PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better...
Software Advice offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
About eRFP
eRFP is a cloud-based request for proposal (RFP) management solution designed for institutional investors. It offers mandate management, user proposals and purpose proposals.
eRFP features an advisor search portal, which enables users to add vetted investment advisors to RFP documents.
eRFP also features virtual guidance, which provides users a step-by-step guide for creating proposal documentation. The product also features an advisor collaboration portal, where advisors and committees can discuss the details of a proposal.
Users can search sample RFP questions from a repository and include them in proposals. The solution is able to generate due diligence documents, which provide committees with required documentation for vetting proposal content such as background, purpose, questions asked and members involved.
eRFP pricing
eRFP has a free version and offers a free trial. eRFP paid version starts at USD 500.00.
Starting Price:
USD 500.00
Free Version:
Yes
Free trial:
Yes
Alternatives to eRFP
QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and...
Better Proposals is a proposal management software that helps businesses create, share and organize custom proposals...
Responsive (formerly RFPIO) is the industry leader in Strategic Response Management with a suite of AI-driven solutions...
QorusDocs is AI-powered proposal management software that streamlines the creation of personalized pitches, presentation...
DealHub offers a unified platform that helps businesses generate quotes and contracts, connect with prospects, and...
eRFP Reviews
Feature rating
3 reviews of 3
Gaye
- Industry: Individual & Family Services
- Company size: 11–50 Employees
- Used for 1-5 months
-
Review Source
5
Reviewed on 16/03/2018
In Hub was an efficient and effective means to compile responses to the many questions in our...
The software was an efficient and effective platform to host, compile responses, and communicate with bidders. The process is documented in one central location and the RFP information was available to all users throughout the process. In Hub produced a due diligence report that is helpful for our documentation purposes. The software saved me alot of time I might have spent cutting, pasting, information from the bidders to facilitate decision making.
Pros
In Hub saves time for all involved in the RFP process. The software interface is pretty intuitive and addresses the key steps in the process in an organized and professional way. I appreciate the fact that all communications are documented in the platform and the ability to score the proposals using our criteria was helpful in structuring our discussion about the bidders. I received compliments from bidders who thought the RFP process was well-run and I think the platform helped to reinforce our process as comprehensive and thoughtful. In Hub staff were readily available to me when I had questions about the platform or needed advice on best practices on the RFP process. The process of getting the site up and running was simple and happened very quickly which helped us to adhere to our timeline. The reporting capabilities were robust and included the ability to filter the data in various ways with a few clicks. Overall, I found the tool to be well designed, easy to use , and efficient.
Cons
There is very little I did not like about the software. For users who need guidance on how to use the software, In Hub is working on some brief tutorials but, support is also readily available for users who call or email In Hub.
Priscilla
-
Review Source
5
Reviewed on 01/03/2016
Amazing eRFP technology every fiduciary should use
The process was fantastic. If we had handled this ourselves (offline and without the virtual guidance) it would have taken MONTHS if not a year longer! We would absolutely recommend InHub to other investment committees that plan to do an Advisor RFP. InHub has a class act of teammates and was worth every penny!
Brian
- Industry: Nonprofit Organization Management
- Company size: 201–500 Employees
- Used Weekly for 1-5 months
-
Review Source
5
Reviewed on 23/09/2016
Great product!!!!
A great tool to help with a project that requires coordination and organization. I highly recommend.
Pros
A centralized location for maintaining RFP responses. Also allows the comparison of multiple responses at one time.
Cons
Navigation can be tricky at first.
