Respond faster

to RFPs, Security Questionnaires,

DDQs, and more

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Confidential I © 2021,
Key Cut response time by an average of 40%
Automatically respond to commonly-seen questions with auto-response functionality powered

Benefits by machine learning

Manage and moderate content and projects

Organize RFP content, import projects, assign tasks, respond to questions, set up review cycles,
and export into the source file or custom template.

Streamline cross-functional collaboration

Easily collaborate across teams using in-app @mentioning, and integrations with Slack, Teams,
Hangouts, and Jira.

Make data-driven decisions

Gain insight into time spent, deals won, and resources used using built-in business intelligence
and analytics.

Integrate into your existing tech stack

RFPIO integrates with more platforms than anyone, including popular CRM, SSO, Cloud
Storage, and communication platforms.

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Automate responses
With the power of machine learning

Auto Respond leverages machine learning to match

incoming RFP questions with existing question-and-
answer pairs stored in the RFPIO Answer Library.

“Auto Respond is absolutely

brilliant. It answers 80% of an
RFP in a few seconds.”
–Paul Taylor, Vice President of Solutions
Engineering at Crownpeak

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Organize content
With an AI-enabled Answer Library

RFPIO’s content management features includes:

● Answer Library Moderation
● Assigning Owners and Review Cycles
● Rich text editing
● Creating and managing catalogs
● Organizing content with tags, collections, and custom fields
● Storage for question-and-answer pairs, pdfs, Word/Excel
documents, templates, and Powerpoint templates and slides
● Support for multilingual content
● Audit Log

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Manage projects
With in-app proposal management features

RFPIO’s proposal management features includes:

● Importing RFPs (Word, Excel, or pdf)
● Intake requests
● Assigning questions and/or sections
● Author recommendation according to bandwidth and
expertise
● Automated reminders
● Sequential review cycles
● Autograph (e-signature)
● Exporting to source file or custom template
● Simplified user management via Custom Roles and SSO
● Integrations with CRMs like Salesforce, Dynamics, and
Hubspot

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Simplify collaboration
With in-app comments, @mentioning,
and integrations

Collaboration features include:

● @mentioning collaborators on a question- or project-level
● Consolidating project conversations in one place
● Multilingual UI available in
17 languages
● Integrations with communication apps Slack, Microsoft Teams,
Google Hangouts, and Jira

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Gain insight
With out-of-the-box reporting dashboards and
analytics

RFPIO’s built-in reporting includes:

● Trend Analysis, showing a snapshot of key facts
when creating a new project
● Executive Dashboard, displaying project stage,
project type, Answer Library usage, and more,
● User Report, displaying each user’s assigned
projects, questions, and sections, and total time
spent,
● Answer Library Report, tracking keyword
searches from your Answer Library and RFPIO®
LookUp,

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Create a content hub
Make company knowledge available from
(practically) anywhere

Empower your organization with the information they

need, from the following platforms:*
● Slack
● Google Chrome
● Google Hangouts
● Chromium Edge
● Microsoft Office (Word, Excel, Powerpoint)
● Microsoft Outlook
● Microsoft Teams

*Requires a subscription to RFPIO® LookUp

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Respond where your team is already working
RFPIO supports more integrations with third party tools than anyone

CRM Communication Cloud Storage Security

Questionnaires

Microsoft 365 SSO Authentication Browser Extension

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 Your data is safe with us

When it comes to security, we don’t mess around. Just ask the 1,000+ companies that trust us
with their data—including Microsoft, Salesforce, Western Union, and Google. From
infrastructure to people, RFPIO has woven security into every part of our DNA, so you can rest
assured your data is secure.

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 You’re in good company
1,000+ customers, including >20% of Fortune 500 companies, trust RFPIO.

EM Cloud Fortune 500

Fortune 100

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 MONTH YEAR

Get started
Join the 150,000+ users who trust RFPIO to streamline their responses

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