Best RFP Software for Small Business

How Many RFP Software Products Does G2 Track?

Total Products under this Category: 180

Category Stats (Aug 2026)

  • Average Rating: 4.65/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dasseti ENGAGE (+2.01%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

Last updated: August 03, 2026

How Does G2 Rank RFP Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,700+ Authentic Reviews
  • 180+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for RFP Software

G2 Grid® for RFP Software plotting products by satisfaction and market presence

Highlighted products: Responsive, formerly RFPIO, Inventive.AI, Zinit, Steerlab, Iris, Upland Qvidian, Dasseti ENGAGE, and Loopio.

Underlying data: [Grid® JSON](https://www.g2.com/categories/rfp/grids.json?focus%5B%5D=responsive-formerly-rfpio&focus%5B%5D=inventive-ai&focus%5B%5D=zinit&focus%5B%5D=steerlab&focus%5B%5D=heyiris-ai-iris&focus%5B%5D=upland-qvidian&focus%5B%5D=dasseti-engage&focus%5B%5D=loopio&segment=small-business)

Sponsored

Inventive.AI

Inventive AI is AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see > 90% faster RFP response workflows and up to 50% higher win rates. THE INVENTIVE DIFFERENCE We have built industry-leading AI Agents for 3 of the biggest problems for the sales teams: 1. AI Conflict Manager (proprietary) to tackle conflicting sources Inventive is the first and only platform to have built proprietary LLM technology to detect conflicting information between your sources, so only the most accurate data makes it to the 2. AI Context Engine (proprietary) to get highly contextual responses Our Agents take extensive context into account while responding to the questions ranging from the floated documents, meeting notes, relevant web information, and more 3. AI Agents for strategic advantage Inventive has multiple agents that help with researching your competitors as well as customers. You can also brainstorm creative ideas and do general web research on the platform. 4. New age knowledge management to reduce the pain of maintaining legacy QnA library Inventive integrates with your data tools (Sharepoint, gDrive, Confluence, Notion, etc.), which reduces dependency on SMEs to maintain legacy QnA . We also offer an approach to get rid of legacy QnA library completely for fast moving teams. 5. Answer excel questionnaires and create narrative-style proposals You can create responses to excel sheets as well as generate narrative style documents within Inventive. 6. Always ahead The founding team comes from Google AI, Stanford & UC Bekerley, and the team members are pioneers of several LLM and agentic platforms. We are always ahead of the game in terms of fast moving AI-technology. Request a demo at inventive.ai/demo

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Responsive, formerly RFPIO

Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications.

Average Rating: 4.5/5.0

Total Reviews: 1,301

How Do G2 Users Rate Responsive, formerly RFPIO?

  • Ease of Use: 8.7/10 (Category avg: 9.2/10)
  • RFX: 8.3/10 (Category avg: 8.9/10)
  • Review: 8.6/10 (Category avg: 9.0/10)
  • Questions Library: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Responsive, formerly RFPIO?

  • Seller: Responsive
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Frisco, Texas
  • Twitter: @responsiveio
    1,735 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    716 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Proposal Manager, Proposal Writer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 48% Medium, 39% Large

What Do G2 Reviewers Say About Responsive, formerly RFPIO?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Responsive, making RFI management intuitive and efficient.
  • Users value the user-friendly interface and effective features that streamline response processes and enhance productivity.
  • Users value the efficiency of Responsive, which simplifies collaboration and accelerates response delivery for RFPs.
  • Users appreciate the time-saving features of Responsive, enhancing efficiency in project management and content reuse.
  • Users value the efficient team collaboration features of Responsive, enhancing project management and response coordination.
Cons
  • Users note a steep initial learning curve for advanced features, despite helpful support documentation and resources.
  • Users find the UI not intuitive, especially for new users who struggle to navigate the platform efficiently.
  • Users miss the missing features like Q&A pair notifications and support for additional formats.
  • Users find the non-intuitive features of Responsive frustrating, complicating their searching experience and navigation.
  • Users find the difficult learning curve challenging initially, but support resources help ease the process over time.

What Are Recent G2 Reviews of Responsive, formerly RFPIO?

What Are G2 Users Discussing About Responsive, formerly RFPIO?

Inventive.AI

Inventive AI is AI-native response automation platform for RFPs, RFI, Due Diligence Questionnaires (DDQ), security questionnaires (VSQs). Our clients see > 90% faster RFP response workflows and up to 50% higher win rates. THE INVENTIVE DIFFERENCE We have built industry-leading AI Agents for 3 of the biggest problems for the sales teams: 1. AI Conflict Manager (proprietary) to tackle conflicting sources Inventive is the first and only platform to have built proprietary LLM technology to detect conflicting information between your sources, so only the most accurate data makes it to the 2. AI Context Engine (proprietary) to get highly contextual responses Our Agents take extensive context into account while responding to the questions ranging from the floated documents, meeting notes, relevant web information, and more 3. AI Agents for strategic advantage Inventive has multiple agents that help with researching your competitors as well as customers. You can also brainstorm creative ideas and do general web research on the platform. 4. New age knowledge management to reduce the pain of maintaining legacy QnA library Inventive integrates with your data tools (Sharepoint, gDrive, Confluence, Notion, etc.), which reduces dependency on SMEs to maintain legacy QnA . We also offer an approach to get rid of legacy QnA library completely for fast moving teams. 5. Answer excel questionnaires and create narrative-style proposals You can create responses to excel sheets as well as generate narrative style documents within Inventive. 6. Always ahead The founding team comes from Google AI, Stanford & UC Bekerley, and the team members are pioneers of several LLM and agentic platforms. We are always ahead of the game in terms of fast moving AI-technology. Request a demo at inventive.ai/demo

Average Rating: 4.9/5.0

Total Reviews: 60

How Do G2 Users Rate Inventive.AI?

