Fantastic 40: Request For Proposal site template

You will all know the famous Fantastic 40 templates. One of them is the Request For Proposal template.

I really like this one, because it could work for you when you are writing an RFP as well as writing an offer to an RFP. So it does the job for both ends of the wire, but you will need to tweak it a little for your own liking.

This template features a few lists and document libraries:
– Vendors list
– RFP requests
– Tasks list
– Request document library
– Proposal document library

RFP Requests let you create a new RFP with fields like owner, RFP status, RFP description and more. You can add a Request document here as well.

You can create a new RFP by uploading the RFP document and create a new RFP item.
Now, you can create a proposal for this RFP with multiple documents like the offer, attachments and estimation sheets.

About: Marijn

Marijn Somers (MVP) has over 12 years experience in the SharePoint world, starting out with SP2007. Over the years the focus has grown to Office 365, with a focus on collaboration and document management. He is a business consultant at Balestra and Principal Content Provider for "Mijn 365 Coach" that offers dutch employee video training. His main work tracks are around user adoption, training and coaching and governance. He is also not afraid to dig deeper in the technicalities with PowerShell, adaptive cards or custom formatting in lists and libraries. You can listen to him on the biweekly "Office 365 Distilled" podcast.


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