RFP Templates

>> Hi There!
Thanks for
Downloading.
You Can Edit Your Own Version in One of Two
Ways:
1. Go to “File” > “Make a Copy” to Access in Google Docs
2. Go to “File” > “Download As” > “Microsoft Word” to
Download as a Word Doc
HOW TO USE THIS TEMPLATE

Thank you for downloading HubSpot’s RFP Templates! We hope they are
useful as you seek proposals for your business projects.
These templates contain prompts and sections commonly found in requests

for proposals.
Below, you’ll see:

● One short, one-page RFP template when things can be concise.
● One several-page long RFP template for when you need to be detailed.
In the long template, you’ll see numerous sections, each included with the
following:
● Italicized Information: To illustrate the importance of each of the

sections included, there’s a quick description of the section and
suggestions of what you should think about when writing yours. You
can erase these introductions after you’ve read them.
● [UPPER CASE PROMPTS IN BRACKETS]: These are intended for you to

erase and fill in with information for your specific project.
● Normal Placeholder Text: This is suggested wording to include in your

RFP, but should be altered, deleted, or added to as you see fit.
Once you’re ready to begin, delete this page and start filling out your info
below. Remember, you can add/edit/delete any wording or sections you see
fit for your projects!
HubSpot’s CRM Software to Manage Partner & Customer

Communication
(Oh, and did we mention it’s completely free?)
Get Free CRM Now

Request for Proposal [SHORT]
RFP: [Project Name] Proposal Due By: [Company Name]

[Date]
Project Overview:
[Insert Project Overview]
Project Goals:
● Goal 1
● Goal 2
● Goal 3
Scope of Work:
[Describe Scope of Work in Greater Detail]
Current Roadblocks and Barriers to Success
● Roadblock 1
● Roadblock 2
● Roadblock 3
Evaluation Metrics and Criteria
● Criteria #1
● Criteria #2
● Criteria #3
Submission Requirements
● Requirement #1
● Requirement #2
● Requirement #3
Project Due By: [Enter Project Due Date] Budget: [Amount]
Contact: [Enter Email: [Enter Email] Phone #: [Enter

Name] Number]
Request For Proposal

[LONG]
[PROJECT TITLE]
[YOUR COMPANY NAME]
PROPOSALS DUE BY: [DATE PROPOSALS WILL BE ACCEPTED UNTIL]
Company Background
This shouldn’t be a long history of your company. Rather, it should
give contractors a better idea of what your company does and who
you serve as a target market.
[EXPLAIN COMPANY IN 1-2 SENTENCES]
Project Overview
Before you go into the specifics of your company, you should give a
brief introduction to the project itself so vendors know right away if
it’s something worth bidding on.
[EXPLAIN PROJECT OVERVIEW IN 1-2 PARAGRAPHS]
Project Goals
Clearly identify what you hope to accomplish with this project and
what you see as a “win” so everyone is on the same page.
The goals of this project include:

i. [INSERT COMPANY GOAL #1]
ii. [INSERT COMPANY GOAL #2]
iii. [INSERT COMPANY GOAL #3]
To reach these goals, [YOUR COMPANY] is now accepting bids in

response to this Request for Proposal.
Scope of Work
The details of the project are essential in an RFP. In the same way
you don’t want to use vague questions, a vague project scope won’t
help you find the right vendor either. Spend time really detailing
your project scope so there’s no surprises later on.
Include a description of the project and a detailed scope of work
here. The description can be in paragraph form, a bulleted list, or a
combination of both.
[EXPLAIN SCOPE OF PROJECT IN A FEW SENTENCES AND/OR BULLET

POINTS.]
Target Deliverable Schedule
Do you have a target deliverable schedule in mind? This needs to be
included in your RFP so potential vendors can properly gauge if they
have the resources and bandwidth to complete the job on time.
Final Project Due: [PROJECT DUE DATE]

The expected project completion date is [ADD DATE]. If this date
needs to be adjusted, please include your readjusted proposed date,
as well as your reasoning for shifting the schedule. All proposed date
changes will be considered.
Existing Roadblocks Or Technical Issues
Here, you’ll want to outline any time, resources, or other constraints
that will affect both the proposal and the project.
A successful RFP is clear about any technical issues or possible
roadblocks, such as: Are you dealing with custom coding or an
outdated platform? Does your team have limited resources?
By explaining these up front, potential vendors will know exactly
what they’re getting into. You’ll weed out contractors who can’t
handle the task due to those constraints, but you’ll also connect
with companies that know how to work around these common
issues with skill and finesse.
Remember, it’s far better to find this out now than after you’ve
accepted the bid and started work.
[OUTLINE YOUR ROADBLOCKS OR TECHNICAL CONSTRAINTS.]

