RFP365 helps Financial Professionals manage all aspects of RFPs, RFxs, and DDQs. We offer a collaborative platform that promotes online communication, leverages hierarchical structures to partition your Knowledge Base and automates review cycles.
with your team and third party consultants
Equip your team with tools they need to respond effectively & efficiently
Ensure that only approved content is leveraged and instill confidence
With over 500 vendors responding to RFPs, RFxs, and DDQs in RFP365, you can engage solution providers across key categories, like: Retirement, General Banking, Investment Banking, Insurance, Financial Advisory Services, and more.
We built a platform that our users love to collaborate in, which means value-added intelligence for your clients.
Due Diligence is about gathering critical information quickly. At RFP365, we help conduct DDQs, RFPs, and RFxs efficiently so your team can gather data, evaluate responses and ensure compliance quickly.
Read about issuing functionality
Responding to DDQs, RFPs and RFxs is time-consuming, but critical to growth and retention. Leverage past responses faster and collaborate with your team to create tailored responses.
Read about responding functionality
Invite specific vendors or post a public link so interested parties can find your RFP.
Vendors bring multiple team members together in the same version. Prepare your proposal quickly and effectively.
Leverage past responses with a click. Keep RFP responses updated and accessible.
Track proposal status in real time. Assign writing and approving tasks with due dates and notifications.
Export into Word/Excel for your archival purposes. Your responses and entire proposals are stored for later use.
For RFPs created in our system, submit completed proposals with a click. For external RFPs, export and submit.
Gather your vendor responses automatically. You can message with your vendors during their responding period.
Engage your evaluation team, where they can score and make notes, directly in the proposals.
Support your decisions confidently. View vendor comparisons, scoring summaries, and export all of the detail for presentations.
Support your clients and stakeholders effectively by gathering responses quickly. Compare capabilities, pricing and view facts side-by-side to make informed decisions.
Consulting teams and clients can work together to easily evaluate responses. Add value by shortening timelines and reducing administrative tasks.
Set the criteria for evaluation and engage your scorers. Present decision-makers with summary and detailed reports.
Before it was so hard to keep vendor information up-to-date, using spreadsheets and legacy software. But now we can see our vendors activity and data in real time. As a result, our client deliverable is much stronger.
Consultant & Project Analyst
Respond efficiently to RFPs, RFxs, and DDQs with an intelligent Knowledge Base. Collaborate, reuse and share content across offices. Tell your story more consistently and differentiate yourself.
Build Practice Area Hierarchies
Structure parent and sub-account hierarchies to share content across offices. Partition content across offices for enhanced control and reporting.
Leverage Past Responses
Instantly search your Knowledge Base to answer commonly asked questions. Spend more time crafting client specific responses that add value.
It (RFP365) provides all parties within the RFP process a productive, seamless experience that significantly reduces the amount of time spent on an RFP. Our productivity has continued to increase in excess of 90%. We’re getting more work done, with less effort.
RFP Quarterback / Proposal Coordinator
See below for more tips on how to create better RFPs, RFxs and DDQs.