Product Overview Deck - Details of The Product

Respond faster
to RFPs, Security Questionnaires,

DDQs, and more
1 RFPIO Inc. All Rights Reserved.

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.
2 Confidential I © 2021, RFPIO Inc. All Rights Reserved.

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

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

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

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

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,

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

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

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.

You’re in good company
1,000+ customers, including >20% of Fortune 500 companies, trust RFPIO.
EM Cloud Fortune 500
Fortune 100

MONTH YEAR
Get started
Join the 150,000+ users who trust RFPIO to streamline their responses
Confidential I © 12
2021, RFPIO Inc. All Rights Reserved.

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Respond faster

to RFPs, Security Questionnaires,

1 RFPIO Inc. All Rights Reserved.

Benefits by machine learning

Manage and moderate content and projects

Streamline cross-functional collaboration

Make data-driven decisions

Integrate into your existing tech stack

2 Confidential I © 2021, RFPIO Inc. All Rights Reserved.

Auto Respond leverages machine learning to match

“Auto Respond is absolutely

3 Confidential I © 2021, RFPIO Inc. All Rights Reserved.

RFPIO’s content management features includes:

4 Confidential I © 2021, RFPIO Inc. All Rights Reserved.

RFPIO’s proposal management features includes:

5 Confidential I © 2021, RFPIO Inc. All Rights Reserved.

Collaboration features include:

6 Confidential I © 2021, RFPIO Inc. All Rights Reserved.

RFPIO’s built-in reporting includes:

7 Confidential I © 2021, RFPIO Inc. All Rights Reserved.

Empower your organization with the information they

*Requires a subscription to RFPIO® LookUp

8 Confidential I © 2021, RFPIO Inc. All Rights Reserved.

CRM Communication Cloud Storage Security

Microsoft 365 SSO Authentication Browser Extension

9 Confidential I © 2021, RFPIO Inc. All Rights Reserved.

10 Confidential I © 2021, RFPIO Inc. All Rights Reserved.

EM Cloud Fortune 500

11 Confidential I © 2021, RFPIO Inc. All Rights Reserved.

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