FREE TEMPLATE
RFP Template for R&D and Product Development
A ready-to-use RFP template to evaluate vendors, align stakeholders, and choose the right portfolio management software.

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Overview
Selecting the right R&D and innovation portfolio management solution requires clarity, structure, and the right questions. This comprehensive RFP template helps your team evaluate vendors with confidence by covering every critical criterion — from must-have capabilities and integration requirements to security, data migration, implementation, and pricing.
Inside the template, you'll find:
- A complete list of must-have and important capabilities
- Integration, workflow, and portfolio management requirements
- Security, compliance, and data residency questions
- Assessment of implementation approach and migration methodology
- Support, training, and product roadmap criteria
- A structured pricing breakdown for full vendor transparency
Use this template together with the RFP Vendor Evaluation Workbook to create a complete, end-to-end vendor selection process.