Introduction

This template helps you manage the process of issuing a Request for Proposal (RFP) to potential vendors, ensuring a structured and efficient approach to vendor selection.

⚠️ Before running this template

To have the final step email the vendor directly, please connect your email in Settings and include the “Email” tool in the last step.

How this template works

1. An Operations Agent creates an RFP document based on the sourcing brief.
2. The Agent sends the RFP to the shortlisted vendors.

Why you should use an Issue an RFP template

This template helps automate the generation and sending of RFPs, ensuring a consistent process, clear communication, and a clear audit trail.

Who should use an Issue an RFP template

This template is designed for procurement, operations, and project managers, as well as anyone involved in vendor sourcing and selection. It’s especially useful for teams that regularly issue RFPs or need to coordinate multiple vendor engagements at once.