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Screenshot of RFP process form in Jira Work Management

RFP Process

Make it easy for teams to select the right vendor for the right job and improve the RFP process.

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BEST FOR

  • Finance

KEY FEATURES

  • Task planning

  • Prioritization

  • Pipeline management

Screenshot of RFP process form in Jira Work Management

What is a RFP process template?

The RFP process template tracks proposals across your organization and keeps procurement projects running smoothly.

What does the RFP process template include?

Board

The Board view provides a Kanban-style visualization of your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.

How to get started with the RPF process template

This template uses Jira to help your team manage your RPF process.

  1. 1

    Add your RFPs to your team’s list

    You can choose whether to use the list, board, or calendar view to add items to your workflow. Keep it simple or get as granular as you want with attachments, priorities, labels, and more.

  2. 2

    Add start and due dates

    You can set start dates and due dates to your RFPs. This gives you visibility over work on your calendar and timeline, ensuring no work slips through the cracks.

  3. 3

    Prioritize and organize

    You can quickly sort your list by priority to help you tackle your highest priority requests first and stay on top of your most important tasks.

  4. 4

    Automate work

    Wherever possible, let the robots do the work. Set up simple no-code automations to keep work aligned, create reminders, and connect tools like Microsoft Teams, Slack, and more.

  • Easy organization

    Track all RFPs in one place. Stay organized by adding labels, priority, and due dates.

  • Built-in visibility

    Keep your stakeholders in the loop — easily share the status of each proposal and vendor response.

  • Simplified intake process

    No more pesky back-and-forth emails. Instead, collect all the information you need in a standardized response form.

Related templates

Operations

Procurement template

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Process control template

Take the repetition out of processes.

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Finance

Budget Creation Template

Align teams during the budget creation process.

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Related resources

GUIDE

Overview of Jira

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GUIDE

Jira for teams

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COMMUNITY

Jira

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