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.
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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 collaboration portal for beautiful living documents and presentations
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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.
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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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.
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.
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.
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.
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.
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.
