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Connect, Share, Learn, Celebrate

Welcome to the RFPIO Community!

Quick Links

Calendar

2023 RFPIO Customer Conference
We've made some changes and want to fill you in on the latest. Based on customer feedback, we decided to go virtual this year to make it accessible to as many of our customers as possible. Here are the event details: Date: October 19 Format: Virtual Time: 10 a.m. - 1 p.m. (Eastern) Price: Complimentary We'll share details…
Coffee Chat | Transitioning to the new UIX
We are excited to announce our next coffee chat on Friday, June 23rd, at 9:30am PT. Join Customer Success Managers Helene Halliday and Al Lepow, as they discuss features and enhancements of the new RFPIO interface. To register for the webinar, please use the link above in the Location field. Let the community know you are…
Coffee Chat | Reporting Best Practices
We are excited to announce our next webinar to take place on Friday, June 9th at 9:30 am PT. Join Customer Success Managers Helene Halliday and Al Lepow as they explore best practices and tips for utilizing the Reporting feature. To register for the webinar, please use the link above in the Location field. Let the…
May Monthly Release Webinar
We are excited to continue our Monthly Release series for our customers. On Wednesday, June 7th, at 9:30am PT, join Customer Success Managers, Helene Halliday and Al Lepow, and Product Enablement Specialist, Ashley Denver, as they dive into the new features RFPIO recently launched. During the discussion, you will have the…
Free Webinar: How Proposal Professionals Can Future-Proof Careers by Embracing AI
About the event: If you’re a proposal professional looking to prove your value, boost subject matter expert engagement or improve the quality of your output, we have one piece of advice for you regarding AI: embrace it.AI’s been here for years. If you use RFP software, then you rely on AI for workflow notifications, Q&A…
Live Workshops 101 (biweekly Thursday's)
Join us for our next Project Management 101 Workshop, where we will cover the basics of a Project lifecycle in RFPIO. We will walk through the steps of uploading an RFx, how to assign authors and reviewers, and ways to apply frequently used tools to streamline the response process. This time will also include a live Q&A…
Coffee Chat | Templates & Formatting
Join Customer Success Managers Helene Halliday, Al Lepow, and Tara Kolinsky, on May 26, 2023 at 9:30 AM PT, as they discuss best practices for formatting branded templates. To register for the webinar, please use the link above in the Location field. Let the community know you are attending by selecting Going.
RFPIO Happy Hour at BPC Orlando
You deserve a beer, wine, cocktail, and appetizers — on us! Upgrade your professional headshot (we’ll provide a hair and makeup artist for any last-minute touch-ups) and liven up your social media streams in our 360-degree slow motion photo booth. RSVP required. Hope to see you there! Date: Monday, May 22, 2023 Time: 5:00…
BPC Orlando coming up in May!
RFPIO is excited to sponsor this year’s APMP Bid and Proposal Con in Orlando. Please join us on May 21-24 at booth #3 for networking opportunities or just to say “hello.” We look forward to seeing you! Registration begins on Sunday 5/21 at 9:00 AM ET and the event concludes on Wednesday 5/24 at 12:15 PM ET
April Monthly Release Webinar
We are excited to continue our Monthly Release series for our customers on Monday, May 15th, at 9:30am PT. Join Customer Success Managers, Helene Halliday and Al Lepow, and Product Enablement Specialist, Ashley Denver, as they dive into the recently-launched RFPIO features. During the discussion, you will have the…

S4 Internal Product Ideas

Discussion Topics

Welcome to the RFPIO Community!
Not sure where to start? Everything you need to know is right here.
Introduce Yourself
Share a little about your professional goals and a fun fact or two.
Managing & Coordinating Projects
Cat herders and project managers, this is your place.
Content is Everything
Let's discuss and share your content best practices.
Integrations made Easy
Explore how to get your multiple systems to work in your favor.
Achievements, Celebrations, & Successes
You are all Winners! Share your wins both big and small.
Super Users Unite
Super Users, Administrators, RFPIO Gurus - let's chat!
RFPIO New Product Features
Learn about RFPIO's new features, ask questions, and share best practices.
New RFPIO Users
New to RFPIO? Have a great tip for our new users? Let's help our new users have the best RFPIO experience.

