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Document Management Software Selection Made Easier

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Choose DM Software Accurately with This RFP Templates





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Frequently Asked Questions  -   RFP Checklist    Pricing at Bottom of Page

Select DM Software Accurately

DM Software RFP Template & Software Selection Toolkit - 1,216 Criteria - Updated Monthly

The easiest, most reliable way to identify document management software requirements, prepare a DM software RFP, evaluate vendor responses, & select DM software accurately.

Reliably evaluate and select Document Management Software (DM) best suited to your company's needs by using these unbiased requirements, DM software RFP template, evaluation matrix, and software selection templates.  These easy-to-use, flexible RFP templates are pre-loaded with over 1,216 DM System Selection Requirements, and will save you time and money during each step of the DM software selection process.

DM System Selection Made Easier

This Toolkit contains the state-of-the-art templates listed below, and utilizes over 1,216 DM system selection criteria to make the entire DMS software selection process easier, faster, and more accurate. Get everything needed to clearly identify requirements, distribute a meaningful RFP, evaluate vendor proposals, & accurately select DM software:

  • DM RFP Template with Response Evaluation Toolkit - Obtain Better DM Selection Decision Making Data! - Use this template to quickly prepare a quantitative RFP tailored to your DM needs. Cut RFP preparation time by up to 90%.

    This RFP template enables you to precisely communicate your company's unique DM requirements to vendors, and then elicit consistent, easily evaluated and compared answers from those vendors about HOW they will provide a DM system solution tailored to your needs in these areas:

    • Vendor Background
    • Business Process Analysis
    • Transition Planning
    • Cloud Configuration
    • Dashboards
    • Mobile Apps
    • Document Management Functions
    • Content Creation
    • Version Control
    • Lifecycle Management
    • Records Inventory Management
    • Records Space Management
    • Retention Scheduling
    • Disposition Scheduling
    • Content Ingestion
    • Scanning
    • Optical Character Recognition (OCR)
    • Content Indexing
    • Item Retrieval
    • Search Capabilities
    • Collaboration
    • Workflow Processing
    • Web Content Management
    • Cloud Administration
    • Security
    • System Implementation
    • System Support
    • Training
    • Pricing
    • Comprehensive vendor proposal evaluation and comparison templates are included!
    •     (View RFP & Response Eval Screen Shots)
    This RFP template for an Electronic Document Management software system enables you to quickly and reliably select a DM software system best for your needs.

  • DM Software Evaluation - Easily and accurately compare and evaluate DM software proposals, then select the DM system best for your needs! Included with the BUNDLED and RFP Toolkits above!        

    This toolkit includes a comprehensive set of vendor RFP response (proposal) evaluation tools that enables you to quickly and accurately compare vendor DM software system proposals to your company's requirements and to each other. A detailed "side-by-side" response comparison matrix with heat map, scorecard, and 3-D bar Charts are displayed about:

    • Weighted Grade Score
    • Supportability Score
    • Vendor Response Quality Analysis
    • Detailed Heat Map
    • Proposed System Feature Comparison
    • Vendor Capabilities Profile
    • Extensive Financial Ratios
    • Payback Analysis
    •     (View Response Evaluation Screen Shots)
    This set of vendor response evaluation templates for DM systems ensures impartial and accurate analysis of all competing vendor DM software proposals at the weighted grade score, supportability, and financial levels, all to assist you in selecting the best DM software system for your needs.

  • New Feature  New RFP Response FILTERs that make reviewing and evaluating vendor responses to complex RFPs faster, more flexible, and more accurate! 

DM RFP Template

Accurately choose the BEST DM software by querying vendors about all of your firm's specific DM software needs. Prevent do-overs that waste time and money. Start your project on the right track by using well-focused DM software selection questions to obtain better, more precise information from vendors, and then evaluate and select EDM system software based on your exact needs.

View Screens...
Quickly create an RFP tailored to your specific DM requirements.  Designed by experts to select DM software, this detailed yet easily customized Request for Proposal template comes pre-loaded with thousands of software selection requirements guaranteed to address all industry standard and many "exception case" DM issues.

Select DM Software Reliably

Make choosing document management (DM) software solution easier and more reliable.  These DM software evaluation & selection templates use quantitative DM system criteria and other techniques to enhance the reliability of each step in the software selection process to:

  • Prevent Fatal Omissions - 1,216 criteria ensure all industry standard DMS requirements are addressed.
  • Ensure Accurate DMS Evaluation - "Apples-to-Apples" comparison of DM systems based on your requirements. Vendor RFP responses can be compared in both detail and graphical forms to ensure accurate DM software selection.
  • Avoid Mistakes - Obtain DMS proposals in a consistent, easily compared and evaluated format through the use of built-in, automated vendor input validation.
  • Save Valuable Time - Eliminate wasted time spent manually clarifying, scoring, and evaluating vendor proposals, and quickly choose the best DM software, all through the use of Automated vendor response scoring that eliminates the need to manually score thousands of vendor replies.
  • Select the best DM software solution using meaningful, actionable information.
  • EVALUATE DM SOFTWARE RELIABLY! - Accurately Compare and Evaluate Vendor RFP Responses! DMS Response Evaluation Tools are included! A detailed set of ratios, comparisons, and scorecard functions analyze each vendor RFP response to ensure selection of the DM software proposal best suited to your needs.

