Request for proposal

Template

Pipe destined for Proposal Requests coming from clients where you can evaluate and draft your final proposal according to the progress you’ve made in each phase.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Client name

  • 2. Client email

  • 3. Request description

  • 4. Request for proposal

  • 5. Due date

  • 6. Priority level

    • Critical
    • High
    • Neutral
    • Low

Quick scan

  • 1. Assignees

  • 2. Is this of strategic importance?

    • Yes
    • No
  • 3. Are there specific RFP needs?

    • Yes
    • No
  • 4. If yes, describe here.

  • 5. Is everything accordingly to proceed with the RFP?

    • Yes
    • No

Deep scan

  • 1. Legal checklist

    • Liabillity check
    • Penalty clause check
    • Legal articles check
  • 2. Commercial checklist

    • Solvency check
    • Rate card check
  • 3. Solutions checklist

    • Client check
    • SLA and KPIs
    • Breakdown and estimate
    • Technology check
    • Capacity check
  • 4. Staffing checklist

    • Client's maturity
    • Capacity check
    • In-house
    • Hire
    • Need partner
  • 5. Man's service - Scope?

  • 6. Man's service checklist

    • Capacity check
    • Field experience
  • 7. Is everything in order?

    • Yes
    • No
  • 8. If something's missing, describe here.

Risk ​evaluation ​& ​mitigation

  • 1. What's the probability of winning the deal? (in %)

  • 2. Negotiation risk label

  • 3. What are the risks?

  • 4. How can we mitigate them?

  • 5. Will we move forward with the RFP?

    • Yes
    • No

Response creation

  • 1. Assignee

  • 2. TSA checklist

    • Technology
    • Approach
    • Planning
    • Timing
  • 3. SA checklist

    • Layout
    • Required attachments
    • Required forms
  • 4. Proposal draft

  • 5. Send to review

    • Yes

Response review

  • 1. Assignee

  • 2. Final proposal value

  • 3. Margin (in %)

  • 4. Proposal

  • 5. Comments

  • 6. Is any adjustment needed?

    • Yes
    • No

Approval

  • 1. Assignee

  • 2. Final proposal value

  • 3. Margin (in %)

  • 4. Approval

    • Approved
    • Not approved
  • 5. If not approved, please justify.

​Response ​submission

  • 1. Comments

  • 2. Signed proposal

Submit offer

No bid

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