Request For Proposal (RFP) Templates By Category

Accounting

Use our accounting software template to establish your selection criteria. Criteria include general ledger, accounts payable, payroll, and multinational accounting.

• ERP for Manufacturing, SMB (ERP for SMB) RFP Template

  Financials, Human Resources, Manufacturing Management, Process Manufacturing Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, Product Technology

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Business Process Management (BPM)

Use our business process management(BPM) template to establish selection criteria ranging from process modeling, security, and collaboration, to workflow portal and product and technology support.

• Business Process Management (BPM) RFP Template

  Process Modelling, Security Management, Process Collaboration, Form Management, Workflow Portal, Monitoring and Management, Process Analytics, and Product Technology and Support

Business Intelligence (BI)

Use our business intelligence template to establish your selection criteria. Criteria range from business performance management, analytics, to module availability and technical support.

• Business Intelligence (BI) RFP Template

  Reporting and Analysis, Analytics, Data Warehousing, Workflow, Data Integration, Support, and System Requirements

• Business Performance Management (BPM) RFP Template

  Data Visualization, Analytics, Workflow, Data Integration, Support, System Requirements

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Enterprise Asset Management (CMMS/EAM)

Use our CMMS/EAM templates to establish your selection criteria ranging from general CMMS functionality, maintenance management, and human resources to maintenance, repair, and overhaul, and work orders.

• Enterprise Asset Management (EAM/CMMS English Version) RFP Template

  General CMMS Functionality, Maintenance Management, Integration, Human Resources, Financials, Purchasing Management, Inventory Management, Product Technology

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Content Management

Use our enterprise content management(ECM) template to establish your selection criteria ranging from content authoring, content acquisition, development tool technical architecture, to security management

• Document Management System (DMS) RFP Template

  Content Authoring, Content Acquisition, Content Aggregation, Document and Records Management, Security Management, Performance, Backup, and Recovery

• Enterprise Content Management (ECM) System RFP Template

  Content Authoring, Content Acquisition, Content Aggregation, Output and Content Presentation, Workflow Management, Version Control and Management, Development Tool Technical Architecture, Portal Support, Document and Records Management, Search and Indexing Management, Security Management, Digital Asset Management, Reporting and Statistics Management, Performance, Backup, and Recovery, Product Technology

• Web Content Management (WCM) System RFP Template

  Content Authoring, Content Acquisition, Content Aggregation, Document and Records Management, Security Management, Performance, Backup, and Recovery, Product Technology and Support

Customer Relationship Management (CRM)

Use our CRM templates to establish your selection criteria for methodologies and strategies, including software and other web-based capabilities, which help an enterprise organize and manage customer relationships.

• CRM for Financial and Insurance Markets RFP Template

  Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology

• Customer Relationship Management (CRM) RFP Template

  Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality

• Enterprise Marketing Management (EMM) RFP Template

  Marketing Automation, Resource Management, Digital Asset Management, Financial Management, Reporting and Analysis, Configuration Points, Integration Points, Platforms, Security, Administration, Lead Management, E-mail Marketing, Product Technology, and Support

• Sales Force Automation (SFA) RFP Template

  Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more

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Customer Care and Billing (CC&B)

The CC&B RFP templates are designed for providers of utilities, telephony, cable, or other services providing companies. These covers topics such as mediation, provisioning, rating, reporting, financial systems, and billing for voice, data, content, and utility services.

• CC&B for the Telecommunications Industry RFP Template

  CC&B Core Requirements, Packages, Discounts, and Promotions, Mediation, Retail Rating and Billing, Billing for New Generation Services, Wholesale and Interconnect Billing, Customer Care, Provisioning and Activation, Accounts Receivable, Financial Systems, Reporting, Electronic Bill Presentment and Payment Services, Revenue Assurance, Multinational Requirements, Technical Requirements

• Customer Care & Billing RFP Template

  General Requirements, Mediation, Provisioning, Sales and Marketing, Customer Billing, Customer Care, Packages and Promotions, Accounts Receivable, Financial Systems, Enterprise Data Warehouse, Reporting, Telephony Products and Services, Utility Products and Services, CATV Products and Services, IP Products and Services, EBPP Services, Technical Requirements

E-procurement

Use our e-procurement templates to establish your selection criteria for electronic buying and selling systems. The template covers management and administrative features; marketplace systems; consulting services; workflow; integration; and technical architecture.

