RFP & Vendor Selection template
An RFP from draft to award as a timeline, with each vendor scored on technical, commercial and risk criteria and the award gated on evaluation.
Procurement leads and the sponsors of a competitive tender.
- 6 views
- 14 fields
- 2 groups
- 15 sample tasks
- 3 milestones
- 14 dependencies
- 5 dashboard widgets
- 9 workflow statuses
- 1 automation
RFP timeline · Gantt view · opens first
What's included
The RFP process is a plan: requirements, the RFP pack, issue, clarifications, responses, evaluation, shortlist demos, negotiation, selection and award, each depending on the one before. The vendors are rows in their own group, each with a proposal value, technical, commercial and risk scores, an evaluator and a status from Issued to Award or Closed. The calendar carries the deadlines, the Approvals view carries the selection sign-off, and the timeline shows what a late response window does to the award date.
Views
- RFP timeline (Gantt)
- Vendors (Table)
- By stage (Board)
- Deadlines (Calendar)
- Approvals
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Impact
- Dependencies
- Vendorcustom
- Proposal valuecustom
- Technical scorecustom
- Commercial scorecustom
- Risk scorecustom
- Evaluatorcustom
- Approvalcustom
- Proposalcustom
Groups
- RFP process
- Vendors
Dashboard
- KPIs
- Upcoming milestones
- Tasks by status
- Overdue tasks
- Group progress
Automation
- Notify when a task becomes overdue
9 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Draft
- Issued
- Responses received
- Evaluation
- Shortlist
- Negotiation
- Selection
- Award
- Closed
14 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Requirements and evaluation criteriaRFP process
- RFP pack and commercial termsRFP process
- RFP issuedRFP process · feeds 6 tasks
- Responses dueRFP process
- Compliance check and scoringRFP process
- Shortlist demos and reference callsRFP process
- Selection paper and approvalRFP process
- Contract awardedRFP process
2 more linked steps between these. Delay Requirements and evaluation criteria and Depentra shows the 14 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside RFP & Vendor Selection
Use the RFP & Vendor Selection template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 6 views are ready. Available on Standard and above.