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

Supplier´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

Rejected

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