Software Evaluation RFI
Market research template to gather capabilities, integration options, pricing models, and roadmap from software vendors before issuing an RFP.
What's Included
An RFI is your pre-qualification step — the market scan you run before investing weeks in a full RFP process. For enterprise software evaluation, a well-designed RFI separates credible vendors from aspirational ones, surfaces deal-breaker gaps early, and gives your team the information needed to write a sharper, more targeted RFP.
This five-section RFI template collects vendor overview, functional capabilities, technical architecture, pricing model structure, and support and roadmap commitments. The questions are designed to surface real differentiators — not to test if vendors can write compelling marketing copy, but to probe the specifics that determine fit: deployment model, integration APIs, compliance certifications, and roadmap transparency.
Suitable for IT managers, business analysts, and digital transformation leads conducting market scans before selecting an ERP, CRM, procurement, HR, or project management platform.
Suitable For
4
Sections
8
Fields
Free
No Credit Card
Template Structure
Preview the sections, fields, and pricing tables included in this template.
Inventory the product's core feature set, integration ecosystem, and customization flexibility. Describe the primary feature set and what differentiates your product from competitors, native integrations and API availability, the level of configuration available without professional services, mobile app availability, and whether a documented REST or GraphQL API is available.
| Field | Type |
|---|---|
| Label | TEXT |
| Response | MULTILINE |
Assess deployment options, security posture, and compliance certifications. Describe available deployment options, data encryption and access control measures, compliance certifications held, guaranteed uptime SLA, and backup/recovery capabilities.
| Field | Type |
|---|---|
| Label | TEXT |
| Response | MULTILINE |
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