• E-procurement RFP Template

  Buying Entity Features,Selling Entity Features,Consulting services,Marketplace,Asset Management,Product Technology

Enterprise Resource Planning (ERP)

Use our ERP templates to establish your selection criteria ranging from batch control and reporting, formula and routing capabilities, to shop floor control, manufacturing management, finance, sales, and human resources.

• Discrete Enterprise Resource Planning (Discrete ERP) RFP Template

  Financials, Human Resources, Manufacturing Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, Product Technology

• Engineer-to-Order ERP (ETO) RFP Template

  Financials, Human Resources, Manufacturing Management, ETO Project Management, Inventory Management, Purchasing Management, Quality Management, Workflow Management, Sales Management, and Product Technology

• ERP for Distribution Industries RFP Template

  Financials, HR, Process Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, Supply Chain Management, Retail and POS, Web Commerce, and Product Technology

• ERP for Manufacturing, SMB (ERP for SMB) RFP Template

  Financials, Human Resources, Manufacturing Management, Process Manufacturing Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, Product Technology

• ERP for Mill-based and Material Converting Environments RFP Template

  Financials, HR, Material Converting Manufacturing Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, and Product Technology

• ERP for Municipalities RFP Template

  Financials, Human Resources, Customer Care and Billing, Maintenance Management, Asset Management, Project Management, Quality Management, Analytics, Product Technology

• ERP for Oil and Gas Upstream RFP Template

  Financials, Human Resources, Maintenance Management, Supply Chain Management, Product Technology

• ERP for School Districts RFP Template

  Financials,Human Resources, Payroll, Procurement, Product Technology

• ERP for the Fashion and Apparel Industry RFP Template

  Financials, Human Resources, Process Manufacturing Management, Inventory Management, Forecasting, Reservations & Allocations, Purchasing Management, Quality Management, Sales Management, and Product Technology

• ERP for the Services Industry (Non-manufacturing) RFP Template

  Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing, Knowledge Management, Collaboration, and Analysis, Third Party Integration, Back-office Functionality, Product Technology

• Mining Industry ERP and CMMS RFP Template

  Financials, Human Resources, Manufacturing Management, Process Manufacturing, Inventory Management, Purchasing Management, Quality Management, Sales Management, Project Management, Product Technology, and more

• Mixed-Mode Enterprise Resource Planning RFP Template

  Financials, Human Resources, Discrete Manufacturing Management, Process Manufacturing Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, Product Technology

• Process Enterprise Resource Planning (Process ERP) RFP Template

  Financials, Human Resources, Process Manufacturing Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, Product Technology

• Quote-to-Order RFP Template

  Online Catalog, PIM Capabilities, Q2O/CPQ Workflow Management, Personalization and Localization, Rule Engines and Knowledge Base (Repository),Document Management (for Proposals and Contracts), Pricing, Customer Information, Reporting and Analysis, Integration and Interfacing Requirements, Engineering Capabilities, Channel Support and PRM, Aftermarket Services, and more.

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Financial

Use our financial templates to establish your selection criteria. Criteria range from general ledger, inventory, to asset management.

• Financial Packages RFP Template

  General Ledger, Accounts Payable, Fixed Assets, Cost Accounting, Cash Management, Budgeting, Accounts Receivable, Financial Reporting, Project Accounting, Product Technology

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Health Care Information Management System (HCIMS)

Use our health informatics templates to establish your selection criteria. Criteria ranges from client order management, specimen management and analysis, to drug formulary management, and inpatient/outpatient labels.

