Create effective RFP processes to outline goals and scope, connect with stakeholders, and plan purchase projects well for the enterprise.

KanBo’s RFP process template allows the purchasing team in the enterprise to efficiently set goals, requirements and scope of work to lay the right foundation for the project. Specify your needs, performance standards and project deliverables to convey the right information to potential vendors.

The RFP Process Template also allows the purchasing team in the enterprise to capture details including materials, tools, budget, milestones, deadline and more. Facilitated by features such as Kanban view, Gantt chart, timeline and more, the purchasing team can plan better and acquire the best-suited vendors. Speed up the RFP process further with the ability to add participants and keep them updated in real-time with notifications and reminders.

View of KanBo RFP Template

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Just download it and use the Add Template from file feature in KanBo. Then add a new board based on the recently uploaded template.

You can also see this template in action by accessing our Sandbox demonstration environment now.

KanBo template Board - RFP Process

Which industries can use Request for a proposal?

Due to the fact that RFP templates enable organizations to set goals, requirements and scope of work, the process allows them to bid on projects effectively. With the help of Request for a proposal templates, businesses can plan better and acquire the best suited vendors.

Some of the industries that can use Request for proposal are:

  • Transportation and Logistics
  • Healthcare
  • Retail
  • Hospitality
  • Energy
  • Automotive
  • Manufacturing
  • Construction
  • Regulatory
  • Industrial Manufacturing
  • Manufacturing
  • Agriculture
  • Sales & Marketing

With the RFP process template, the purchase team can perform a periodic and continuous quality assessment of the procurement process to identify process improvements for achieving the optimal procurement outcome.

Procurement stakeholders use the RFP Process template to:

  • Assess the current market and competitive landscape
  • Identify current business objectives
  • Identify the ideal vendor profile to meet business needs
  • Review the vendor’s financial and technical capabilities
  • Take initiative to drive your business objectives

The KanBo project RFP process template will save you time, effort and potential missed opportunities. Easily integrate with procurement solution for the enterprise.

How to work with the KanBo RFP Process template?

  1. Create a Board with RFP Process. Use KanBo RFP Process template from KanBo template gallery or start from scratch
  2. Invite the right people. Invite stakeholders familiar with the purchase program and who can make a valuable contribution
  3. Be transparent. Work on Board for RFP and show purchase goals.
  4. Assign responsibility. Now everyone knows what the RFP is about, why they need to be there, and what’s required of them
  5. Work in an Agile way. Use Kanban view and statuses for tasks (ToDo, Doing, Done)


1.How can I get a KanBo RFP Process template?

KanBo’s RFP process templates are free and available in KanBo template gallery. The customer can download templates from “Download” section.

2. What information will be displayed in the Request for Proposal (RFP) template?

RFP template will display information from the purchasing department such as Vision, Mission, Competitiveness, Value Proposition, Strategy, Financials, Ease of Deployment, Initial Scope, Timeline, Budgeting, Timeline Outlines, Execution Plans, Coordination, Terms, Vendor Profile, Pricing, Any Other Information that is required.

3.How can I start using KanBo’s RFP template for enterprise?

To start using KanBo’s RFP templates, go to KanBo templates gallery and select RFP Process template. After selecting your preferred template, add a new procurement project and apply KanBo’s KanBo Request for Proposal (RFP) Process Template. Start filling in requirements, milestones, deadlines, and details in real-time.

4. Can I apply the RFP process template on multiple projects?

Yes, you can apply the RFP process template on multiple procurement projects in enterprise and specify different milestones/milestones.

5. Can I customize the RFP process template?

Yes, you can modify the Request for Proposal (RFP) process template by using KanBo features.

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If you really want to discover this template, choose from the options below:


Just download it and use the Add Template from file feature in KanBo. Then add a new board based on the recently uploaded template.


You can also see this template in action by accessing our Sandbox demonstration environment now.