The ultimate RFPIO online training resource

The full RFPIO University experience will be ready soon. Meanwhile, watch these video modules to improve your skills around Project Management, Content Management, and other RFPIO Features.

Project Management Content Management RFPIO Features


Start building on RFPIO foundations

Check out a sample of the educational content we’re producing for RFPIO University. Through video training modules designed by RFPIO product experts, you’ll be able to develop foundational and expert skills that you can put to immediate use. Start setting yourself apart from the pack!

Project Management Foundations

Kick off a project in RFPIO the right way! Learn key functionality about entering project details, how to import a basic RFx and key editing capabilities that will help simplify long-term project management.

Define project workflow from the get-go to provide visibility to the whole team. Learn how to assign work, how to begin responding to work assigned, and how to efficiently collaborate with your project team.

After finishing the response, you need to know how to carry a project across the finish line. Learn how to export your project to the source file, export to a template, and mark the project as complete.

Content Management Foundations

The Answer Library is the foundation for your response management process. Learn to add content, import a basic historical document and the basics of RFPIO’s content management framework.

As your Answer Library grows, organization is key. Learn expert tips and real-world examples about tags, collections and custom fields; bulk updating and key search functionality.

Keep your Answer Library up to date and clutter-free with these maintenance best practices. Learn how to utilize owners and review cycles, moderation basics, and how to manage similar or duplicate content.

RFPIO Feature Foundations

The more you use Auto Respond, the less you have to complete manually. Learn the steps to setting it up properly, how to run it, best practices for the most effective results, and tips on filtering and review.

Use the intake feature to enable sales and support teams to submit project requests to the RFP team for go/no-go decisions. In this video, learn how to enable, create, customize, and manage intakes.

Anyone who responds to a prospect, customer, or client in your organization can benefit from RFPIO. Learn how to add new users, manage all users, and take advantage of the out-of-the-box roles.

  • RFPIO University is the education and training arm of RFPIO, the global leader in response management. Through RFPIO University, responders can hone their RFPIO skills for RFPs, RFIs, RFQs, DDQs, security questionnaires, bids, tenders, and any other reactive proposal development.

  • Video modules will be added on a rolling basis. RFPIO University will continue to develop training material to parallel advancements within the RFPIO application. Students will have the ability to recommend topics based on their experience in the field.

  • All video modules will be free to watch. RFPIO accumulates new expertise every day with product development and implementation for customers around the world. RFPIO University converts that expertise into interactive training content designed to help response management professionals be proficient in all things RFPIO.