Templates
Request for proposal documents template

Request for proposal documents template

Structured framework for soliciting comparable vendor proposals with clear requirements, evaluation criteria, and submission guidelines.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
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or Download template as PDF
Request for proposal documents template

Structured framework for soliciting comparable vendor proposals with clear requirements, evaluation criteria, and submission guidelines.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Facing vendor proposals that miss the mark? Our request for proposal (RFP) template provides a structured approach to soliciting bids that actually meet your requirements. The template walks you through articulating project goals, technical specifications, budget parameters, and vendor qualification criteria.

For example, when seeking a new manufacturing partner, using this request for proposal documents template helps you specify quality standards and production capabilities upfront, preventing mismatched expectations. By standardizing how vendors respond, you’ll gain clear comparisons across pricing, timelines, and solution approaches—transforming your procurement process from subjective to data-driven.

Related categories

Preview of the template
The Project
Project Name
Project Description
Organization Name
Address
Contact Point
Telephone
E-Mail
The Organization
Company Background
Services/Products Offered
Unique Selling Points
Proposed Services
Detailed project outline
Project Budget
Expected goals to be achieved
Images, graphs, tables if applicable
Images, graphs, tables if applicable
Services/products/etc required to finish project
The vendor must deliver
Accordingly, they will be compensated
Proposal
Submission
Proposals submitted via
Proposals to be submitted by
Elements
The proposal must include
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Frequently asked questions

When should I use an RFP versus a simpler request for quotation?

Use an RFP when your project is complex, requires customized solutions, or when vendor expertise significantly impacts success. RFPs work best when you need detailed information about approach, methodology, and capabilities—not just pricing. If you’re purchasing standardized products with well-defined specifications, a simpler request for quotation (RFQ) is typically sufficient.

How much company background should I include in my RFP template?

Include enough company information to help vendors understand your business context and tailor their proposals accordingly—typically 1-2 paragraphs. Focus on your industry position, relevant challenges, strategic goals related to the project, and organizational culture. This context helps vendors propose solutions that align with your specific business environment rather than generic offerings.

What technical specifications should my RFP template request from vendors?

Request details about the vendor’s proposed technology stack, integration capabilities with your existing systems, scalability provisions, security protocols, and compliance with relevant standards. Ask for information about their development methodology, testing procedures, and technical support model. This information helps you assess whether their solution will function properly in your environment.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.