The Quote-to-Order RFI/RFP Template lists and describes 762 features and functions found in Quote-to-Order software solutions. This Quote-to-Order Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Quote-to-Order software selection projects.
Features and functions included in this Quote-to-Order Template:
Q2O/CPQ Workflow Management
Personalization and Localization
Rule Engines and Knowledge Base (Repository)
Document Management (for Proposals and Contracts)
Reporting and Analysis
Integration and Interfacing Requirements
Channel Support and PRM
This functional and technical requirement set template covers industry-standard functional criteria of Quote-to-Order that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your Quote-to-Order software project.
Use this template to gather your Quote-to-Order requirements, build RFIs and RFPs, and track the progress of your software implementation.
Gather Your Quote-to-Order Requirements Quickly and Effectively
Identify and prioritize the features and functions you need instead of building a list from scratch.
Easily add your company's unique Quote-to-Order requirements.
Find out what features and functions vendors support, and how they support them.
Collect Clear Quote-to-Order RFI and RFP Responses
Improve vendor participation by issuing RFIs that vendors can understand, and respond to easily.
Use RFI responses to create lists of requirements for your RFPs or requests for quotation (RFQs).
Make sure that vendors understand and can support all your requirements.
Eliminate Quote-to-Order Implementation Surprises
Get a clear picture of any required customizations.
Help Quote-to-Order vendors accurately cost required development work.
Compare your existing systems to the winning solution (gap analysis).
All of TEC's RFI/RFP Templates are delivered to your in-box as Microsoft Excel spreadsheets so you can easily share and customize them.
Get everything you need to make an informed, impartial software selection in TEC's evaluation centers. From research to vendor data, reports and templates, and access to the TEC Advisor software selection system.