Product Technical Details

Revised CRM RFI/RFP Template

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).

File sizes

CRM RFI/RFP Template file sizes:

Sales Force Automation RFI/RFP Template

Customer Relationship Management RFI/RFP Template

.zip file

0.2 MB

0.3 MB

.xls (Excel) file

0.6 MB

0.8 MB

Delivery - straight to your in-box, as file format:

.zip file (compressed Excel file). Immediate download from our online shop at SWREG/Digital River, with secure credit card processing. NB: .zip files may require ‘WinZip’ from


.zip file or .xls Excel file. Email file attachment sent within 24 hours of ordering, directly from Axia, with payment on invoice.

Exceptionally, as an.xls Excel file – on a CD, for an extra charge directly from Axia.

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