• HCIMS - Clinical Information System RFP Template

  ADT (admission, discharge, and transfer), Global Requirements, Patient Information, Orders, Plan of Care, Work Plan, Kardex and Summary, Flow Sheets and Vitals, MAR and Medications, Critical Care, L&D Fetal Monitoring, Clinical Record, Reference and Reports, HIPAA (Health Insurance Portability and Accountability Act), Interfaces, Ease of Use, Technical and Support, and Product Technology

• HCIMS - Document Management RFP Template

  Scanning, Importing, Optical Character Recognition (OCR), Indexing and Storage, Retrieval, Editing, Viewing, Patient Records, Electronic Signature, Printing and Faxing, Workflow, Security, System Management, and Product Technology

• HCIMS - Help Desk RFP Template

  Issue Management, Inventory and Audit, Knowledge Management, and Product Technology

• HCIMS - Hospital Information System RFP Template

  Hospital Administration, Financial Management, Personnel Management, Patient Accounting, Technical and Support, and Product Technology

• HCIMS - Laboratory Information System RFP Template

  Product Functionality, System Management, Privacy and Security, and Product Technology

• HCIMS - Pharmacy Management RFP Template

  Product Functionality, HCIMS - Pharmacy Management, Privacy and Security, and Product Technology

• HCIMS - Picture Archiving Communication System (PACS) RFP Template

  Workstations, Workflow, Storage, Archive, Database, Image Acquisition, and Product Technology

• HCIMS - Staff Scheduling RFP Template

  Employee Data, Scheduling, Reports, and Product Technology

• HCIMS - Time and Attendance RFP Template

  Time Data, Processing, Reporting, and Product Technology

Human Resources (HR) and Payroll

Use our HR templates to establish your selection criteria. Criteria include personnel management, benefits, payroll and product technology.

• Enterprise Incentive Management (EIM) RFP Template

  Modeling and Strategic Analysis, Payee Database, Payee Sub-ledger, Compensation Plan Administration, Compensation Calculations, Views and Reports, Exception Data Resolution Management, Security and Compliance, Integration and Interfacing Requirements, Application Technology

• Human Capital Management RFP Template

  Recruitment and Staffing, Human Resource Management, Career Development and Succession Planning, Learning Management, Performance and Compensation Management, Workforce Planning, Product Technology

• Human Resources (HR) Management System RFP Template

  Personnel Management, Benefits, Payroll, Employee Self-Service, Data Warehousing, Health and Safety, Workforce Management, Training, Product Technology, and other criteria for Human Resources applications

• Recruitment and Staffing RFP Template

  Organizational Structures and Modeling, Corporate Branding, Sourcing, Applicant Tracking, Assessment and Selection, Governance and Compliance, Vendor Management System Portal (Staffing Agencies), Analytics and Reporting and Product Technology

• Talent Management RFP Template

  Recruitment and Staffing, Personnel Management, Career Development and Succession Planning, Learning Management, Performance and Compensation Management, Workforce Planning, Product Technology and other criteria for Talent Management applications

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Information Security

Use our information security templates to establish your selection criteria for encryption, digital signature requirements, issuance, authentication, storage, retrieval, and other forms of certificate management functionality.

• Firewall RFP Template

  Firewall Type, Decision Engine, Scalability, Network Interfaces, Operating Systems, Routing and Network Protocols, SNMP, NAT, Policy Features, Proxies, Authentication, Logging, Content Filtering, VPN and Encryption, Attack Resiliency, Certification, and more

• Information Security RFP Template

  Firewall System, Intrusion Detection System, Anti-Virus System, Virtual Private Network (VPN), Public Key Infrastructure (PKI), Enterprise Applications, Cryptographic Module

• Public Key Infrastructure (PKI) RFP Template

  PKI Functionality, PKI Technology

Learning Management

Use our learning management template to establish your selection criteria. Criteria include classroom training management, virtual classrooms, assessment and evaluation, and usability.

• Learning Management Suite RFP Template

  Classroom Training Management, E-learning Management, Custom Content Authoring/Publishing Tools, Virtual Classrooms, Course Content/Learning Object Management, Communication and collaboration, Assessment and Evaluation, Performance Support, Blended Learning, Competency and Performance Management, E-commerce Support, Reporting, Analytics, Language Support, Usability, Support, Product Technology and Support

Maintenance, Repair, and Overhaul (MRO)

Use our MRO template to establish your selection criteria. Criteria include maintenance management, customer contracts, and work orders.

• Maintenance, Repair, and Overhaul (MRO) RFP Template

  Maintenance Management, Customer Contracts (Agreements), Customer Orders, Customer Quotations, Work Orders, Product Technology

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Open Source

Use our open source templates to establish selection criteria ranging from operating system and application services, customization services, training and community participation to migration and version maintenance and license support.