To view DM software RFP Template and Evaluation Matrix screen samples please click this button.
View List of RFP Templates


Comprehensive DM System Requirements

Eliminate wasted time during the DM selection process!  Minimize the risk of picking the wrong system. Reduce the time spent researching and developing requirements from scratch, since all tools are ready-to-use with a list of over 1,216 Electronic Document Management (EDMS) software selection requirements (categorized below).  This enables you to immediately conduct user needs surveys, query vendors about complex DM software systems, and conduct effective software demonstrations - everything needed to select DM software successfully!

Electronic Document Management software (EDMS) requirements

If you don't see what you need, or have questions about what type of DM software system is best for your operations, please Contact Us!  We have more than 30 years of direct "hands-on" DM experience in operations ranging from small operations to Walmart. Our advice and support is always free!

If you have questions about using the templates above, or how to select DM software in general, please Contact Us! We have over 30 years direct "hands-on" DMS experience ranging from small operations to Walmart, and our advice & support is always free!


DM System RFP Sample
free example DM system RFP template

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Unlimited Staff Users - Unlimited Vendors - Unlimited Projects



This includes the Request for Proposal (RFP) Template and all Vendor Response (Proposal) Weighted Grade Scoring, Supportability, Comparison Matrix, and Financial Ratio calculation tools. Everything needed to document your new system, prepare your detailed requirements, present a meaningful RFP, and select the best HR software based on your requirements. This bundle includes ALL the Tools summarized below:

  • No Limit on Vendors, Staff Users, and Projects - Unconditional 30 Day Money-Back Guarantee
  • 1,216+ DM System Selection Criteria
  • All User Needs & System Planning Templates
  • Request for Proposal (RFP) Template Toolkit for a Document Management System
    • In-Depth, Detailed Request for Proposal (RFP) Template
    • Vendor Input Validation
    • Feature Availability & Delivery Evaluation
    • Vendor RFP Response Evaluation
    • Response Quality Analysis
    • Enhancement / Cost Cross-Reference
    • Weighted Grade Scoring
    • Supportability Index Scoring
    • Optimized RFP Guide
  • RFP Documentation
  • All Cover Letter, Guide, & Checklist Templates
  • INCLUDES the full DMS Proposal Evaluation, Comparison, & Selection Template Toolkit
    • Side-by-Side Response Comparison with Heat Map
    • Vendor Response Quality Ratios
    • Response Evaluation Scorecard
    • 3-D Bar Chart Response Comparison Graphs
    • Financial Ration Analysis
    • Evaluation Matrix Documentation
  • FREE LIVE SUPPORT - Telephone/Email

    DM System RFP Template and Response Evaluation MatricesONLY, -

    $379.00 US         (Secure Checkout)    

    Have questions? Please Contact Us.

    View all available RFP templates for Electronic Document Management (EDMS), Engineering Drawing Management, and ECM software.

    You may also be interested in an RFP Template for:

    Engineering Drawing/Document Management.

    Contract Management Software.

    A Vendor Demonstration Script for DM software is available at:

    Electronic Document Management System (EDMS) Software Demo Script.

    Are you looking for a local consultant to help with your DM platform selection project? An Infotivity-certified consultant offers the expertise and resources needed to provide valuable advice & services at every step of your DM software selection process! Let us recommend a certified consultant!

  • Used By These Great Companies & Many Others - Learn Why!

    Advice & Support from an DM Software Selection Expert is Always FREE!

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    Customer List

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    Proven DM Selection

    DM System
    RFP Sample

    free example DM system RFP template

    DM Software
    Selection Tools

    EVERYTHING just:

    $379.00 US

    (Secure Checkout)

    DM RFP Layout
    HRIS RFP template

    DM Software RFP Features
    HRIS RFP sample

    Response Evaluation Tools
    HR RFP proposal comparison

    EDMS Software RFP

    Requirements Checklist
    w/Fit-GAP Matrix
    EDM Software RFP

    EDM Software
    Demonstration Script
    EDM System Demonstration Scripts

    How NOT to Choose DM Software
    EDM Software Selection Mistakes




    "The detailed requirements contained in this RFP template, plus Infotivity's outstanding support, helped ensure the on-time completion of the DM software selection project."
          - John C., Global Consultant

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

    Mobile Communications
    5,200+ Facilities Worldwide

    "The most comprehensive &
    detailed RFP I have seen

    Memphis Light (MLGW)
    2,500+ employees

    "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 DMS Consultant