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RFI / RFP
Templates

RFI/RFP Checklist Templates

A smarter way to gather your software requirements, build RFI’s, RFP's and evaluate vendor responses (ie... a faster way, with less effort and lower cost)

The “RFI/RFP Checklist Templates” will enable you to quickly and accurately gather your system requirements, prepare a requirements specification, RFI or RFP (for issue to vendors) and then assist with your evaluation and comparison of vendor responses.


You will:


Save time. You’ll be able to specify your new system requirements, RFI’s, RFP’s much faster than with traditional methods. As virtually all the functional system requirements are listed – all you do is chose those you need.


Save effort. Thousands of criteria have already been carefully researched and listed, so you don’t have to recreate them. They’ll help you to be more thorough when gathering requirements and not to inadvertently miss out anything.

With the standardised format, vendors can clearly understand your requirements and respond accordingly. And this then allows you to make a simple and easy evaluation and comparison of vendor responses.


Save money. You can use the “RFI/RFP Checklist Templates” yourself. There’s no need to employ additional staff or resources.


Reduce the risk of wrong system selection. By following this standard approach to gathering requirements, preparing RFI’s, RFP’s and evaluating software systems.

 

The “RFI/RFP Checklist Templates” are:
 

Completely impartial and unbiased. There’s no bias towards any software package or vendor.

Comprehensive. They each contain many thousands of functional criteria.

Easy to use. The RFI/RFP Checklist Templates are available in Microsoft Excel, so they are quick and easy to configure to your precise needs.



Find out more - view:

Accounting RFP

Contents include general ledger, accounts payable, purchasing, accounts receivable, sales order, invoicing, fixed assets and more. 4987 criteria. 

Find out more about the Accounting RFP - click here

Customer Relationship Management (CRM) RFP

Contents include market research, marketing, sales, sales order processing, invoicing, customer support, field and service management, analytics / business intelligence and more. 2926 criteria.

Find out more about the CRM RFI/RFP Template - click here

Human Resource (HR) RFP

Contents include human resources, recruitment, time and attendance, absence, talent management, training, health and safety and more. 3252 criteria.

Find out more about the HR RFP - click here

Payroll RFP

Contents include payroll, bureau, employee expenses, P11D (UK) and more. 2480 criteria.

Find out more about the Payroll RFP - click here

HR + Payroll (combined) RFP

Contents include everything for HR and Payroll above. 4702 criteria.

Find out more about the combined HR and Payroll RFP - click here

HR Payroll RFI/RFP Checklist Template - click here for details

HR Payroll RFI/RFP Checklist Template

Find out more - view:

Accounting RFP

Customer Relationship Management (CRM) RFP

Human Resource (HR) RFP

Payroll RFP

HR + Payroll RFP

60-DAY 100% FULL MONEY-BACK GUARANTEE

If you are not completely satisfied with one of our RFI/RFP Checklist Templates – simply email us within 60 days from purchase and we will give you a full refund on the spot.

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