RFP Management
Template
Pipefy´s detailed and organized RFP Management template will help you find the proposal that meets your needs and that will make your company save a lot of money from the release of the RFP through the proposal evaluation.
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Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Product/services
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2. Product/service needed
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3. Describe your request
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4. Define the technical requirements of the product or service that will be acquired
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5. Available budget
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6. Supplier
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7. Supplier’s name
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8. Supplier's email
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9. Supplier's contact
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10. Address
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11. State
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12. Country
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13. Zip code
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14. Define the requirements of the ideal supplier
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15. Set the leader that will conduct the negotiation
Proposal standard
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1. Maximum price
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2. If product, demanded volume
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3. Final date to deliver the proposal
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4. Maximum project duration (days)
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5. Final date to end the project
Supplier´s Proposal
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1. Proposal
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2. Does the supplier meet the defined requirements?
- Yes
- No
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3. Supplier´s proposal price
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4. Main characteristics of the proposal
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5. Solutions presented by the supplier
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6. Supplier's solutions
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7. How will the suppliers implement the project?
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8. Important documents
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9. Validity of the proposal
Proposal evaluation
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1. Responsible for the evaluation
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2. Is the budget available?
- Yes
- No
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3. Does the solution solve our problem?
- Yes
- No
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4. Overall supplier´s proposal score
- Very satisfied
- Somewhat satisfied
- Neutral
- Somewhat dissatisfied
- Very dissatisfied