What’s changed in this version?
As well as bringing the software functional requirements up-to-date, the template has undergone a major format revision to make it faster and easier to use.
The key enhancements include:
- A reduced number of Excel worksheets, with now only 4 worksheets to fill in.
- All system requirements are on one ‘RFP Requirement Specification’ worksheet, listed in a logical order, to make it quicker and easier to configure to your needs.
- Separate, easy-to-amend RFI and RFP Templates (worksheets), to save time creating your own RFI and RFP.
- It’s now easier to create a full RFP for issue to vendors – just combine ‘RFP Requirement Specification’ and ‘RFP Template’ worksheets (or copy and paste).
- Improved Business Analysis worksheet, to better understand your current situation and collect more information.
- New evaluation scores comparison chart.
- Clearer instructions and larger font sizes, to make it easier to read and use.
Date published - October 2015
Author - Axia Consulting Ltd
Format - Microsoft Excel 97-2003, Microsoft Windows 95-XP format
CRM and SFA RFI/RFP Templates work in all versions of Excel from 97-2003 through to 2016 and Windows from 95 through to 10.
The minimum recommended system requirements are 1 MB free disk space, MS Excel 97 or later version, MS Windows 95 or later version and a CD / DVD drive (if ordering a CD).