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eRFP

Name: eRFP
Rating: 4.5 (2 reviews)

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Highlights : About eRFP

Automatic Formatting

Knowledge Library

RFP Management

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.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Contact Management

Document Management

Collaboration

Pipeline Management

Automatic Formatting

Templates

Knowledge Library

Content repository

RFP Management

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