Templates for Selecting Software Request for Proposal RFP Home

Request for Proposal (RFP) Templates

RFP Template Toolkits Available
Useful RFP Templates for Choosing Software
 

 

 

 

 

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RFP Template Overview

Eliminate fatal omissions, save time, and select the BEST software, all by using these customizable RFP templates with vendor RFP response evaluation toolkit as a blueprint for success! An RFP template is available for each business applications listed below.

RFP Template and Response Evaluation Toolkits


Don't Overlook Key Requirements! Each RFP template (i.e. model) listed below is specifically designed for selecting software. Each RFP contains thousands of software selection criteria in a template organized by business process to ensure software selection based on your unique business needs. Each RFP template includes many powerful, unique features & capabilities for making the entire RFP process faster and more accurate:
  • Each template uses quantitative RFP questions to ensure consistent, accurate evaluation and comparison.
  • The full Vendor Input Validation used in each template eliminates the wasted time caused by the need to manually review, clarify, and score the vendor response to each RFP question.
  • Advanced software RFP functions for collecting all the information needed to make the best software acquisition decision.
New Feature  Each template now includes End-to-End (E2E) Business Process evaluation & comparison filters!  End redundant activities. Reduce Cycle times. Eliminate workflow bottlenecks. Easily select software based on the TRUE VALUE it delivers!  View Details...

RFP Rsponse Evaluation Toolkit Included!

A comprehensive Vendor RFP Response Evaluation Toolkit is included with each RFP template to evaluate proposed software system suitability, supportability, financial impact, and risk.

RFP Templates Available

The RFP templates listed below are in loose alphabetical order.  All you need do is scroll down the list to find the Request for Proposal template you need.  To help you quickly find the right RFP we have categorized groups of related RFPs by application type name.   Unrelated RFPs are shown alphabetically in the "Application N - N" sections.

NOTE: A FREE sample RFP template and/or RFP question samples may be viewed for each application below.

Please call 888-517-8669 to obtain expert advice about which template is best for your needs!

Each RFP Template Toolkit listed below includes the complete vendor response evaluation and comparison template set.

Accounting Software


This template collection targets a wide range of frequently encountered accounting applications. A criteria example of each is made available. An RFP template with matching vendor response evaluation tools is available for each of the following accounting environments:

Accounting Software - Generic

Accounting - Not for Profit (NFP)

Accounting - Distribution Industry
You may also want to view the list of RFPs for vertical distribution industries at the bottom of the ERP for Distributors page.

Accounting - Distribution w/Bill of Materials
This RFP template is ideal for distributors that perform "kitting" or other similar functions that place several products together under one inventory code or SKU.

Accounting - Distribution w/Warehouse Management

Accounting w/Business Management

Accounting - Light Manufacturing

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Applications A - C


View detailed screen captures of RFPs with sample software selection requirements, or example RFP, avilable for each RFP template listed below:

Advanced Planning & Scheduling (APS)

Building Access Management
This template is designed for selecting a complete building management software system, and queries vendors about badge, key and visitor management, alarm and threst management, HVAC and elevator control, and much more.

Business Intelligence Software (DW-BI)

Business Process Outsourcing - Accounts Payable (BPO-AP)

Business Process Outsourcing - Payroll (BPO-PR)

Computer Telephony Integration (CTI)

Computerized Maintenance Management (CMMS)

Construction Management

Contract Management Software

Custom Software Development

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Customer Relationship Management (CRM)


This template collection focuses on CRM applications. A wide variety of frequently encountered CRM software operating environments is addressed, ranging from general purpose to CRM for non-profit organisations. Criteria samples are available on the applicable page. Detailed RFP templates with in-depth vendor CRM response evaluation tools are available for each of the following CRM applications:

NOTE: You can use the CRM Insider's Unbiased Step-by-Step Guide to select CRM software more accurately!

Customer Relationship Management (CRM)

CRM & Ecommerce Software

CRM, Order Process & Inventory Management

CRM for NonProfit

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Applications D - E


A alphabetical list of RFPs for software applications starting with letters D and E is below. Each comes with an in-depth vendor response evaluation toolkit. View screen captures with example selection requirements for each RFP template listed below:

Data Governance Consultant Selection

Debt Collection Management

Digital Copiers / Multifunctional Devices

Digital Copiers & Document Management

Direct Store Delivery (DSD) Management

Disaster Recovery Planning (DRP)

Document Management Software (DMS)

E-Commerce Software

Electronic Data Interchange

Electronic Health Record (EHR) - Cardiology

Engineering Drawing / Document Management (EDM)

Enterprise Content Management (ECM)

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Distributor Enterprise Resource Planning (ERP) Software


This collection of RFPs and ERP requirements checklists templates focuses on distribition industry applications. A wide range of frequently encountered ERP software for distribution operating environments is addressed, ranging from general purpose to petroleum distribution. An example RFP or criteria samples are available on the applicable page.

Generic Distributor ERP Software

Electrical Distributor ERP

Electronics Distributor ERP

Fastener Distributor ERP

Food Distributor ERP

Fluid Power Products Distributor ERP

Heating, Ventilation, & Air Conditioning (HVAC) Distributor ERP

Industrial Products Distributor ERP

Janitorial Supplies Distributor ERP

Lawn & Garden Supplies Distributor ERP

Lumber & Building Supplies Distributor ERP

Medical Supplies Distributor ERP

Paper & Packaging Distributor ERP

Petroleum Products Distributor ERP

Plumbing Supplies Distributor ERP

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Enterprise Resource Planning (ERP) Software:


A Request for Proposal Template and Vendor Response Evaluation Toolkit is available for a wide assortment of horizontal and vertical Enterprise Resource Management (ERP) Systems applications. A wide variety of frequently encountered ERP software application environments is addressed, ranging from general purpose to ERP for specific vertical industries. ERP RFP examples or samples of each type are available for each template on the applicable page.

ERP - Apparel

ERP - Repetitive, Discrete Manufacturing

ERP - Build-to-Order (BTO) Manufacturing

ERP - Configure-to-Order (CTO) Manufacturing

ERP - Engineer-to-Order (ETO) Manufacturing

ERP - Make-to-Order (MTO) Manufacturing

ERP - Non-Manufacturing - generic (for Distributors see below)

ERP & CMMS - Non-Manufacturing

ERP & CTI - Manufacturing

ERP & CTI Non-Manufacturing

ERP for Construction

ERP - Construction, Road & Other Heavy Equipment Dealer

ERP with Outstourced Manufacturing

ERP with Direct Store Delivery

ERP for Distributors (See Distribution Vertical Industry List)

ERP for Food Processing

ERP for Food Processing with Direct Store Delivery (DSD)

ERP for Healthcare

ERP for Mining

ERP - Auto / RV / Motorhome Dealer

ERP for Non-Profit Organizations

ERP for Process Manufacturing

ERP for Professional Services

ERP for School Districts

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Facilities Management Applications


This group of Request for Proposal Template is also known as Computer Aided Facilities Management (CAFM) Software. All CAFM Software RFP Templates and CAFM requirements checklists focus on facilities management oriented applications. A wide variety of frequently encountered CAFM software application types are addressed, ranging from general purpose to CAFM for Hospitals. CAFM RFP examples or samples of each CAFM software RFP type are available on the applicable page.

Facilities & Hotel Management Software

Facilities Management Software

Facilities Management Outsourcing

Facilities & Property Management

Facilities Management Software - Hospitals

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Applications F - H:


An RFP template list for applications starting with letters F through H is below. Each RFP includes a detailed requirements checklist, and comes with a matching vendor response evaluation toolkit. A detailed example RFP or criteria samples of each application type is available. View many screens with sample requirements for each different RFP template shown below:

Fleet Management Software

Help Desk Software (HDS)

Hotel & Property Management Software

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Healthcare Applications:


The healthcare RFP and Healthcare requirements templates below focus on healthcare applications. A wide range of frequently encountered healthcare software applications are addressed, ranging from general purpose healthcare ERP to staff scheduling.

