RFP Process
Make it easy for teams to select the right vendor for the right job and improve the RFP process.
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.
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.
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.
Workflows
No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.
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.
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.
How to get started with the RPF process template
This template uses Jira to help your team manage your RPF process.