• Linux and Open Source IT Services (Excel Format) RFP Template

  OS and Application Services, Support Services, Consulting, Implementatation, and Reselling, Migration and Version Maintenance Services, Customization Services, Development Services, Security Services, License Support and Applicability, Training and Community Participation, High-Level Market Characteristics

• Linux and Open Source IT Services (OpenDocument Format) RFP Template

  OS and Application Services, Support Services, Consulting, Implementatation, and Reselling, Migration and Version Maintenance Services, Customization Services, Development Services, Security Services, License Support and Applicability, Training and Community Participation, High-Level Market Characteristics

Outsourcing

Use our outsourcing templates to establish your selection criteria for providers of data center and network operations; storage management; software development and maintenance; and porting services.

• Outsourcing--Applications Software RFP Template

  Employees, Application Software Related Experience, Processes and Tools, Certifications and Accreditations, Industry Skills and Experience, Domain Skills and Experience, Application Software Package Skills and Experience, Technology Skills and Experience, Professional Services and Implementation Consulting Services, Client Experience, Internal Infrastructure and Enabling Technology, Business Flexibility

• Outsourcing--IT Infrastructure RFP Template

  Employee Information, IT Facility and Data Center Operation, Distributed Technology Operation, Network and Communications Service, Business Continuity and Disaster Recovery, Security, Certifications and Accreditations, Client Experience, Business Flexibility

Product Information Management (PIM)

Use our product information management(PIM) template to establish selection criteria ranging from integration with back-office systems, product information repository to employee productivity and application technology.

• Product Information Management (PIM) RFP Template

  Integration with Back-Office Systems, Product Information Repository, Data Distribution and Synchronization, Employee Productivity, Application Technology

Product Lifecycle Management (PLM)

Use our PLM templates to establish your selection criteria. Templates range from regulatory compliance and internal standards in design cycle issues to portfolio management ranging from financial and strategic value, to business and available resources.

• Core PLM Product Data and Recipe Management--Process RFP Template

  Product Data Management (PDM), Engineering Change Order and Technology Transfer, Design Collaboration, Process and Project Management, Product Technology

• Core PLM--Product Data Management - Discrete RFP Template

  Product Data Management (PDM), Engineering Change Order and Technology Transfer, Design Collaboration, Process and Project Management, Product Technology

• Manufacturing Process Management (MPM) RFP Template

  Product Process Planning, Production Process Design and Validation, Production Modeling and Simulation, Ergonomic Evaluation and Simulation, Application Technology

• PLM for the Fashion Industry RFP Template

  Line Planning and Calendar Management, Concept Development, Design and Product Development, Sourcing and Supply Chain Collaboration, Manufacturing Process Management (MPM), Product Quality Management, Visual Merchandising, Supporting Technology, Application Technology

• Product Development and Portfolio Management RFP Template

  Corporate Objectives Definition, Portfolio Definition, Product Investment, Product Investment Scoring, Portfolio Balancing, Product Investment Monitoring, Application Technology

• Product Lifecycle Management (PLM) Comprehensive RFP Template

  ore PLM for both discrete and process industries (Engineering Change Management, Data Vaulting, BOM Management, Recipe Management, Product Cost Estimation, etc.), Product Development and Portfolio Management, Manufacturing Process Management (MPM), Ideation & Requirements Management, Service Data Management, Regulatory and Compliance, and Application Technology

• Regulatory and Compliance RFP Template

  Design for Compliance, Management of Hazardous and Controlled Substances, Regulatory and Compliance Documentation, Managing Recyclables and Controlled Waste, Product Technology

Project Portfolio Management (PPM)

Use our Project Portfolio Management(PPM) template to establish your selection criteria. Criteria include portfolio management, demand management, visualization and reporting, and Sarbanes-Oxley compliance.

• PPM for Internal Departments RFP Template

  Portfolio and Project Management, Resource Planning and Scheduling, Customer Support and Contact Management, Time and Expense Management, Financial Management, Budgeting, and Costing, Knowledge Management, Collaboration, and Analysis, Third Party Integration, Product Technology

• PPM for Professional Services Automation RFP Template

  Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing, Knowledge Management, Collaboration, and Analysis, Third Party Integration, Back-office Functionality, Product Technology

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Retail Systems

These templates help retailers specify their priorities for automating transactions, inventory management, register management, price management, transaction management, and other other regular retail requirements.

