Choosing the right SaaS Employee Engagement & Surveys Platform is essential for boosting workplace satisfaction, improving retention, and driving a high-performance culture. With a rapidly evolving HR tech landscape, rising employee expectations, and heightened compliance requirements, creating a high-quality RFP that attracts the market’s best providers is more critical than ever.
Whether you’re sourcing enterprise-grade platforms such as Qualtrics, 15Five, BambooHR, Culture Amp, Glint, Lattice, Leapsome, Workday, or Microsoft Viva Insights, our SaaS Employee Engagement & Surveys Platform RFP Template provides a proven, structured approach to vendor selection—removing guesswork and ensuring strong, competitive responses.
Drafting a robust RFP from scratch can be time-consuming, resource-heavy, and prone to detail gaps. Our expertly developed template ensures your technical, cultural, and commercial requirements are communicated with precision—maximising the quality of vendor responses.
With our SaaS Employee Engagement & Surveys Platform RFP Template, you can:
✅ Save hours of research and drafting time using a best-practice framework
✅ Ensure alignment with HR data governance, compliance, and privacy regulations (e.g., ISO 27001, GDPR, SOC 2)
✅ Clearly define survey, analytics, integration, and reporting requirements
✅ Compare vendor capabilities in engagement measurement, feedback automation, and cultural analytics
✅ Improve cost transparency with structured pricing for licenses, services, and add-ons
✅ Increase the likelihood of a successful procurement outcome with standardised evaluation criteria
Designed in consultation with CIOs, IT Directors, BI Managers, and Procurement Leaders, this template covers everything from mobile-first survey delivery to advanced AI-driven sentiment analysis—empowering your organisation to make an informed, defensible choice.
Our SaaS Employee Engagement & Surveys Platform RFP Template includes all essential documents to run an efficient, transparent procurement process:
RFP Document Template – Outlines the purpose, objectives, scope, and evaluation criteria.
Appendix 1a – Company Details and Environmental Questionnaire
Captures vendor profile and sustainability practices.
Appendix 1b – