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 Templates List

Please the Request for Proposal (RFP) template below for each business applications listed.  All you need to do is scroll to your desired RFP template by alphabetize order

Each Infotivity RFP Template listed below is also provided at NO additional charge a complete vendor response evaluation and comparison templates.

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

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 w/Business Management

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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 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

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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

Digital Copiers / Multifunctional Devices

Digital Copiers & Document Management

Direct Store Delivery (DSD) Management

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 & 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

Hospital Facilities Management

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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

Subscription Management

Supply Chain Management (SCM)

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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:

Time and Attendance Software

Trade Promotion Management

Trust Administration & Fiduciary

Warehouse Management Software (WMS)

WMS with Transportation Management System (TMS)

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Each RFP Template includes:

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!


NOTE: Many of our RFP pages is under going new construction sorry for the inconvenience. If you do not see an RFP you are interested in please Contact Us! We will send you samples customized to your needs.

See RFP Template List Below

Accounting with Business Management

Accounting Light Mfg

Accounting Disributor Kitting

Accounting Distributor WH

Business Intelligence (BI)

Business Process Outsourcing

Cardiology EHR System

Contract Management

CRM Not for Profit

Direct Store Delivery (DSD)

Engineering Document Management

ERP with CMMS

ERP for Construction

ERP with CTI

ERP for Distribution

ERP for Franchise

ERP for Heavy Equipment

ERP for Mining

ERP for RV/Auto Dealership

ERP for Schools

Facilities Management for Hotels

Facilities Management for Properties

Facilities Management for Hospitals

Help Desk Management

Hotel & Property Management

HR BPO

HR & Payroll BPO

Manufacturing Excution System (MES)

Multi-Function Devices (Copiers)

PABX

Plant Information Management

Policy Management

Service Desk Management

Trade Promotion Management

Trust Administration


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WHAT USERS SAY...

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"Using your RFP template,
we did in 4 weeks what it
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Telenor
Mobile Communications
5,200+ Facilities Worldwide

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anywhere."

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

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"Thank you very much! I
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J. P.
Certified SCM Consultant

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