  • Ease of Use: 9.9/10 (Category avg: 9.2/10)
  • RFX: 9.6/10 (Category avg: 8.9/10)
  • Review: 9.4/10 (Category avg: 9.0/10)
  • Questions Library: 9.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Inventive.AI?

  • Seller: Inventive
  • Company Website:
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 45% Small, 33% Medium

What Do G2 Reviewers Say About Inventive.AI?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Inventive.AI, finding it simplifies complex tasks and speeds up responses.
  • Users highlight the efficiency of Inventive.AI, significantly saving time and improving response quality for presales teams.
  • Users appreciate the time-saving capabilities of Inventive.AI, significantly enhancing their team's efficiency and response quality.
  • Users value the consistency in messaging offered by Inventive.AI, enhancing clarity and improving overall win rates.
  • Users find the intuitive user experience of Inventive.AI makes it easy to navigate and utilize effectively.
Cons
  • Users find the analytics insufficient, lacking depth for strategic planning and comprehensive insights into productivity trends.
  • Users find the poor reporting features limit customization and hinder effective tracking of teams' adoption and usage.
  • Users feel a significant lack of clarity in content performance, hindering improvements and effective content management.
  • Users feel that the missing features hinder effective use of Inventive.AI, particularly in user guidance and notification control.
  • Users desire more customizable role permissions for improved control over access management in Inventive.AI.

What Are Recent G2 Reviews of Inventive.AI?

Zinit

Zinit is an AI-powered procurement platform that helps enterprises reduce tail-spend and indirect-procurement costs by 15–30% and complete tenders up to 80% faster in applicable sourcing programs. Most procurement software helps teams manage workflows and view data. Zinit goes further: specialized AI agents execute core sourcing tasks across supplier discovery, RFx preparation, supplier communication, competitive bidding, negotiation, spend analysis, and procurement governance. For CPOs and finance leaders, this means more spend can be brought into structured competition without adding equivalent administrative workload. Category managers and buyers can move from a business request to a qualified supplier shortlist, tender, negotiation, and award recommendation with less manual coordination. Stakeholders retain clear visibility into supplier participation, commercial comparisons, total cost, and sourcing decisions. Key capabilities include: ◆ Supplier discovery: Find and qualify suppliers across categories and markets, building competitive shortlists beyond familiar incumbents. ◆ RFx and tender automation: Turn business requirements into structured sourcing events while reducing manual preparation. ◆ Supplier communication: Coordinate invitations, questions, reminders, and responses throughout the tender process. ◆ Competitive bidding and negotiation: Run structured bid rounds, compare proposals, and support award recommendations using commercial and total-cost considerations. ◆ Spend analysis: Identify fragmented spend, weak competition, and sourcing opportunities that traditional reporting may overlook. ◆ Procurement governance: Monitor policy alignment, compliance requirements, and process deviations with an auditable view of sourcing activity. Zinit works alongside existing ERP, source-to-pay, business-intelligence, and reporting environments. It adds AI-powered execution to the current procurement landscape, helping enterprises improve commercial outcomes and operating speed without introducing unnecessary operational complexity. Zinit is built for CPOs, procurement and finance leaders, category managers, and enterprise buyers focused on measurable savings, faster sourcing, stronger supplier competition, and clearer procurement control. Request a demo to explore how Zinit’s AI agents can support your sourcing priorities.

Average Rating: 5.0/5.0

Total Reviews: 11

How Do G2 Users Rate Zinit?

  • Ease of Use: 9.8/10 (Category avg: 9.2/10)
  • RFX: 10.0/10 (Category avg: 8.9/10)
  • Review: 10.0/10 (Category avg: 9.0/10)
  • Questions Library: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Zinit?

  • Seller: Zinit
  • Year Founded: 2023
  • HQ Location: Dubai, AE
  • LinkedIn® Page: www.linkedin.com
    45 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Zinit?

