RFI & RFP templates
Start with a brief vendors can answer.
Responding to a customer RFP? Start with the supplier response workbook below. For issuing a request, use these two editable plain-text starter templates. Fill in the prompts with your project team, then use them to structure the conversation with suppliers.
00
Turn the RFP into an owned response.
Record each requirement, supplier response, evidence revision, exception, owner and review decision. The editable workbook includes 124 starter requirements and a worked example.
Email me the supplier response workbook →01
Choose the stage you are in
RFI template
Use this before the buying team has fixed the workload, scale, boundaries or acceptance model.
RFP template
Use this when requirements can carry IDs, priorities, expected evidence, owners and exception routes.
02
See a completed project brief.
Compare the starter templates with the example RFI, RFP and proposal in the document library.