Request for Proposal

Request for Proposal Template

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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.

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,806 changemakers.

Used 371 times     Share  

Request for Proposal

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,806 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.

How to create a request for proposal with Xtensio

1

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.

2

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.

3

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.

4

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.

5

Reuse and repurpose.

Save your own custom RFP templates. Or copy and merge into other documents.

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.

The request for proposal is part of these toolboxes:

Check out related templates, examples and resources.

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Xtensio allows us to create attractive deliverables to share with clients and get feedback quickly. And we can create repeatable templates again and again.

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Anna Yunker

Content Strategist, Aztek Digital Agency

Xtensio is graphical, visually impactful, intuitive, and fully customizable – with no need for a learning curve.

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Charles Dimov

VP Marketing, Strategy D

In the past, we’ve used Asana to work together, and PowerPoint to present to other stakeholders. Xtensio replaces the need for both brilliantly.

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Founder & Chief Strategist, Evolvex

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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.

What's a folio?

A folio is 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 from an instructional templateeditable example 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. Folios are the next generation of flexible documents and presentations.

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.

Is my data private and secure?

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

Can I create a free RFP?

Yes. You can try out Xtensio’s simple editor and any template, including the RFP template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

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 folio 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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