Close

RFP process template

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

Includes
Workflow
Summary
Board
List
Calendar
Timeline
Reports
Forms
Automations
Use template
RFP process form from Jira Work Management
Clipboard list

Easy organization

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

Reading book

Built-in visibility

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

Raise ticket

Simplified intake process

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

Use template

Featured product: Jira Work Management

The easiest way for business teams to standardize how they collect vendor offers. Learn more

“The beauty of Atlassian is the amount of data, information, and documentation you have in one place.”


LAURENT BORDIER

Atlassian Service Owner, Lucid Motors

Lucid logo

Related templates

How to get started with the RFP process template

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. 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. 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. 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.

Ready to use this template?

Get it free
Document approval screenshot

RFP Process

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

Use template
best for

Finance

key features

Task planning

Prioritization

Pipeline 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.

Backlog screenshot

List

The List view sorts all your project’s work into a single list that can be quickly scanned and sorted by field. You can also use the list to add, edit, and view tasks in your project.

JWM List view

Forms

Easily collect information and capture work requests from other teams or stakeholders in your organization. Create different types of forms to receive different types of work from your stakeholders.

Calendar screenshot

Workflows

No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.

Workflow screenshot

Automations

Use no-code or custom automation rules to support important and frequent actions in your processes, so you don’t miss a single step.

Timeline view
Clipboard list

Easy organization

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

Reading book

Built-in visibility

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

Raise ticket

Simplified intake process

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

How to get started with the RPF process template

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

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. 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. 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. 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.

Ready to use this template?

Use template
bg image