons: What we like least the right-hand side panel, we wanted more selections from a list. As well as an Apply button so not to have to copy-and-paste. When we met with them and described this feature, they enabled it the very next day. Just such great customer service.

Recommendations to others considering the product: If anyone is having any trouble using the software, just give them a call. They are very willing to show you best tips and recommendations for using the platform.

Overall: We came over from RFP365, while that was a decent solution, RFPIO turned out to have some more compelling features. What helped us unlock those features were great training sessions to really experience the product. We also had some real specific requirements and they enabled them for the very next day! Just fantastic customer experience.

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