# Software Project RFP Template ### For management systems, ERP, and logistics platforms — Ranker Systems Copy this, fill in every section, and send it to the vendors you're evaluating. A vendor who can't respond to this precisely will not scope your build precisely. --- ## 1. Company & context - Company, industry, team size, locations: - What the business does, in three sentences: - Who will use this system daily (roles + headcount): ## 2. The problem - What breaks or hurts today? Be specific (missed orders, manual re-entry, no visibility): - What are you using now? (software, spreadsheets, paper — all of it): - What does the problem cost per month? (hours, errors, lost revenue — estimate): ## 3. Scope - Processes the system MUST cover (list each: who does it, what triggers it, what it produces): - Processes explicitly OUT of scope for phase one: - Systems it must integrate with (accounting, banks, ecommerce, carriers…): - Reports you build by hand today that it should generate: ## 4. Data - Where current data lives and roughly how much (records, years of history): - What must be migrated vs archived: - Compliance/regulatory requirements (tax, privacy, industry): ## 5. Constraints - Budget range (a range gets honest proposals; hiding it gets padded ones): - Deadline and what drives it: - Hosting preference (your servers / cloud / vendor-managed): - Who owns the code and data at the end? (The right answer: you.) ## 6. What to ask every vendor - Show a comparable system you built. Who runs it today? May we speak to them? - Who exactly will work on our project (names, roles, seniority)? - How do you handle scope change mid-project? - What happens after launch — support terms, response times, cost? - What documentation do we get? Could another developer take over from it? - Payment schedule tied to which milestones? ## 7. Red flags to watch for - A quote produced without a discovery conversation. - "Unlimited revisions" (means: no scoping discipline). - Per-seat pricing on software you're paying to build. - No written scope document before contract. - Demo videos instead of live systems with real users. --- — Ranker Systems · rankersystems.com · Scoped, fixed-price builds: rankersystems.com/tools/project-estimator