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

  1. Product/services
  2. Product/service needed
  3. Describe your request
  4. Define the technical requirements of the product or service that will be acquired
  5. Available budget
  6. Supplier
  7. Supplier’s name
  8. Supplier’s email
  9. Supplier’s contact
  10. Address
  11. State
  12. Country
  13. Zip code
  14. Define the requirements of the ideal supplier
  15. Set the leader that will conduct the negotiation

Proposal Standard

  1. Maximum price
  2. If product, demanded volume
  3. Final date to deliver the proposal
  4. Maximum project duration (days)
  5. Final date to end the project

Suplier´s proposal

  1. Proposal
  2. Does the supplier meet the defined requirements?
    • Yes
    • No
  3. Supplier´s proposal price
  4. Main characteristics of the proposal
  5. Solutions presented by the supplier
  6. Supplier’s solutions
  7. How will the suppliers implement the project?
  8. Important documents
  9. Validity of the proposal

Proposal evaluation

  1. Responsible for the evaluation
  2. Is the budget available?
    • Yes
    • No
  3. Does the solution solve our problem?
    • Yes
    • No
  4. Overall supplier´s proposal score
    • Very satisfied
    • Somewhat satisfied
    • Neutral
    • Somewhat dissatisfied
    • Very dissatisfied

Contracted

  1. Responsible for the evaluation
  2. Is the budget available?
    • Yes
    • No
  3. Does the solution solve our problem?
    • Yes
    • No
  4. Overall supplier´s proposal score
    • Very satisfied
    • Somewhat satisfied
    • Neutral
    • Somewhat dissatisfied
    • Very dissatisfied

Rejected

  1. Responsible for the evaluation
  2. Is the budget available?
    • Yes
    • No
  3. Does the solution solve our problem?
    • Yes
    • No
  4. Overall supplier´s proposal score
    • Very satisfied
    • Somewhat satisfied
    • Neutral
    • Somewhat dissatisfied
    • Very dissatisfied

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