RFI Software

Effective RFI management & tracking

Content Snare is the smart, stress-free way to request infromation from clients.

It's a simple, secure portal where your clients can complete information and upload files online.

Automatic reminders keep clients accountable and let you work on more important things than chasing clients.

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14 day free trial. No catches. No credit card required. Just a lot less stress.
rfi software interface

Keep projects moving

Waiting on clients to complete RFIs is one of the biggest bottlnecks in projects across construction, engineering, government and agencies.

When you're dealing with mutliple RFIs, they're hard to manage through spreadsheets and often require constantly chasing clients to complete. 

It doesn't have to be that way. 

With effective RFI management software:

  • All information is accessible in a single platform
  • Client reminders are sent automatically
  • Projects are kept on schedule

Try Content Snare for your RFI tracking software needs. Lodge RFIs with your clients and keep them accountable for delays.

1000+ companies use Content Snare to collect over 83,000 pieces of content & documents each and every month

rfi software dashboard

Easily accessible RFIs

RFI’s often become difficult to manage when clients provide information in multiple places. It’s not uncommon for a single RFI to result in several documents, emails and version control issues.

With Content Snare, your clients have a single way to provide info with varying levels of access.

  • Require them to log in - best for sensitive data
  • Allow them to simply click a link and automatically log in - easiest for clients
  • Require a PIN code

Once they are inside, your clients can upload documents, copy and paste or enter information manually. Everything is saved in real time so both you and your clients can view the progress on all outstanding RFIs.

Automatic reminders

Once an RFI is sent, Content Snare will continue to remind stakeholders based on the reminder schedule you set.

That way your staff can get back to billable work instead of having to check in on RFIs and manage the associated back-and-forth by email.

rfi software reminders

Include supporting information

Requests in Content Snare can include any project-specific information to aid your clients. This might include:

  • Changes in scope caused by this RFI
  • References to project items in other systems (through hyperlinks)
  • Image references
  • Videos

Vander Guerrero,
EventMobi

"We are saving time and money with Content Snare, but it’s more than that. It alleviates the heat, miscommunication and frustration of trying to get the information we need from clients."

Request any kind of information

Files, documents or simple text answers

Requests for information can be structured of many different types of information. Fields can be open ended, but you can also choose to lock clients in to providing exactly what you need.

The available fields include:

  • Single line, multi line or formatted text (limit min/max length)
  • Email, URL, Phone
  • Numerical
  • Date/time
  • Image upload (limit size, aspect ratio)
  • File and document upload
  • Checkbox, radio, dropdowns
  • Color picker
rfi software information

Approve or reject

Lock information or request changes

Once information is provided by clients, approve or reject information on a field-by-field basis.

Rejecting a field notifies your client to return to the system and update provided information according to your comments.

Alternatively, you can approve the information to lock it in and prevent further changes.

Create templates

Re-use common RFIs with multiple clients

RFI’s can be saved as templates for re-use on future projects, saving more time.

rfi software templates

Try it today

Try Content Snare today to handle your RFI management.

Take the risk-free 14-day trial by clicking below.

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