# Software Development RFP Template

Source: https://www.innovation-insight.com/templates/software-rfp-template (Innovation Insight, updated 2026-10-09). Free to use and change.

## How to use this template

A software development RFP template is a structured request that tells vendors what you are building, for whom, under which constraints and by when, so their proposals come back comparable. This one has thirteen sections: project overview, goals and metrics, scope, out of scope, users, integrations, non-functional requirements, technical constraints, timeline, budget range, vendor questions, evaluation criteria with a scoring table, and submission details. Copy it, fill in the blanks, and send the same document to every vendor.

Replace every ____ with your own text. Delete the guidance line under each heading once the section is written. Lines starting with [ ] are checkboxes.

## 1. Company and project overview

_Two or three paragraphs. Who you are, what the business does, and what this project is in one sentence. Say whether this is a new product, a rebuild, or an addition to an existing system, and who inside the company owns the decision._

- Company name: ____
- Industry and size (staff, customers, revenue band): ____
- Project name: ____
- One-sentence description of what you want built: ____
- Why now (the business trigger): ____
- Decision maker and day-to-day contact: ____

## 2. Goals and success metrics

_State the business outcome and how you will measure it six months after launch. Three goals is plenty. A vendor who knows the metric can propose a smaller first release that hits it._

- Primary goal: ____
- Success metric and target (e.g. 500 paying users in 6 months, support tickets down 40 percent): ____
- Secondary goals: ____
- What happens if the project does not ship: ____

## 3. Scope and must-have features

_List the features the first release cannot launch without, one line each, in priority order. Attach wireframes, a backlog or a PRD if you have one. Mark anything that already exists and only needs integrating._

- [ ] Feature: ____ (priority: must / should / could)
- [ ] Feature: ____
- [ ] Feature: ____
- [ ] Feature: ____
- Platforms required (web, iOS, Android, desktop, API only): ____
- Attachments provided (wireframes, PRD, backlog, existing code): ____

## 4. Out of scope

_Everything you considered and decided not to include in this phase. This section is what makes quotes comparable. If you are unsure whether something belongs, put it here and ask vendors to price it as an option._

- Not in this phase: ____
- Not in this phase: ____
- Priced separately as an option: ____
- Handled by our own team or another vendor: ____

## 5. Users and roles

_Who uses the system, how many of them, how often, and on what devices. Roles drive permissions, which drive a surprising share of the build effort._

- Role: ____ | number of users: ____ | what they do in the system: ____
- Role: ____ | number of users: ____ | what they do in the system: ____
- Role: ____ | number of users: ____ | what they do in the system: ____
- Expected growth in users over 24 months: ____
- Devices and browsers that must be supported: ____

## 6. Integrations and data

_Name every external system the product must talk to, with the API or file format, the direction of data flow and who owns the credentials. Say where existing data lives and whether it must be migrated._

- System: ____ | API or format: ____ | direction (read / write / both): ____
- System: ____ | API or format: ____ | direction: ____
- Payments provider (if any): ____
- Authentication / SSO provider (if any): ____
- Existing data to migrate (source, volume, quality): ____
- Data that must stay in a specific region or system: ____

## 7. Non-functional requirements

_Numbers, not adjectives. Give targets for performance, availability, security, compliance and accessibility. If you do not know, say "propose" and vendors will recommend a standard._

- Expected load (concurrent users, requests per minute, data volume): ____
- Performance target (e.g. pages under 2 seconds, API under 300 ms): ____
- Availability target and maintenance windows: ____
- Security requirements (MFA, encryption, audit logs, pen test): ____
- Compliance regime (GDPR, HIPAA, PCI DSS, SOC 2, none): ____
- Accessibility standard (e.g. WCAG 2.2 AA): ____
- Backup, retention and disaster recovery expectations: ____

## 8. Technical constraints and preferences

_What is fixed and what is open. A required cloud provider or language is a constraint; a preference for a framework your team already knows is useful but should be marked as negotiable._