• Merchandising Systems RFP Template

  Inventory Management, Inventory Optimization, Price Management, Revenue Management, Master, POS, Reports and Inquiries and Product Technology

• Point of Sale (POS) Systems RFP Template

  Transaction Management, Register Management, Sale Slip Management, Price Management, Inventory Management, Reports and Inquiries, Business Architecture, Product Technology

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Radio Frequency Identification (RFID)

These templates covering RFID criteria will help prioritize requirements for selecting systems to track unique items. In the context of enterprise resource planning and supply chain management, RFID solutions make items visible from manufacturing through distribution.

• Radio Frequency Identification (RFID) RFP Template

  Tags and Data Storage Devices, Readers, Interrogation Equipment, and Printers, Wireless Hubs and Edge Servers, Application Network, Application Technology

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Supply Chain Management (SCM)

Use our SCM templates to establish your selection criteria for supplier, manufacturer, logistics, transportation, and customer business processes. Criteria also expose global and cross-enterprise trade issues.

• Demand Management RFP Template

  Promotion Planning,Pricing and Profit Optimization,Forecasting,Merchandise Planning,Life Cycle Planning,Consensus Planning,Collaborative Planning,Sales and Operations Planning (S&OP),Vendor Managed Inventory (VMI) Replenishment,Event Planning,Metrics and Reporting,Demand Management Systems Architecture,Product Technology

• International Trade Logistics (ITL) RFP Template

  Collaboration, Content, Commerce, Product Technology

• Order Management RFP Template

  Order Promising, Inventory Management, Sourcing, Execution Visibility, Inbound and Assembly Coordination or Multi-site Changing, Shipping and Outbound, OM-Specific Technology, Product Technology

• Production and Supply Planning RFP Template

  Strategic Supply Chain Planning, Operational Planning, Procurement Collaboration, Order Management, Fulfillment, and Channel Integration, Utilities for Planning Systems, Systems Integration, Product Technology

• Service Parts Planning RFP Template

  Planning, Service Delivery and Execution, Workforce Optimization, Logistics Transportation and Reverse Logistics, Analytics and Reporting, Utilities, Product Technology

• Supplier Relationship Management (SRM) RFP Template

  Design, Sourcing, Procurement, Fulfillment, Manufacturing, Settlement, Utilities, Infrastructure, Product Technology

• Supply Chain Event Management RFP Template

  Monitor and Resolve,Integration,Business Intelligence and Reporting,Business Applications Catalogue,Data Management,Architecture, Product Technology

• Supply Chain Management (SCM) RFP Template

  Demand Management,Supply Chain Optimization,Warehouse Management System (WMS),Production and Supply Planning,Service Parts Planning,Transportation Management System (TMS),International Trade Logistics (ITL),Order Management,Supply Chain Event Management,Supplier Relationship Management (SRM),Product Technology

• Supply Chain Optimization RFP Template

  Supply Chain Network Optimization, Transportation Network Optimization, Inventory Management Optimization, Product Technology

• Transportation Management System (TMS) RFP Template

  System Definition and Implementation,Interface and Integration,Required Features and Functions, and Analysis

• Warehouse Management System (WMS) RFP Template

  Warehouse Configuration, Bin Location Setup, Receiving, Inventory Control, Packing and Shipping, Picking, Adaptability, Technology Configuration, Product Technology

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Software Testing and Development

Use our test tools templates to establish your selection criteria ranging from software lifecycle management, design and analysis, and documentation, to design, supported tools, and industry tool characteristics.

• Software Development Tools RFP Template

  Software Lifecycle Management, Design and Analysis, Construction, Configuration Management, Documentation, Software Deployment Platform, Development Tool Technical Architecture

• Software Test Tools RFP Template

  Used in Design, Used While Coding, Used While Testing, Test Support Tools, General Functionality, Integration with Other Tools, Testable Platform, Ease of Use and Customizable UI, Architecture, Industry, Tool Characteristics