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Request For Proposal

BONUS: Read the request for proposal how-to guide.

BONUS 2: Request for proposal complete guide.

Sales Operations

Request for Proposal Template

Used 1365 times | Updated October 24, 2023

The request for proposal template (RFP) is a business document that announces and provides details about a project your company is launching. The goal of the request for proposal is to help you solicit and review bids from contractors who will help complete the project. Use Xtensio’s live template to keep everyone instantly up-to-date on the project details.

  • Detail your project’s needs in a visual, easy-to-read RFP format to solicit and review bids from outside vendors.
  • Ensure transparency and hold your organization and outside vendors accountable for project goals.
  • Create benchmarks to measure a project’s success.
Use This Template

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.
Join the 190,370 changemakers.

Use This Template

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.
Join the 190,370 changemakers.

The request for proposal template (RFP) is a business document that announces and provides details about a project your company is launching. The goal of the request for proposal is to help you solicit and review bids from contractors who will help complete the project. Use Xtensio’s live template to keep everyone instantly up-to-date on the project details.

  • Detail your project’s needs in a visual, easy-to-read RFP format to solicit and review bids from outside vendors.
  • Ensure transparency and hold your organization and outside vendors accountable for project goals.
  • Create benchmarks to measure a project’s success.

BONUS: Read the request for proposal how-to guide.

BONUS 2: Request for proposal complete guide.

Sales Operations

How to create a request for proposal with Xtensio

  • Click and start editing, no account or credit card required.
    Follow along with the instructional RFP template details. Add charts, graphs, images, and videos to customize the RFP template and make it your own. Drag & drop. Resize. Customize the proposal format however you need. It’s the easiest editor ever.
  • Customize everything in the RFP template to match your brand.
    Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your request for proposals and more.
  • Work on your RFP process together on the cloud.
    Add colleagues (or clients) to collaborate on the request for proposal RFP template. Changes automatically save and sync across all devices, in real-time.
  • Share a link. Present a slideshow. Embed. Download a PDF/PNG.
    The RFP seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.
  • Reuse and repurpose.
    Save your own custom RFP templates. Or copy and merge into other documents.


Quick Tip

Follow along step-by-step with the request for proposal how-to guide.

What is a request for proposal template?

RFPs: Requests for Proposals are how many professional consultancies and agencies win new work. It is a document that a business, non-profit or government agency creates to detail the requirements for an upcoming project. RFPs are shared to solicit bids from contractors who will help the company complete the project.

What is included in a request for proposal RFP?

RFPs come in all shapes, sizes, and visual formats depending on the needs of your company and the project you’re looking to receive bids for. There are some basic sections you’ll want to include in your table of contents, outlining all the information potential bidders will need to know in order to place a bid.

Company and background section:

  • Company name and background information.
  • Contact info: contact name, location, email address, phone number, web site.
  • Proposal timeline and place of submissions.

Project requirements and scope:

  • Project name and project description.
  • Goals and scope of services.
  • Technical requirements.
  • Project timeline.
  • Evaluation criteria.
  • Budget.

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Frequently asked questions

What is Xtensio?

Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

Do I need to download software?

Nope. Xtensio is a web browser-based platform.

How is Xtensio different from PPT, Illustrator or Word?

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

What is a folio? 

An Xtensio folio is a unique online page editor. A living document. It’s a live webpage, a full-screen digital slideshow presentation, and an exportable PDF/PNG document all in one. Folios are responsive, collaborative, and completely customizable. Start with an instructional template or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Xtensio folios are the next generation of flexible documents and presentations.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Can I create a free RFP?

Yes. Any Xtensio template is FREE TO TRY. No need to add your credit card information to start editing. Create an account if you would like to save and share your work. 

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view project stats to stay updated on all of your projects. Here’s more about our premium plans.

What would I use the RFP template for?

The goal of the request for proposal is to help you solicit and review bids from contractors who will help complete a project. By using Xtensio’s live RFP template, you can edit on-the-go, share the link with your network, make changes to the proposal as needed and everyone will always be in sync.

What info should be included in a request for proposal?

You should include any and all details about the project you’re accepting bids for, including information about your company name and location, overview of the project scope of work, what you’re looking for in potential bidders, evaluation criteria and the goals of the project.

What is a living document?

The living request for proposal template allows you to instantly sync your entire team throughout the process. The document can easily be updated as your product or service evolves, and as your team optimizes the strategic process. You can add collaborators to work in real-time. And you can share the customizable link to keep internal and external colleagues up-to-date as the project progresses.

Can I add colleagues to edit my RFP?

Yes! You can invite as many people as you’d like to collaborate on your RFP, ensuring your whole team is aligned. As a platform, Xtensio helps improve the way your team works. Here’s more on real-time collaboration.

How do I share my request for proposal?

When you’re ready to share your request for proposal with the management and marketing teams or shipping it out to your network of contractors, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG. Learn more about the different ways to share your folios in this tutorial video.

Do you have other tools for business development?

We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Business development toolbox and our Strategy toolbox to find more tools and resources.

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