Cross-Functional · Template · Intermediate · Saves 30+ hours
RFP Template
A template for creating effective RFPs.
What's included
- RFP Structure
- Company overview
- Project description
- Requirements
- Evaluation criteria
- Timeline and process
- Requirements Framework
- Functional requirements
- Technical requirements
- Service requirements
- Commercial requirements
- Evaluation
- Scoring methodology
- Comparison framework
- Decision documentation
Best used when
- Major vendor selection
- Competitive bidding required
- Complex requirements
- High-stakes decisions
Why this is Gold
Bad RFPs produce bad vendors. This template ensures quality selection.
The template
The Template
REQUEST FOR PROPOSAL
RFP Document Structure
REQUEST FOR PROPOSAL
RFP NUMBER: _______________
Issue date: _______________
Response deadline: _______________
1. COMPANY OVERVIEW
[Brief description of your company]
2. PROJECT OVERVIEW
Project name: _______________
Objective: _______________
Timeline: _______________
Budget range: _______________
3. SCOPE OF WORK
[Detailed description of required services/products]
4. REQUIREMENTS
FUNCTIONAL:
☐ _______________
☐ _______________
☐ _______________
TECHNICAL:
☐ _______________
☐ _______________
☐ _______________
SERVICE LEVEL:
☐ _______________
☐ _______________
5. EVALUATION CRITERIA
| Criteria | Weight |
|----------|--------|
| Capability | __% |
| Experience | __% |
| Approach | __% |
| Price | __% |
| References | __% |
6. SUBMISSION REQUIREMENTS
☐ Executive summary
☐ Company background
☐ Proposed solution
☐ Team and qualifications
☐ Pricing
☐ References (3 minimum)
7. TIMELINE
RFP issued: _______________
Questions due: _______________
Responses due: _______________
Finalist presentations: _______________
Decision: _______________
RFP Evaluation Matrix
| Vendor | Capability | Experience | Approach | Price | Reference | Total |
|---|---|---|---|---|---|---|
| /20 | /20 | /20 | /25 | /15 | /100 | |
| /20 | /20 | /20 | /25 | /15 | /100 | |
| /20 | /20 | /20 | /25 | /15 | /100 |
Frequently asked questions
What is the RFP Template?
A template for creating effective RFPs.
Who is the RFP Template for?
It is built for Cross-Functionals and their teams working on Vendor Management. The AI coach adapts it to your company, stage, and goals.
How long does the RFP Template take to use?
It saves roughly 30+ hours versus building from scratch. Our AI coach can tailor the template to your situation in minutes, then hand you a step-by-step plan.
Is the RFP Template free?
Yes. You can read the full template and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the RFP Template?
The coach teaches you the framework, asks a few questions about your business, tailors the template to you, and gives you measurable next steps to execute.