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RFP Process Template

Prepare an RFP using our template, then gather and review the replies in one location to select the best provider for the task.

Template Configuration

Task status




Update check

Google indexed





Task type

Marketing & Sales

Project components



Template Details

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How to Manage an RFP Process Using Our Template

“RFP” redirects here. For other uses, see RFP (disambiguation).

For information about Wikipedia proposals, see Wikipedia:Village pump (proposals). In Wikipedia, “RFP” may refer to Wikipedia:Requests for page protection or Wikipedia:Requests for permissions.

A request for proposal (RFP) is a document that solicits proposal, often made through a bidding process, by an agency or company interested in procurement of a commodity, service, or valuable asset, to potential suppliers to submit business proposals.[1] It is submitted early in the procurement cycle, either at the preliminary study, or procurement stage. (“Request for Proposal - Wikipedia”)

  • Before sending, solicit feedback. Colleagues can help you make sure your RFP is detailed, clear, and asks the proper questions.
  • Make things as simple as possible for respondents. Create a response form so that respondents supply you with all of the information you want right away, in the correct format—without any back and forth.
  • Templates help you save time. Rather than recreating the wheel, save time by using templates throughout the business based on the sorts of RFPs you’re putting out.
  • Control actionable emails. So you don’t miss or lose track of critical information in your inbox, convert actionable emails with responses into Asana projects with deadlines and context.

The Template Default

Task Status: ☹[Preparation]👌[Evaluation]🖐❎[Closed]
Task Type: [Waiting] [Done] [Not Start] [In progress] [Deferred]
Custom Field: Approved(text)
Task View: List, Board. File, Wiki
Custom Field can be shown: Create Time, Expire Date, Assignee, Type, Approved


Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.


  1. Blake, Gary & Bly, Robert W. (1993). The Elements of Technical Writing. New York: Macmillan Publishers. p. 100. ISBN 0020130856.
  2. “Request for Proposal - Wikipedia.” Request for Proposal - Wikipedia, 16 May 2013,
Other Info

Built in 2022-09-23 16:47:07


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