Request for Proposal Free Template
Pipefy’s request for proposal template helps you to evaluate IT providers, simplify the selection process, and find the best tech partner for your company. It’s easy to customize and no code is required. Try it now!
Drive your business forward
Use our RFP tracker template to create custom forms to collect offers from different vendors. You can also define a streamline based on your own criteria, and avoid miscommunication with notifications and automated emails.
Pipefy’s RFP tracking template provides an overview of the project, giving your company and the outsourced partner a clear description of what is being requested, delivery dates, and goals.
Run a request for proposal process smoothly
Automate manual tasks
Send emails, assign team members, and skip several manual tasks with Pipefy’s automations.
Improve every day
With this RFP tracker template, you can analyze your process metrics and find out how to enhance it.
Gather and update information in one place
Use forms to collect data from potential tech partners and to approve their proposals.
Collect everything in one place
This request for proposal template helps you gather and store data, making it easier for your team to find detailed information whenever they need.
Combine different field types to build custom forms and share them with potential tech partners. Then, receive all offers into a Kanban board that helps you identify priorities.
Design a process in your terms
Each RFP process is different. It means every step of the workflow requires different actions before it is considered done.
With the request for proposal template, you visualize your process and control everything that comes and goes, from people involved in the tasks, SLAs, priorities, stakeholders, email communication, and more.
Of course, you can automate almost everything in your request for proposal process, from the email exchange, notifications, and assignments.
May the best IT provider reveal itself
Pipefy’s request for proposal template comes with a sample dashboard chart in which you can track your process data. With it, you can track metrics, combine filters, and build brilliant boards to prove you are moving in the right direction.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Sales Team Resources CRM
Structure and manage your sales team, tracking its progress.
Outbound Marketing – Prospecting Leads
It helps your sales reps go through their outbound business development process.
Organize and coordinate your reseller prospecting process.