Steerlab

Steerlab is an AI-powered platform specifically designed to assist B2B companies in enhancing their response strategies for Requests for Proposals (RFP), Requests for Information (RFI), and security questionnaires. This solution caters to Proposal, PreSales, and Security teams, leveraging advanced automation and intelligent collaboration tools to significantly reduce response times, improve accuracy, and ultimately boost win rates. Steerlab addresses the complexities of responding to both structured Q&A documents and intricate narrative RFPs. Unlike conventional RFP tools that offer basic automation, Steerlab is engineered to facilitate the creation of high-quality, customized responses in various formats such as Excel, Word, or PDF. This versatility allows teams to maintain a professional and consistent tone while tailoring their responses to the specific context of each RFP. One of the standout features of Steerlab is its ability to automatically generate up to 90% of responses using pre-approved content. This capability not only accelerates the response process but also ensures that the quality of the answers remains high. The platform supports both straightforward Q&A formats and more elaborate narrative sections, such as executive summaries and solution descriptions, making it adaptable to a wide range of proposal requirements. Additionally, the self-updating content library organizes information by product, topic, and use case, ensuring that teams have access to the most relevant and current data without the need for manual upkeep. Steerlab also empowers teams to make informed decisions with its Go/No-Go agent, which evaluates the suitability of responding to an RFP based on various factors, including fit and internal capacity. The platform includes features for bias detection and gap analysis, allowing users to identify potential issues early in the process. Furthermore, deal pattern insights provide valuable analytics that help teams understand what strategies are effective across different industries and buyer types, enhancing future submissions. Collaboration is seamless with Steerlab, as it allows real-time interaction among internal and external teams. Users can assign tasks, leave comments, and track changes directly within familiar document formats, eliminating the need for cumbersome reformatting. The platform integrates smoothly with existing tools such as Notion, SharePoint, Google Drive, Salesforce, and Slack, ensuring that teams can work efficiently without switching between applications. Steerlab is designed with enterprise needs in mind, offering robust security and compliance with standards such as SOC 2 Type II, ISO 27001, and GDPR. It can be hosted in either the EU or US, depending on client preferences, and importantly, customer data is never utilized to train the AI models. Trusted by a range of B2B software companies, from startups to established enterprises, Steerlab is equipped to support organizations responding to varying volumes of RFPs, helping them focus on what truly matters: winning deals.

Average Rating: 4.6/5.0

Total Reviews: 58

How Do G2 Users Rate Steerlab?

  • Ease of Use: 9.5/10 (Category avg: 9.2/10)
  • RFX: 9.7/10 (Category avg: 8.9/10)
  • Review: 7.1/10 (Category avg: 9.0/10)
  • Questions Library: 9.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Steerlab?

  • Seller: Steerlab
  • Company Website:
  • Year Founded: 2023
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 64% Medium, 24% Small

What Do G2 Reviewers Say About Steerlab?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the efficiency of Steerlab, as it streamlines workflows and generates accurate, timely responses.
  • Users appreciate the high-quality AI of Steerlab, enabling solid, personalized outputs and efficient decision-making.
  • Users love the ease of use of Steerlab, allowing quick onboarding and efficient document handling.
  • Users value the process efficiency of Steerlab, notably reducing review cycles and simplifying workflows significantly.
  • Users appreciate the efficient RFP management of Steerlab, which saves time and improves collaboration and win rates.
Cons
  • Users often find inaccurate responses from Steerlab, necessitating verification for compliance-heavy questions despite confidence score alerts.
  • Users find the limited features of Steerlab insufficient for generating comprehensive client-facing materials and insights.
  • Users note the missing features in Steerlab, such as slide generation and limited Slack integration, impacting workflow efficiency.
  • Users report bug issues with Word exports and version history, affecting functionality during collaboration.
  • Users find the formatting issues in Steerlab challenging, making navigation and usage more difficult than expected.

What Are Recent G2 Reviews of Steerlab?

Iris

Iris – AI-Powered RFP Automation & Security Questionnaire Software Iris is an AI-powered response automation platform that helps sales, presales, and compliance teams complete RFPs, security questionnaires, DDQs, RFIs, and other buyer-facing documents faster and more accurately. By combining intelligent content generation with a centralized knowledge base, Iris eliminates bottlenecks, reduces manual work, and ensures consistency across every response. Generate First Drafts in Minutes Iris uses AI trained on your organization's past responses and institutional knowledge to create high-quality first drafts instantly. Teams save hours on repetitive content while still delivering tailored, accurate answers that reflect your company's voice and compliance standards. A Single Source of Truth The built-in knowledge base centralizes your best content in one place. As your team adds new responses, Iris learns and improves—adapting to your tone, terminology, and evolving security or compliance requirements. No more digging through old documents or Slack threads to find the right answer. Collaborative Workflows for Cross-Functional Teams Whether you're answering a complex RFP or completing a time-sensitive vendor security assessment, Iris makes collaboration seamless. Multi-user access lets sales engineers, subject matter experts, and compliance teams work in parallel, assign tasks, and maintain version control—replacing fragmented spreadsheets and email chains. Content Library for Consistency at Scale Quickly reuse top-performing answers with Iris's searchable content library. Built-in tagging, custom instructions, and template management help teams standardize responses across different questionnaire types while maintaining quality and brand consistency. Respond Faster. Win More. By automating repetitive content creation and improving response quality, Iris helps teams submit faster, increase win rates, and deliver a better buyer experience. Whether you're a lean team managing a handful of proposals or an enterprise responding at scale, Iris grows with you.

Average Rating: 4.9/5.0

Total Reviews: 73

How Do G2 Users Rate Iris?

  • Ease of Use: 9.7/10 (Category avg: 9.2/10)
  • RFX: 9.4/10 (Category avg: 8.9/10)
  • Review: 9.8/10 (Category avg: 9.0/10)
  • Questions Library: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Iris?

  • Seller: heyiris.ai
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Brooklyn / Chicago, US
  • LinkedIn® Page: www.linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Computer & Network Security
  • Company Size: 44% Medium, 27% Small

What Do G2 Reviewers Say About Iris?