- Required cloud or hosting: ____
- Required languages, frameworks or platforms: ____
- Existing systems the solution must fit into: ____
- Preferences (negotiable): ____
- Who will host, operate and own the accounts after launch: ____
- Code ownership and repository location expected: ____

## 9. Timeline and milestones

_Give the real deadline and what drives it (a trade show, a contract, a regulatory date). Ask vendors to propose milestones rather than dictating them, unless a phase is fixed._

- Target launch date and the reason for it: ____
- Fixed interim dates (if any): ____
- Earliest the vendor could start: ____
- Internal dependencies that could delay the vendor (content, approvals, access): ____

## 10. Budget range

_State a band, not a single number. Vendors propose a scope that fits the band and tell you what falls outside it. Use published rate cards and a cost calculator to set the band before you send the RFP. If budget is split across phases or financial years, say so._

- Budget band for this phase: $____ to $____
- Budget for ongoing support after launch (monthly): $____
- Payment preference (fixed price per milestone, monthly time and materials, dedicated team): ____
- Procurement constraints (purchase orders, net terms, currency): ____

## 11. Vendor questions

_Ask the same questions of every vendor so answers can be compared side by side. Keep to the ones that will change your decision._

- Team: who will work on this project by name and role, where are they based, and what share of their time do we get?
- Process: how do you run sprints, demos, code review and testing? How do we see progress each week?
- References: two clients with similar projects in the last two years whom we may contact.
- Relevant work: two case studies with the problem, the stack and the outcome.
- IP and NDA: do you assign all IP to us on payment? Will you sign our NDA before detailed discussion?
- Security: summarise your access control, device and data handling practices. Which certifications do you hold or are you working towards?
- Support: what happens after launch? Warranty period, support retainer options and response times.
- Risks: what are the three biggest risks you see in this project and how would you reduce them?
- Assumptions: list every assumption your price depends on.

## 12. Proposal format and evaluation criteria

_Tell vendors the order and length you want, then score every proposal against the same weighted table. Publish the weights; it tells vendors where to spend their effort and keeps your panel honest._

- Required proposal sections: understanding of the brief, approach and architecture, team, timeline with milestones, price by milestone, assumptions, references, terms.
- Maximum length: ____ pages
- Format: PDF plus an editable price schedule
- Evaluation panel: ____
- Scoring: each criterion 1 to 5, multiplied by its weight, totals compared across vendors.

| Criterion | Weight | What a 5 looks like |
| --- | --- | --- |
| Understanding of the problem | 20% | Restates our goals correctly and challenges something in the brief |
| Approach and architecture | 20% | Fits our constraints, explains trade-offs, names the risks |
| Team and relevant experience | 20% | Named senior engineers with similar delivered projects |
| Price and value | 20% | Within the band, itemised by milestone, assumptions listed |
| Process and communication | 10% | Weekly demos, written reporting, clear escalation path |
| Terms, IP and support | 10% | Full IP assignment, workable warranty and support options |

## 13. Submission details

_Dates, contact and rules. Give at least ten business days to respond and set one question deadline so every vendor sees the same answers._

- RFP issue date: ____
- Deadline for vendor questions: ____
- Date answers will be shared with all vendors: ____
- Proposal due date and time (with time zone): ____
- Submission email or portal: ____
- Shortlist and presentation dates: ____
- Expected decision and contract date: ____
- Confidentiality: proposals are confidential; the RFP contents are confidential and may require an NDA before attachments are shared.

## Related

- Custom software development: https://www.innovation-insight.com/services/custom-software-development
- Engagement models: https://www.innovation-insight.com/engagement-models
- Fixed price vs time and materials: https://www.innovation-insight.com/blog/fixed-price-vs-time-and-materials
- How much does it cost to make an app: https://www.innovation-insight.com/blog/how-much-does-it-cost-to-make-an-app
- Statement of work template: https://www.innovation-insight.com/templates/statement-of-work-template