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.
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