AI-generated summary from verified user reviews

Pros
  • Users find Iris to be incredibly easy to use, requiring minimal training and streamlining the RFP process efficiently.
  • Users highly value the time-saving capabilities of Iris, enabling quick and efficient RFP responses.
  • Users value the time-saving RFP management of Iris, as it simplifies responses and enhances accuracy tremendously.
  • Users value Iris for its efficiency, enabling rapid responses and significantly reducing time spent on security questionnaires.
  • Users praise the exceptional customer support from Iris, highlighting proactive and responsive assistance throughout implementation and usage.
Cons
  • Users find the lack of features in Iris limits its capabilities, such as complex project management functions.
  • Users experience inaccurate responses from Iris, often confused by mixed information and incomplete knowledge bases.
  • Users express frustration over Iris's inability to generate original answers, leading to reliance on limited information.
  • Users report occasional bug issues that arise as the platform evolves, but benefits generally outweigh these drawbacks.
  • Users report integration issues with Iris, noting a lack of certain desired functionalities and mobile support.

What Are Recent G2 Reviews of Iris?

Upland Qvidian

Upland Qvidian is an advanced, cloud-based solution that uses a suite of automation and collaboration tools along with generative AI to automate proposal tasks and polish presentations. Qvidian helps sales proposal teams collaborate effortlessly, quickly find answers, deliver stronger RFP responses, build personalized winning proposals, and grow revenue by winning more deals. Qvidian has been built from the ground up by a team of professionals who know the industry inside and out. Over 200,000+ users arcoss the globe trust Qvidian to meet deadlines, tame proposal chaos, and win more deals, including eight of the ten largest U.S. banks and six of the ten largest European banks. Ready to learn more? Connect with us: https://uplandsoftware.com/qvidian/?utm_source=g2&utm_medium=affiliate

Average Rating: 4.3/5.0

Total Reviews: 165

How Do G2 Users Rate Upland Qvidian?

  • Ease of Use: 8.2/10 (Category avg: 9.2/10)
  • RFX: 7.2/10 (Category avg: 8.9/10)
  • Review: 8.0/10 (Category avg: 9.0/10)
  • Questions Library: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Upland Qvidian?

  • Seller: Upland Software
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    802 employees on LinkedIn®
  • Ownership: NASDAQ:UPLD

Who Uses This Product?

  • Who Uses This: Proposal Manager, Proposal Writer
  • Top Industries: Financial Services, Information Technology and Services
  • Company Size: 54% Large, 34% Medium

What Do G2 Reviewers Say About Upland Qvidian?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Upland Qvidian, facilitating efficient content management and quick questionnaire completion.
  • Users find the content management capabilities of Upland Qvidian invaluable for enhancing efficiency and team collaboration.
  • Users value the task assignment and content reuse features in Upland Qvidian for efficient RFP management.
  • Users value the effective content management in Upland Qvidian, greatly enhancing their library's efficiency and usability.
  • Users value the efficiency of Upland Qvidian, significantly enhancing content management and streamlining their workflow.
Cons
  • Users often face upload issues as adding questions is cumbersome, hindering collaboration and efficiency in large organizations.
  • Users find the complexity of navigation in Upland Qvidian can complicate tasks and diminish overall user experience.
  • Users find that adding content can be cumbersome, wishing for improved categorization and version tracking features.
  • Users experience inadequate search functionality that leads to irrelevant results and complicates finding the right information.
  • Users find Qvidian's interface not intuitive, making it challenging to navigate its complex features and functionalities.

What Are Recent G2 Reviews of Upland Qvidian?

What Are G2 Users Discussing About Upland Qvidian?

Dasseti ENGAGE

Dasseti ENGAGE is an AI-powered RFP and DDQ automation platform for the investment management industry. Designed for investor relations and RFP teams, ENGAGE streamlines every stage of the response process – from first draft to final approval – using purpose-built AI to eliminate repetitive work and improve accuracy. ENGAGE centralizes content and automates workflows, bringing every part of the process into one controlled environment. It connects seamlessly across Microsoft 365 for in-application collaboration, while integrations with platforms such as Nasdaq eVestment™, Salesforce, and Snowflake keep information synchronized across systems. Built-in version control, approval workflows, and audit trails ensure every response is accurate, compliant, and ready to share. At the core of ENGAGE is Sidekick, Dasseti’s embedded AI assistant. Sidekick transforms the way investor relations and RFP teams work – instantly locating, drafting, and refining responses using your firm’s approved content. Purpose-built for investment language and compliance standards, it delivers accurate, investor-ready answers in moments, not hours. By combining automation, intelligent content management, and industry-specific AI, Dasseti ENGAGE helps firms respond faster, with greater accuracy and consistency – freeing teams to focus on investors, not admin.

Average Rating: 4.2/5.0

Total Reviews: 32

How Do G2 Users Rate Dasseti ENGAGE?

  • Ease of Use: 8.2/10 (Category avg: 9.2/10)
  • RFX: 6.5/10 (Category avg: 8.9/10)
  • Review: 7.6/10 (Category avg: 9.0/10)
  • Questions Library: 8.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Dasseti ENGAGE?

