B2B & Client Services

RFP Requirements Gathering Form

Collect stakeholder requirements with priorities before the RFP is drafted.

6 questions · 1 page · about 5 minutes to answer · fully editable after you start

RFPs written by one department buy solutions for one department. This requirements form gathers every stakeholder group's needs before drafting: must-haves versus nice-to-haves explicitly separated, current-state pain quantified, integration constraints named, and the evaluation weight each stakeholder would assign – so the RFP scores what the organisation values.

The must-have discipline (three maximum) forces the prioritisation conversations early, where they belong, instead of in vendor-demo crossfire.

Template preview

This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.

Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.

Page 1

Your requirements

This form gathers what you need from the solution we are choosing. Your answers help us write requirements that reflect how people actually work. It takes about 5 minutes.

Q1.Your name, team, and how you would use this solution*