[
Respons... Reviews
](https://www.g2.com/products/responsive-formerly-rfpio/reviews)

[
Respons... Reviews
](https://www.g2.com/products/responsive-formerly-rfpio/reviews)

# Responsive, formerly RFPIO Features

##### 
## Document Creation (6)

Customizability: Variables and Fields

Define fields to pull in dynamic information.

Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Rich Media

How well the platform supports images, audio, and video in proposals.

Online Document Creation

Create adaptive online documents for view via browser or mobile device.

PDF Creation

Create attractive PDF versions of proposals.

Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

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##### 
## Workflow (3)

Document Builder Interface

Easily search for and add elements to a proposal.

Collaborative Creation

Multiple users can edit a single document.

Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

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##### 
## Analytics (3)

Engagement Tracking

Track who is looking at proposals and how often or for how long.

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

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##### 
## Administration and Platform (5)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

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##### 
## RFP Generation (4)

Templates

Provide standard templates for different types of RFPs

RFX

Support other types of requests such as RFB/RFI/RFQ

Versioning

Track versions of RFP documents and related changes

Questions Library

Maintain a library of questions that can be reused

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##### 
## RFP Distribution (3)

Tracking

Track submissions from multiple vendors and suppliers

Analysis

Compare submissions and score suppliers

Selection

Choose the best submission for an RFP

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##### 
## Submissions (4)

Collaboration

Allow multiple users to collaborate on submissions

Knowledge Base

Maintain a repository or library of content and documents that can be reused

Review

RFPs can be reviewed by managers before submission

Reporting

Create real-time reports to compare data trends across processes, RFPs, vendors or profiles

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##### 
## Data Sources (3)

Software

Integrate with software such as ERP or CRM to use data for document generation

Spreadsheets

Allows users to generate documents using information from spreadsheets

Documents

Ability to generate new documents using other documents in multiple formats

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##### 
## Generation (3)

Templates

Include templates for various types of documents such as invoices or quotes

Automation

Automate document generation based on customizable rules

Branding

Allow users to personalize documents for branding purposes

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##### 
## Delivery (3)

Workflow

Define and manage workflows for document distribution

Schedule

Create a schedule to deliver documents at predefined times

Batch

Provide the ability to generate and deliver documents by batch

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##### 
## RFP Response (6)

Project Management

Tracks the progress of any RFP in real time and set milestones to improve efficiency

Content Library

Updates, organizes, and stores content of a project

Access

Assign users, roles, and manage access in order to set tasks and leave comments

Automation

Automate repetitive and manual tasks, such as auto-filling answers and auto-responses

Export

Export files or spreadsheets with the ability to format and accomidate images

Import

Upload files or spreadsheets from multiple sources

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##### 
## Functionality (4)

Customized Vendor Pages

Allows vendors to own and update their vendor page with security and compliance documentation to share with customers

Centralized Vendor Catalog

Allows companies to assess vendors profiles in a centralized catalog

Questionnaire Templates

Offers standardized security and privacy framework questionnaire templates

User Access Control

Offers role based access controls to allow only permissioned users to utilize various parts of the software.

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##### 
## Risk assessment (4)

Risk Scoring

Offers built-in or automated vendor risk scoring

4th Party Assessments

Offers tools to assess fourth parties -- your vendor's vendors

Monitoring And Alerts

Monitors changes in risk and sends notifications, alerts, and reminders for specific actions including: upcoming assessments, profile access requests, etc

AI Monitoring

Uses AI to alert administrators to changes in risk scoring through continuous monitoring.

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##### 
## Supplier Marketplace (3)

Library

Provides a centralized library containing product data.

Categorization

Enables users to assign custom categories to products.

Data Management

Creates and manages product catalogs.

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##### 
## Contract Management (3)

Compliance

Assists with maintaining compliance with controlled processes, automated tracking, and audit trails.

Revenue

Identifies revenue opportunities by providing better visibility into spend data, improving supplier relationships, streamlining procurement processes, and identifying cost savings opportunities

Negotiations

Provides organizations with the tools and data they need to negotiate contracts more effectively, such as data analysis, collaboration, and contract management.

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##### 
## Data Collection (3)

Spend

Increases spend visibility into pricing and unintended or excessive use of discounts or promotions by customers.

Compliance Reports

Identifies noncompliant spending, fraud, and other activity outside of company policy.

Savings

Analyzes spending patterns and identifies areas to reduce costs.

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##### 
## Project Management (3)

Dashboard

Provides a dashboard for searching and reporting on contracts and projects.

Repository

Manages contracts in a single, online central repository.

Lifecycle

Manages the entire contract lifecycle process by providing visibility into projects and allocating resources across sourcing initiatives.