  • Seller: Dasseti
  • Company Website:
  • Year Founded: 2019
  • HQ Location: New York, US
  • Twitter: @Dasseti
    79 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    79 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Investment Management
  • Company Size: 41% Medium, 41% Small

What Do G2 Reviewers Say About Dasseti ENGAGE?

AI-generated summary from verified user reviews

Pros
  • Users find Dasseti ENGAGE to be extremely user-friendly, significantly simplifying the questionnaire and due diligence processes.
  • Users appreciate the efficiency of Dasseti ENGAGE, noting significant time savings in completing RFPs and questionnaires.
  • Users commend the dedicated customer support of Dasseti ENGAGE, facilitating quick onboarding and effective assistance.
  • Users value the time-saving AI features of Dasseti ENGAGE that streamline tasks and enhance productivity significantly.
  • Users value the powerful AI features of Dasseti ENGAGE, which significantly enhance efficiency and save time.
Cons
  • Users find poor usability in Dasseti ENGAGE, noting the need for a more intuitive interface and improved features.
  • Users experience feature deficiencies in Dasseti ENGAGE, citing limitations in scrolling, attachment options, and document management.
  • Users find Dasseti ENGAGE's interface to be not user-friendly, with complexities that hinder ease of use, especially for newcomers.
  • Users find the interface clunky, making navigation and searching for past documents frustrating and inefficient.
  • Users find Dasseti ENGAGE's interface to be complex for new users, requiring more onboarding and manual intervention than anticipated.

What Are Recent G2 Reviews of Dasseti ENGAGE?

Loopio

Loopio is a response management software designed to assist enterprise businesses in streamlining their response processes for Requests for Proposals (RFPs), Requests for Information (RFIs), Security Questionnaires, Due Diligence Questionnaires (DDQs), and other similar documents. This innovative solution leverages advanced machine learning technology, specifically its proprietary Response Intelligence™, to enhance the efficiency and effectiveness of the response process. By providing actionable insights and recommendations, Loopio enables users to work smarter, ultimately leading to the creation of more compelling proposals. Loopio caters to a diverse range of industries, including technology, finance, healthcare, and professional services. With Loopio, users can significantly reduce the time and effort spent on crafting responses, allowing them to focus on strategic initiatives and other critical business activities. Key features of Loopio include its intuitive user interface, a comprehensive content library, and robust collaboration tools. The content library allows users to store and organize previously used responses, making it easy to retrieve and adapt them for new proposals. Collaboration tools enable team members to work together seamlessly, ensuring that all stakeholders can contribute their expertise and insights. Additionally, the software's analytics capabilities provide valuable metrics on response performance, helping teams identify areas for improvement and optimize their approach over time. The benefits of using Loopio extend beyond mere time savings. Organizations that implement this software often experience a significant increase in the number of RFP responses completed, with some reporting up to a 51% improvement. Furthermore, users can save up to 42% in time spent on the response process, allowing them to allocate resources more effectively. Most notably, businesses leveraging Loopio have reported an 85% increase in their success rate for winning new business, underscoring the software's impact on overall performance and competitiveness in the market. With over 1,700 companies relying on Loopio to enhance their response capabilities, the software has established itself as a trusted solution in the realm of response management. By combining advanced technology with user-friendly features, Loopio empowers organizations to respond faster, improve the quality of their submissions, and ultimately secure more business opportunities.

Average Rating: 4.6/5.0

Total Reviews: 804

How Do G2 Users Rate Loopio?

  • Ease of Use: 9.1/10 (Category avg: 9.2/10)
  • RFX: 8.6/10 (Category avg: 8.9/10)
  • Review: 8.9/10 (Category avg: 9.0/10)
  • Questions Library: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Loopio?

  • Seller: Loopio Inc.
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Toronto
  • Twitter: @loopioinc
    1,664 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    299 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Proposal Manager, Bid Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 34% Large

What Do G2 Reviewers Say About Loopio?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Loopio, making RFP responses efficient and collaboration seamless.
  • Users appreciate Loopio for its enhanced efficiency through easy search, quick access to information, and seamless setup.
  • Users value Loopio for its time-saving features, streamlining proposal management and enhancing team collaboration and efficiency.
  • Users appreciate Loopio for its user-friendly search engine and seamless collaboration features, enhancing efficiency and communication in projects.
  • Users value the intuitive design of Loopio, making information retrieval and collaboration seamless and efficient.
Cons
  • Users note the missing features like better Word mapping and keyword search options limit Loopio's effectiveness.
  • Users face occasional search limitations and difficulties with importing responses, impacting overall usability of Loopio.
  • Users struggle with formatting issues in Loopio, finding it difficult to maintain consistency during exports and edits.
  • Users find the export issues frustrating, noting clunky functionality and a lack of filtering options.
  • Users find Loopio's limited features impede configurability and intuitiveness, affecting overall user experience and efficiency.

What Are Recent G2 Reviews of Loopio?

What Are G2 Users Discussing About Loopio?