Electronic Health Record (EHR) - Cardiology

Healthcare ERP Software

Healthcare Time and Attendance

Hospital Facilities Management

Staff Scheduling System

Staff Scheduling W/Time & Attendance

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Human Resource (HR) Applications


The Human Resource Management Request for Proposal Template and HRIS requirements templates below focus on HR applications. A wide range of frequently encountered HRM software applications are addressed, ranging from general purpose HR to HRIS outsourcing. HR RFP examples or samples of each type are available for each template on the applicable page.

Human Resource Information (HRIS) Software

Human Resource & Payroll

Human Resource, Payroll, Time & Attendance

Human Resource Management (HRM) Outsourcing

Human Resource & Payroll Management Outsourcing

Human Resource & Payroll Management w/Time Reporting Outsourcing

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Applications L - O:

Learning Management System (LMS)

Loan Origination Software

Manufacturing Execution System (MES)

Master Data Management (MDM)

Order Processing & Inventory Management (OE-IM)

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Point of Sale Applications:


This template collection for Point of Sale (POS) software selection includes many Request for Proposal Template with Software Selection Toolkits focuses on different POS applications. A number of frequently occurring POS software environments is addressed, from general purpose use to specialized POS systems for vertical industries.

Point of Sale - Restaurant

Point of Sale - Retail

Point of Sale & CRM - Retail

Retail Clothing Point of Sale

Retail Footware (Shoes) Point of Sale

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Applications P - S:


NOTE: You can view screens with sample software requirements for each of the templates listed below:

Policy & Procedure Management Software

Private Automatic Branch Exchange (PABX)

Project Management Software

Property Management Software

Purchasing/Procurement Software

Retail Planning & Merchandising

Sales Force Automation (SFA)

Service Desk Management

Staff Scheduling

Supply Chain Management (SCM)

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Time and Attendance (T&A) Software:


This collection of RFP template and requirements templates focuses on T&A applications. A wide range of frequently encountered TA software operating environments is addressed, ranging from general purpose to T & A for healthcare organisations. <

Time and Attendance Software

Time & Attendance for Healthcare

Time & Attendance/Staff Scheduling for Healthcare

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Transportation Management System (TMS) Software:


This collection of TMS system Request for Proposal Template with Software Selection Toolkits focuses on TMS applications. A wide variety of frequently encountered TMS software configuration applications is addressed, ranging from general purpose to combined TMS - WMS functionality.

Transportation Management System (TMS) Software

TMS with Warehouse Management System (WMS)

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Applications T - Z:


View screens with sample requirements for each RFP template listed below:

Trade Promotion Management

Trust Administration & Fiduciary

Warehouse Management Software (WMS)

WMS with Transportation Management System (TMS)

Web Content Management Software

Web Site Development

Workflow Processing Software

Each RFP Template includes:

NOTE: All templates listed above come with a matched Software Selection Toolkit & Decision Matrix that contains a comprehensive set of RFP response comparison, evaluation guide, and software selection tools. Save time preparing your RFP, save even more time evaluating vendor responses, and more accurately select the BEST software solution, all by using an Infotivity RFP Template as a blueprint for success!


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Frequently Asked Questions

RFP Features Checklist

How to Select Software - the Missing Link

How NOT to Write an RFP!
oftware Selection Mistakes

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WHAT USERS SAY...

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"Using your RFP template,
we did in 4 weeks what it
took others almost a year
to do."

Telenor
Mobile Communications
5,200+ Facilities Worldwide

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"The most comprehensive &
detailed RFP I have seen
anywhere."

I.C.
Memphis Light (MLGW)
2,500+ employees

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"Thank you very much! I
have to say it's quite
extensive and well laid
out, this is exactly what
we were looking for!"

J. P.
Certified SCM Consultant

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