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##### 
## Generative AI (5)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text-to-Image

Provides the ability to generate images from a text prompt.

AI Image-to-Text

Converts images into a textual description, identifying key elements.

AI Text Generation

Allows users to generate text based on a text prompt.

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##### 
## Generative AI - Vendor Security and Privacy Assessment (2)

Text Summarization

Utilizes AI to summarize security questionnaires.

Text Generation

Automate text responses to common security assessment questions.

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##### 
## Agentic AI - RFP (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

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##### 
## Agentic AI - Salesforce AppExchange Apps (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Document Generation (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## Agentic AI - Strategic Sourcing (3)

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

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##### 
## Analytics & Performance - AI Proposal Generator Tools (1)

Proposal Performance Analytics

Tracks win rates, response effectiveness, and content usage across submissions

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##### 
## AI Response Generation - AI Proposal Generator Tools (4)

Continuous Learning from Edits

Improves future responses by learning from user edits and approved changes

Response Personalization & Tone Control

Adapts generated responses to match company voice, tone, and specific bid context

Contextual Answer Recommendations

Recommends relevant answers based on similar past responses and content library matches

AI Draft Response Generation

Generates first-draft responses using approved organizational content and context

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##### 
## Collaboration & Workflow - AI Proposal Generator Tools (2)

SME Assignment & Task Routing

Assigns questions to subject matter experts and routes tasks for completion

Review & Approval Workflows

Enables multi-stage review, commenting, and approval of proposal responses

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##### 
## Document Processing & Extraction - AI Proposal Generator Tools (3)

Requirement Identification & Tagging

Identifies and categorizes requirements, deadlines, and response types within documents

Multi-Format Document Ingestion

Supports ingestion of PDFs, Word files, spreadsheets, and web-based forms for processing

RFP & Questionnaire Parsing

Extracts structure, questions, and requirements from uploaded RFPs, RFIs, and questionnaires

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##### 
## Content Management - AI Proposal Generator Tools (3)

Governed Content Library

Stores and manages approved answers, documents, and knowledge assets for reuse

Content Versioning & Approval Controls

Tracks content changes and enforces approval workflows for updates

Duplicate Detection & Content Optimization

Identifies redundant or outdated content and suggests consolidation or improvements

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## Top-Rated Alternatives

[

 ![Loopio](https://images.g2crowd.com/uploads/product/hd_favicon/1487565815/loopio.svg "Loopio")

Loopio

4.6/5(813)

](https://www.g2.com/products/loopio/reviews)

[

 ![QorusDocs](https://images.g2crowd.com/uploads/product/hd_favicon/839c5bf1530bdde5dcb8776aa246c715/qorusdocs.svg "QorusDocs")

QorusDocs

4.4/5(168)

](https://www.g2.com/products/qorusdocs/reviews)

[

 ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc")

PandaDoc

4.7/5(3,605)

](https://www.g2.com/products/pandadoc/reviews)

[
View All Alternatives
](https://www.g2.com/products/responsive-formerly-rfpio/competitors/alternatives)

Responsive, formerly RFPIO Comparisons

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_36de0fae26eb54abb8f356aaec8f4c3d/loopio.png "Product Avatar Image")

Loopio

4.6/5(813)

[
Compare Now
](https://www.g2.com/compare/loopio-vs-responsive-formerly-rfpio)

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a90f3523cd6a15609f09b24d139254ef/upland-qvidian.gif "Product Avatar Image")

Upland Qvidian

4.3/5(166)

[
Compare Now
](https://www.g2.com/compare/responsive-formerly-rfpio-vs-upland-qvidian)

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c9c02185b2606c5e58ac5c37522d55fe/pandadoc.png "Product Avatar Image")

PandaDoc

4.7/5(3,605)

[
Compare Now
](https://www.g2.com/compare/pandadoc-vs-responsive-formerly-rfpio)

##### Categories on G2

[
Salesforce AppExchange Apps
](https://www.g2.com/categories/salesforce-appexchange-apps)[
Document Generation
](https://www.g2.com/categories/document-generation)[
Proposal
](https://www.g2.com/categories/proposal)

[
Vendor Security and Privacy Assessment
](https://www.g2.com/categories/vendor-security-and-privacy-assessment)[
AI Proposal Generator Tools 
](https://www.g2.com/categories/ai-proposal-generator-tools)[
Strategic Sourcing
](https://www.g2.com/categories/strategic-sourcing)[
RFP
](https://www.g2.com/categories/rfp)

Show More

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JumpCloud vs Okta for a mid-size company that needs cloud directory and identity management without paying for an enterprise IAM suite?
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Pros and Cons Details
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