AutoRFP.ai

AutoRFP.ai is the accuracy-first AI platform for RFPs, security questionnaires, and DDQs: every answer source-grounded and citable, with zero library maintenance. SUBMISSION-READY ANSWERS YOU CAN DEFEND Zero hallucination by design: AutoRFP.ai only writes from content your team has approved, and if it can't find approved sources to support a response, it leaves the answer blank and flags it for human review rather than guessing. Every answer carries a trust score and shows the exact approved sources behind it. This is the Verifiable Response Engine™, with two visible components: the Citation Engine™ (every answer cites its source) and Trust Scores (per-answer confidence and source age). Quality isn't a promise: it's two scores and an edit rate. Every answer is scored twice before a human reads it: a Trust Score for the sources behind it and a Feedback Score for how completely it answers what was asked. The measure of quality is how little your experts have to change: a number, not an adjective. Generation defaults to verbatim language from your approved responses and learns your tone and structure, so answers sound like your company, not like AI. First drafts in minutes, every answer cited. AUTOMATE THE MUNDANE AND WIN EFFORTLESSLY Zero library maintenance: don't update content; have content update you. The system learns from every approved response, with no snippet curation, no tagging, and no dedicated content-manager role. Your solutions engineers and subject-matter experts review and approve a submission-ready first draft instead of writing from scratch. Fits your stack: Salesforce, SharePoint, OneDrive, Google Drive, Confluence, Notion, Microsoft Teams, and Slack, with SSO via Okta and Microsoft Entra (SAML, SCIM provisioning), plus an official MCP server. Built for the whole team: assignments and ownership, sequential review and co-editing, approval-gated saves, Slack and Teams notifications, and an ask-a-question bot in Slack or Teams that answers from your library and shows its sources. Answers export back in the client's original format: the same Excel or Word file, however it was formatted, with compliance boxes ticked where they wanted them. A browser extension with AI question scraping handles procurement portals like Ariba, Workday, and Coupa. DEPLOY AT SCALE WITH CONFIDENCE SOC 2 Type II and ISO 27001 certified, so security review doesn't stall your pilot. GDPR compliant, no training on customer data, tenant isolation and private instances available, and regional hosting in the US, EU, and Australia. A self-service Trust Center provides downloadable reports and agreements. Sequential approval workflows, role-based permissions, version history, and audit trails keep every answer defensible, including fund-specific and firm-wide approval layers for private-capital DDQ teams. One platform for the whole workload: RFPs, RFIs, security questionnaires, and DDQs in one system. 44+ languages, 24/6 global support, and unlimited users on every plan: pricing scales with projects, not seats. Try it on your own RFPs in a two-week proof of concept.

Average Rating: 4.8/5.0

Total Reviews: 60

How Do G2 Users Rate AutoRFP.ai?

  • Ease of Use: 9.2/10 (Category avg: 9.2/10)
  • RFX: 8.8/10 (Category avg: 8.9/10)
  • Review: 9.5/10 (Category avg: 9.0/10)
  • Questions Library: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind AutoRFP.ai?

  • Seller: AutoRFP.ai
  • Company Website:
  • Year Founded: 2022
  • HQ Location: Brisbane, QLD
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 65% Medium, 23% Small

What Do G2 Reviewers Say About AutoRFP.ai?

AI-generated summary from verified user reviews

Pros
  • Users value the time-saving capabilities of AutoRFP.ai, significantly reducing manual work hours during RFP processes.
  • Users appreciate the time-saving capabilities of AutoRFP.ai, significantly reducing manual work in the RFP process.
  • Users appreciate the seamless teamwork capabilities of AutoRFP.ai, enhancing collaboration and efficiency in RFP submissions.
  • Users praise the fantastic customer support at AutoRFP.ai, enhancing their experience with quick and helpful assistance.
  • Users highlight the efficiency of AutoRFP.ai, significantly reducing response times and workload for RFP processes.
Cons
  • Users find the navigation and interface non-intuitive, complicating the re-ordering of information on AutoRFP.ai.
  • Users note the poor interface design may hinder usability, though improvements and quick fixes are being implemented.
  • Users find the feature usability lacking, as the interface isn't intuitive and could benefit from better guidance.
  • Users find the navigation difficult, struggling to locate past projects and reorder information intuitively.
  • Users find the difficult learning curve of AutoRFP.ai challenging, especially without proper training before use.

What Are Recent G2 Reviews of AutoRFP.ai?

Precoro

Precoro is a powerful, cloud-based solution that consolidates procurement, E-invoicing, AP automation, and spend management into one intelligent, AI-driven platform. Designed to streamline your entire "intake-to-pay" cycle, Precoro empowers businesses to eliminate manual effort, prevent maverick spend, and gain total control over cash flow. Stop toggling between disconnected tools. Precoro manages your entire spending lifecycle, using advanced AI to turn complex financial data into actionable business insights. Key Capabilities: Procurement Consolidation: Streamline your entire request-to-PO process. Centralize purchase orders, automate custom approval workflows, and eliminate maverick spend from day one. AI AP Automation & E-Invoicing: Simplify data intake. Automatically capture invoices via AI-driven OCR or compliant E-invoicing networks. Ensure 100% data accuracy with automated 3-way matching. Payment Automation: Close the loop on your AP process. Pay vendors directly from Precoro. Ensure every payment is backed by a matched, approved invoice, eliminating manual bank entry and reducing financial risks. AI Procurement Assistant: Gain instant clarity with your built-in AI co-pilot. Ask natural language questions about spend trends, supplier performance, or budget forecasts, and receive data-backed answers instantly. Spend Management: Proactively monitor budgets across locations and departments. Leverage real-time insights to identify cost-saving opportunities and enhance business profitability. Supplier Management: Automate vendor onboarding and manage all supplier information, performance, and risk metrics within a secure, centralized repository. Contract Agent: Turn contracts into actionable insights. Extract key terms, quickly analyze clauses, and get instant answers to contract-related questions. Seamless Integrations: Connect Precoro with ERPs like NetSuite, QuickBooks, Xero, and Sage, or build custom connections via our free API to ensure data integrity across your financial ecosystem. Precoro ensures painless onboarding without IT involvement. Customize, scale, and manage operations with dedicated support from your Customer Success Manager. Security is our priority. Precoro is SOC 2 Type II compliant, supports SSO and 2-factor authentication, and aligns with GDPR/CCPA standards to keep your sensitive financial data protected.

