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Accounting RFI/RFP Template

Request For Proposal

Request For Proposal Template - for Accounting Software

RFP Template (above) - fill in the blanks and amend as required.

Straightforward format - with separate templates for Business Analysis, RFI, RFP and Requirements Specification.

Requirements Specification - Purchase Order Processing

Accounting RFI/RFP Template - Requirements Specification - Purchase Order Processing

Benefit from thousands of carefully researched functional requirements covering all areas of your Accounting software.

Additional columns for stating:
- (C) criteria currently in use
- (W) importance weighting (priority) of a future requirement
- Vendor response to your requirements
- (S) your scoring of the vendor response
- (WS) weighted score (automatically calculated)

Requirements Specification - Accounts Receivable (with example requirements specified)

Accounting RFI/RFP Template - Requirements Specification - Accounts Receivable

Configure your functional requirements to your precise needs. Add, delete or amend  as necessary. Or even change the layout - you have complete flexibility.

Choose your importance weighting (W) for each future requirement. Various numerical ranges can be used - an easy-to-use range is: 4 - a mandatory requirement
3 - an essential requirement
2 - a desirable requirement
1 - a nice to have requirement
0 - not needed

Requirements Specification - Systems Operations (with example vendor responses and scoring)

Accounting RFI/RFP Template - Requirements Specification - Systems Operations

Example: Vendor
response: stating how
their software &
which version meets
your requirements.

Example: Evaluation and scoring (S) of the software vendor responses. Various numerical ranges can be used - an easy-to-use scoring range is:
3 - requirement exceeded
2 - requirement fully met
1 - requirement partially met
0 - requirement not met

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Example: Weighted Scores (W x S = WS). Use these and summarised scores / chart on the ‘Evaluation Scores’ worksheet to compare results and different software / vendor solutions.

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