Budget Constraints
It’s important to be upfront with your budget. The more you can
eliminate surprises, the better for all parties involved.
[ENTER TARGET BUDGET AND/OR BUDGET CONSTRAINTS.]

Evaluation Metrics
How will you ultimately determine which contractor is the best fit for
this project. List which criteria you will consider when choosing the
company you will ultimately hire.
[YOUR COMPANY] will evaluate bidders and proposals based on the

following criteria:
● Previous experience/past performance history.

● Samples and/or case studies from previous projects.
● Projected costs.
● Experience and technical expertise.
● Responsiveness and answers to questions in the next section.
Questions Bidders Must Answer To Be Considered
Create thought-provoking questions related to this project so you
can properly assess potential vendors. You might want to know
what issues a contractor sees up front or how the costs will break
down.
Consider asking questions that you would in person or over the
phone. List the questions bidders must answer in order to be chosen
(or even considered).
i. [INSERT QUESTION #1]

ii. [INSERT QUESTION #2]
iii. [INSERT QUESTION #3]
Submission Requirements
Aside from required questions to answer and evaluation metrics,
what will ultimately be necessary in order for the proposal to be
considered?
Bidders must adhere to the following guidelines to be considered:
● Only bidders who meet all 5 metrics in the evaluation section

should submit a proposal.
● Proposals must be sent in by [INSERT DATE]. Bidders who are
interested in submitting a proposal should inform [POC NAME +
EMAIL] no later than [INSERT DEADLINE].
● Include samples and references with your proposal.
● Proposals should not be more than [ENTER NUMBER] pages.
Failure to comply to this guideline will result in an automatic
rejection.
● A proposed schedule must also be included and clearly
expressed.
What We’re Looking For in Potential Vendors
Another way to reduce or eliminate surprises on your RFP is to

explain exactly what you’re looking for in potential contractors. You
could also use this time to become a little more colloquial and
explain what kind of communication or work ethic you expect from
the contractor.
[ENTER YOUR EXPLANATION OF YOUR IDEAL VENDOR.]

Contact Information
Wrap things up with the best way to contact the RFP drafter and
which email to submit the RFP to.
For questions or concerns connected to this RFP, we can be reached

at:
[POC NAME]
[POC EMAIL]
[POC PHONE]

RFP Templates

Uploaded by

Copyright:

Available Formats

RFP Templates

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

RFP Templates

Uploaded by

Copyright:

Available Formats

>> Hi There!

HOW TO USE THIS TEMPLATE

These templates contain prompts and sections commonly found in requests

Below, you’ll see:

● Italicized Information: To illustrate the importance of each of the

● [UPPER CASE PROMPTS IN BRACKETS]: These are intended for you to

● Normal Placeholder Text: This is suggested wording to include in your

HubSpot’s CRM Software to Manage Partner & Customer

(Oh, and did we mention it’s completely free?)

Get Free CRM Now

RFP: [Project Name] Proposal Due By: [Company Name]

[Insert Project Overview]

[Describe Scope of Work in Greater Detail]

Current Roadblocks and Barriers to Success

Evaluation Metrics and Criteria

Project Due By: [Enter Project Due Date] Budget: [Amount]

Contact: [Enter Email: [Enter Email] Phone #: [Enter

Request For Proposal

The goals of this project include:

To reach these goals, [YOUR COMPANY] is now accepting bids in

[EXPLAIN SCOPE OF PROJECT IN A FEW SENTENCES AND/OR BULLET

Final Project Due: [PROJECT DUE DATE]

[OUTLINE YOUR ROADBLOCKS OR TECHNICAL CONSTRAINTS.]

[ENTER TARGET BUDGET AND/OR BUDGET CONSTRAINTS.]

[YOUR COMPANY] will evaluate bidders and proposals based on the

● Previous experience/past performance history.

i. [INSERT QUESTION #1]

Bidders must adhere to the following guidelines to be considered:

● Only bidders who meet all 5 metrics in the evaluation section

Another way to reduce or eliminate surprises on your RFP is to

[ENTER YOUR EXPLANATION OF YOUR IDEAL VENDOR.]

For questions or concerns connected to this RFP, we can be reached

You might also like