Average Rating: 4.7/5.0

Total Reviews: 211

How Do G2 Users Rate Precoro?

  • Ease of Use: 9.3/10 (Category avg: 9.2/10)
  • RFX: 8.5/10 (Category avg: 8.9/10)
  • Review: 8.9/10 (Category avg: 9.0/10)
  • Questions Library: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Precoro?

  • Seller: Precoro
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Brooklyn, New York
  • Twitter: @PrecoroHQ
    845 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    146 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 63% Medium, 30% Small

What Do G2 Reviewers Say About Precoro?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Precoro, enjoying its intuitive interface and streamlined workflow for procurement tasks.
  • Users highlight the efficiency of Precoro in simplifying procurement and optimizing financial workflows seamlessly.
  • Users appreciate the simplicity and user-friendliness of Precoro, enhancing efficiency and organization in procurement processes.
  • Users commend the streamlined approval process in Precoro, enhancing organization and ensuring efficient cross-department coordination.
  • Users praise Precoro's fantastic customer support for its speed and effectiveness in resolving issues promptly.
Cons
  • Users find the navigation and search features unintuitive, making it challenging to manage requests and approvals efficiently.
  • Users face challenges with feature absence, particularly when managing approvals across multiple subsidiaries and lacking a central overview.
  • Users face challenges with invoice issues, preferring direct billing rather than managing invoices within the software.
  • Users find the learning curve steep, particularly for new users navigating through requests and approvals.
  • Users find the limited functionality of Precoro challenging, especially with multiple subsidiaries and insufficient reconciliation options.

What Are Recent G2 Reviews of Precoro?

QorusDocs

QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com

Average Rating: 4.4/5.0

Total Reviews: 166

How Do G2 Users Rate QorusDocs?

  • Ease of Use: 8.4/10 (Category avg: 9.2/10)
  • RFX: 8.1/10 (Category avg: 8.9/10)
  • Review: 8.3/10 (Category avg: 9.0/10)
  • Questions Library: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind QorusDocs?

  • Seller: QorusDocs
  • Year Founded: 2012
  • HQ Location: Seattle, WA
  • Twitter: @qorusdocs
    2,614 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    60 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 49% Large, 31% Medium

What Do G2 Reviewers Say About QorusDocs?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of QorusDocs, simplifying proposal writing and content management significantly.
  • Users value the efficient document management in QorusDocs, benefiting from templates and centralized storage for proposals.
  • Users appreciate the responsive and knowledgeable customer support of QorusDocs, praising their fast and helpful assistance.
  • Users value the easy access to content with QorusDocs, enhancing their document organization and overall efficiency.
  • Users appreciate the easy content search and template management features of QorusDocs, enhancing their proposal processes.
Cons
  • Users note limited features in QorusDocs, missing essential tools like content reordering and built-in search.
  • Users report bug issues in QorusDocs that lead to frustration and require frequent support interventions.
  • Users find the complex setup of QorusDocs challenging, requiring technical expertise to maximize its potential.
  • Users often experience slow performance with QorusDocs, facing delays and occasional application hangs when accessing content.
  • Users find software bugs frustrating, as they impact normal operations and require multiple support tickets for resolution.

What Are Recent G2 Reviews of QorusDocs?

What Are G2 Users Discussing About QorusDocs?

Tribble

Tribble is a deal intelligence platform designed to empower enterprise sales teams by transforming scattered organizational knowledge into a strategic advantage throughout the deal cycle. At its core, Tribble utilizes a dynamic knowledge graph that aggregates various data sources, including documents, call recordings, emails, CRM data, past proposals, and compliance documentation. This integration creates a centralized intelligence hub that evolves with each interaction, ensuring that sales teams have access to the most relevant information at their fingertips. The platform particularly shines in its ability to streamline the RFP (Request for Proposal) and questionnaire response processes. Tribble generates highly accurate and confident AI-driven responses by anchoring each answer in the organization’s approved knowledge base, complete with source attribution and confidence scoring. This capability allows teams to respond to inquiries in a matter of hours rather than weeks, ensuring that every response leverages the strongest institutional knowledge available, rather than relying solely on individual recollections. This feature positions Tribble as a leader in the market for organizations looking to enhance their proposal efficiency and effectiveness. Beyond improving response times, Tribble Engage equips sales teams with real-time intelligence for every client interaction. The platform automates pre-call preparations, providing essential context to ensure that team members enter meetings well-prepared. During meetings, Tribble offers coaching and guidance to steer conversations toward desired outcomes. Additionally, automated follow-ups, CRM updates, and tailored communications reduce the administrative burden on sales professionals, allowing them to concentrate on selling rather than paperwork. The analytics feature, Tribblytics, further enhances the platform by converting every deal interaction into actionable insights. Users can identify knowledge gaps that may have cost them deals and determine which content needs to be developed next. By tracking response quality trends across the team, organizations can ensure that each subsequent proposal is stronger than the last. This proactive approach turns potential blind spots into competitive advantages, enabling teams to continuously improve their performance. Tribble seamlessly integrates with existing technology stacks, including Salesforce, HubSpot, SharePoint, and Google Drive, ensuring that institutional knowledge is automatically incorporated into every response and conversation. By eliminating low-value tasks that can hinder deal progression, Tribble allows organizations to focus on revenue-driving activities, enabling them to respond faster, engage more intelligently, and ultimately win more deals.