Newest Discussions

RFP Processes
Hi All, Our team is small and currently mainly utilizing RFPIO for questionnaires, but we are looking to create a separate process for RFPs. We’re in the process of developing an RFP-focused process for our Sales team using RFPIO. I wanted to get some insight into how you're currently using a built-out process and…
Re-importing new answers
Hello, We have recently completed an RFP response and as part of the process we took our exported answers, which are on word & excel, did a full copy/edit and made some additional changes. I now want to re-import these most up to date and correct answers. How can I do this without changing the history data such the authors…
Coffee Chat: Templates & Formatting Part One
Is your team looking to use a custom template in RFPIO or would you like to upgrade your existing template? Check out Templates & Formating: Part One (of a three-part series). Senior Enterprise CSM (and former customer!), @Tara Kolinsky, discusses: Word Style Basics How to Create Styles How to Create a Response Template…
How complicated is RFPIO integration with Dynamics CRM?
Greetings all! My team is looking to integrate RFPIO to Microsoft Dynamics CRM, mainly so that we can pull project data from there into RFPIO. Our company is in the process of a major migration of Dynamics and so anything that creates a large lift either for IT or for the business owner who is our main admin in this…
Mapping supplementary info for each question in RFP
Hi there, I have a question regarding mapping the questions in an RFP uploaded. There are two additional columns of supplementary information for each question (in Excel format) and I mapped the 2 additional columns using "Tags". However, once I've imported the RFP, the supplementary info was broken down by each bullet…
Salesforce integration
Who all has integrated Salesforce with RFPIO? What actions are you performing in SFDC?
Two-Factor Authentication?
Have you used two-factor authentication (requiring the user to get a code from an authenticator app before access is provided) for any of your users or guests? If so, how is it working for you?
Can someone help me understand how AI is used within RFPIO?
I'd like to better understand the relationship between AI and RFPIO. Is it primarly used in certain features? Or has it been implemented in every area of RFPIO? (Content library, projects, reporting). Any information or resources would be greatly appreciated!
How do reviewers re-allocate back to authors?
At the moment the reviewer is making comments but the authors need to be reassigned and the workflow needs to move back to them - is there a way to do this?
Integration with SharePoint
Hello everyone, Our company is undertaking a content management initiative which involves multiple departments, some of which are not at all involved in the RFP process and do not use RFPIO. Our central repository will be a SharePoint site and our service catalog will be created in Word and PowerPoint and stored on there.…

Trending Discussions

How complicated is RFPIO integration with Dynamics CRM?
Greetings all! My team is looking to integrate RFPIO to Microsoft Dynamics CRM, mainly so that we can pull project data from there into RFPIO. Our company is in the process of a major migration of Dynamics and so anything that creates a large lift either for IT or for the business owner who is our main admin in this…
RFP Processes
Hi All, Our team is small and currently mainly utilizing RFPIO for questionnaires, but we are looking to create a separate process for RFPs. We’re in the process of developing an RFP-focused process for our Sales team using RFPIO. I wanted to get some insight into how you're currently using a built-out process and…

Announcements

Coffee Chat: Templates & Formatting Part One
Is your team looking to use a custom template in RFPIO or would you like to upgrade your existing template? Check out Templates & Formating: Part One (of a three-part series). Senior Enterprise CSM (and former customer!), @Tara Kolinsky, discusses: Word Style Basics How to Create Styles How to Create a Response Template…
Are you planning to attend the Template and Formatting Coffee Chat this Friday (5/26)?
Auto Respond Coffee Chat 5.12.23
Looking to start using the Auto Respond feature or improve your search results? Check out the Auto Respond Coffee Chat, with special guest, @Mattie Scull. During the call, you will learn: Auto Respond Overview How to use Auto Respond and the Recommendation Engine How to achieve better recommendations through organizing and…
April Monthly Release Webinar
Would you like to learn more about the new features and enhancements from the 4/27/23 Product Release? Check out the April Release Webinar and the attached slide deck. Customer Success Managers, Al Lepow and Helene Halliday, discuss the new features with help from Product Enablement Specialist Ashley Denver. In this…
Content Library Management Coffee Chat
If you want to optimize your content library, check out our latest coffee chat and attached slide deck. @Al and I discuss using advanced features to maintain and enhance your content library over time! In this webinar, we cover: Maintaining Content via the Archive Feature, Linking Documents, and Relating Q/A pairs &…
4/14 Monthly Product Release Webinar
Curious about how to use the new features from the 3/30 Product Release? Ashley Denver, Product Enablement Specialist and I discuss best practices for taking advantage of the new enhancements in this recorded webinar! Prefer a slide deck? See attached! In this webinar, we covered: My Work 2.0 Archive Content Import…
Content Library Clean Up Coffee Chat
If one of your goals is to clean up your content library, check out our Content Library Coffee Chat and attached slide deck. @Al discusses how to use ROT analysis to quickly identify outdated content and best practices for maintaining your library over time.

Community Leaders

Monthly Leaderboard

Spotlight on those who are most active in the Community.

Effie Koutsoff 1

Lauren Cameron 1

Kate Bloom 1

Community Spotlight

Meet Nick!

Founding member Nick is our resident RFP Guru! In addition to improving his company's win rates using RFPIO, Nick enjoys producing music and DJing. Thank you Nick for being a valued member of the RFPIO Community!

Nick DeMarco