Need an alternative to RFPIO?

Users switching from RFPIO to PandaDoc will unlock robust design tools and a more flexible platform for proposals, quotes, contracts, and more. Go beyond basic RFPs with PandaDoc.

4.7 2,745 Total Reviews

Request a demo

Why customers choose PandaDoc
over RFPIO

Choose from 1000+ templates

Save time creating personalized documents while giving your customers an outstanding user experience every time.

Manage all your document workflows

Use PandaDoc’s workflow automation software to build more efficient processes and manage important docs securely and instantly.

Get seamless CRM integrations

Connect the tools you love with PandaDoc. Build customized workflows without leaving the applications you’re already working in.

"We’re saving 3,000 hours annually and we’re three times more efficient…In the past year, we’ve been able to 10x our document management efficiency because of our partnership with PandaDoc. I’ve never been more impressed [with customer support]. They respond to me in less than an hour, even if there’s not a fix needed. It makes me feel like they’re always there for us."
Read full story
Katie Buell Digital Product Manager

How PandaDoc stand out from the competition

Features

Import and export

Project management

Team collaboration

Templates

Limited

Audit and review workflow

Content library

Limited

Integrations Embedded integrations with commonly used tool, including Greenhouse, monday.com, QuickBooks Payments, Microsoft OneDrive, Slack, Canva, Microsoft Word, Google Sheets, and more.

Electronic signature

Auto response

Bulk answering

Security questionnaires

Intake forms

Recommendation engine

Payment gateways

Document editor

Custom branding

Document analytics

Mobile app

24/7 Customer Support

Go beyond RFP software

Try before you buy

One key roadblock that RFPIO users experience when shopping for software is the common requirement for a demo. Even RFPIO requires a software demo in order for users to see how their automation software works. While PandaDoc offers a demo for customers who want it, you can also try a free trial for users interested in taking our robust document editor for a test drive. See why PandaDoc has earned thousands of positive user reviews, and why our software is a favorite among major brands and small businesses alike!

A better mobile experience

With PandaDoc, you can improve your customer experience even further with our mobile app for iPhone, iPad, and Android devices. Our apps are customized to the user interface of the device, meaning that you won’t have to work out of a browser while signing documents and checking for status updates. Sign and send your documents from anywhere with PandaDoc.

Document management analytics combined

PandaDoc offers a variety of tools to help you ensure customer success, and all of that starts with team and document analytics. The onboard analytics tools that PandaDoc provides will help you better understand how a customer interacts with your documents. You’ll be able to see how much time signers spent on a page and how many times they viewed a document. You can make changes knowing that previous iterations of your document are protected by version control. You can also assign roles to teams, run reports, and check activity so that you know who is working on your document at all times.

Take payments upfront

Proposal automation is a powerful tool, but it can’t help send additional documents contingent on a client’s actions. For RFPs where you might want to collect an upfront cost, RFPIO may not be much help. With PandaDoc, you can integrate a payment gateway into your proposal document so that customers can sign and pay from a single document. It’s a quick way to close deals even faster.

See what our customers are saying

"I like the fact that it integrates well with my CRM (Salesforce) and that it’s possible to edit a document inside the program. At my last company, I used Word and Docusign, which took a long time if I wanted to build a custom proposal (with more than merge fields for name, company, Etc)."

"I have used PandaDoc for my organization in the past and my sales team all had positive things to say about sending out contracts and creating them with the system."

"It’s super easy to use. You can upload a contract or proposals, assign fields and send it in a couple minutes. Oh, I also love getting notified when others are viewing the documents so I can reach out if they don’t execute after they’ve viewed."

"I used to hate writing proposals and procrastinate until the 9th hour but now that I have PandaDoc, I really do create my proposals in minimal time."

"Easy to use and setup. The templates work well and once you have the templates setup right then the product works very well."

Streamline your document workflow

Get personalized 1:1 demo with our product specialist.

Tailored to your needs
Answers all your questions
No commitment to buy

Schedule your free live demo

Fill out the form
Book a time slot
Attend a demo

By submitting this form, I agree that the Terms of Service and Privacy Notice will govern the use of services I receive and personal data I provide respectively.