Request for Proposal Free Template

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.

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.

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.

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.