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eRFP
eRFP

eRFP

By InHub


  •  1315 Interested

Highlights : About eRFP

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Automatic Formatting

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Knowledge Library

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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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