You’re well-connected with RFP360 integrations.
When you integrate Salesforce, Word, Excel, Chrome, Firefox and more into your RFP process, you’ll improve productivity and eliminate information barriers organization-wide.
A more connected process is fueled by integration.
There’s a basic question that organizations need to answer before purchasing RFP software. Does the integration actually complement your existing process or complicate it?
At RFP360, we build purposeful integrations that enhance the key applications our customers rely on — and make those technical connections simple and transparent.
So if you need to create a proposal from your CRM, import or export an RFP in various formats or use your knowledge somewhere else, our integration gets you there, effortlessly.
Our RFP software integrations partner well with other technologies.
Directly from any opportunity record, you can launch RFP360 and create a new proposal that automatically pulls in Salesforce contact information for you. You’re also able to seamlessly manage associated proposals and review real-time project details in an embedded dashboard.
Microsoft Office add-in
Instantly access the knowledge you manage in RFP360 and insert it into Word documents, Excel spreadsheets, PowerPoint presentations and Outlook emails without ever leaving those applications. Our add-in also intelligently suggests content when you select a word or phrase, using AI-enabled search.
Quickly find the right answers in your RFP360 knowledge library and paste them into online questionnaires, assessments and electronic forms using Google Chrome or Firefox. You can launch our extension from your browser toolbar with a single click and use it inside any active window.
Integration speeds up the proposal process.
When a fast-paced sales team wanted to respond to more RFPs, RFP360 added velocity to their process while leveraging content that already existed in Word, Excel and PDF files.
“Responding to RFPs is much more streamlined and structured. We have a process we use to assign questions and upload content, which really accelerates our response time.”
-Matthew Combs, Sales Coordinator at Cegid
Because proposals come in many sizes and formats, RFP360 offers a number of options for importing the RFPs you’ve issued, RFPs you receive, or proposal content you’ve already written. We make it easy and quick to bring it all in — from Word documents, Excel spreadsheet templates and PDF files.
Maybe you’re ready to submit a proposal that requires a particular format. Perhaps you want to archive an RFP that you’re issuing or compare all vendor responses side by side. Regardless, RFP360 enables you to quickly export the information you need into a format that works best for everyone.
Single sign-on (SSO) authentication delivers a number of benefits, such as enhancing the employee experience and reducing the burden on your IT staff. RFP360 fits right into your SSO approach, supporting the SAML standard, Okta, Google SSO and Microsoft Active Directory (AD DS).