Average Rating: 4.7/5.0

Total Reviews: 175

How Do G2 Users Rate Tribble?

  • Ease of Use: 9.4/10 (Category avg: 9.2/10)
  • RFX: 9.3/10 (Category avg: 8.9/10)
  • Review: 8.8/10 (Category avg: 9.0/10)
  • Questions Library: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Tribble?

  • Seller: Tribble
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Los Angeles, CA
  • Twitter: @Tribble_ai
    36 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 42% Large, 42% Medium

What Do G2 Reviewers Say About Tribble?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Tribble, finding it integrates seamlessly into their daily workflow.
  • Users value the time-saving functionality of Tribble, reporting significantly quicker response times for business queries.
  • Users praise Tribble for its efficiency, significantly reducing the time needed to complete complex RFPs and InfoSec reviews.
  • Users value the efficient RFP management of Tribble, drastically reducing response times and ensuring accuracy with updated information.
  • Users appreciate the seamless Slack integration of Tribble, enhancing workflow and information accessibility for quick decision-making.
Cons
  • Users struggle with inaccurate responses from Tribble, requiring careful evaluation and precise prompts for reliable data.
  • Users note limited features in Tribble, affecting the precision of data and functionality for reminders and tasks.
  • Users face challenges with AI inaccuracy, often receiving vague, outdated, or poorly polished responses from Tribble.
  • Users note the vague and inaccurate data from Tribble, requiring precise prompting for better results.
  • Users report inaccuracy issues with Tribble, requiring precise prompts for reliable output quality and results.

What Are Recent G2 Reviews of Tribble?

RocketDocs

At its core, a response management platform is a specialized software-as-a-service (SaaS) solution designed to centralize, automate, and govern the creation of mission-critical business documents. For organizations dealing with high volumes of Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and Security Questionnaires, the product serves as a centralized "System of Record." it bridges the gap between static content and active document execution, ensuring that the information used to win business is both accurate and secure. By utilizing a unified automation platform, companies can move away from fragmented workflows, such as searching through old emails or disparate spreadsheets, and instead leverage a governed library of pre-approved content. This infrastructure is particularly vital for industries where data accuracy and compliance are non-negotiable. The maturity of this technology stems from decades of innovation within the response management space. By focusing on the intersection of automation and security, the product enables organizations to scale their operations without sacrificing the precision or the "voice" of their brand. The result is a more efficient internal process that allows professionals to focus on strategic initiatives rather than administrative data retrieval. Through our unified automation platform, powered by Private AI, and the expertise that comes with 30 years of trusted innovation, companies win more, are more efficient, and have greater confidence in their responses and proposals. To see how we can help you and your team, visit https://rocketdocs.com/discoverycall to chat with us and learn more.

Average Rating: 4.2/5.0

Total Reviews: 103

How Do G2 Users Rate RocketDocs?

  • Ease of Use: 8.0/10 (Category avg: 9.2/10)
  • RFX: 8.1/10 (Category avg: 8.9/10)
  • Review: 8.3/10 (Category avg: 9.0/10)
  • Questions Library: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind RocketDocs?

  • Seller: RocketDocs
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Dallas, TX
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Insurance
  • Company Size: 50% Medium, 32% Large

What Do G2 Reviewers Say About RocketDocs?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the efficient document management of RocketDocs, facilitating swift approvals and robust knowledge base creation.
  • Users value the efficient content management of RocketDocs, simplifying drafting and repository organization with AI assistance.
  • Users value the comprehensive content library in RocketDocs, enhancing collaboration and streamlining the RFP process.
  • Users find RocketDocs to be easy to use, facilitating swift approvals and seamless content management efficiently.
  • Users find RocketDocs to be highly efficient, streamlining the approval process and enhancing knowledge management effectively.
Cons
  • Users report the inefficient search functionality of RocketDocs, making it difficult to navigate large databases effectively.
  • Users find the learning curve challenging due to the advanced features and complex interface of RocketDocs.
  • Users find the manual processes of RocketDocs tedious and inefficient, especially in uploading documents and attachments.
  • Users find content management limitations in RocketDocs challenging, particularly with filtering and document attachment issues.
  • Users face difficult adjustments due to limited filtering, inconsistencies in document formats, and redundant project listings.

What Are Recent G2 Reviews of RocketDocs?

What Are G2 Users Discussing About RocketDocs?