Choosing the right vendor to complete a big project can be time consuming and stressful. Instead of spending hours scouring the web and asking for referrals, use this request for proposal workflow to streamline and simplify your RFP process. Easily customize this RFP template to meet the needs of your project and team. Skip the manual data entry, copying, and pasting by automatically merging data into the document using the request for proposal form template. You can quickly send the final document out to vendors using one of our many delivery integrations or simply embed the document on your website and have vendors to come to you.
With this request for proposal workflow, you can:
Eliminate manual data entry
Reach vendors quickly for bids
Streamline project submissions
Quickly share RFP details
What You Need
Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.
By connecting your online forms to a Formstack Documents account, you can automatically populate PDFs and Word documents in seconds. Pair your RFP form with this template from Formstack Documents to create a professional RFP document. Simply add this request for proposal document template to your Formstack Documents account to get started.
Stash by Formstack is a secure cloud storage tool. With in-app comments and file editing, unique folder permissions, and version tracking, Stash by Formstack makes it easy to save your files in the cloud and keep your team organized.
Request for proposals can be incredibly long and complicated documents. Simplify the editing and updating of your documents with this request for proposal form template. Create a streamlined workflow that takes only moments to complete instead of days. Use the Approvals feature to easily send the request for proposal data to a manager for review before populating your final document.
Provide vendors all the details they need using this clean, well-designed request for proposal document template. Easily edit this template to meet the needs of your team, project, and company. Quickly streamline the creation, delivery, and storage of your RFPs by connecting this document to some of our powerful integrations. Eliminate the time-consuming task of manually editing each RFP by adding this template to your workflow.
Automate your request for proposal process with just a few simple steps.
Log in to your Formstack Documents account, and select the request for proposal from the list of templates. Next, you'll need to identify where your data is coming from. Select "Use a data collection form."
Store and organize your documents using our cloud storage tool, Stash by Formstack. Choose "Save my documents in Stash" option, or integrate with other cloud storage tools under the "Deliver" tab.
Navigate to the "Deliver" tab to automate your request for proposal delivery. Select "New Delivery," and choose the delivery integration of your choice to customize delivery options.
Next, log in to Formstack to connect your request for proposal form template. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your request for proposal template from the list of documents
Review all fields to ensure your Formstack data is correctly mapped to your request for proposal template. Your request for proposal workflow is now ready to go!
blog post." class="fbds-button fbds-button-bubble"> For a full tutorial on implementing advanced templates, check out this blog post.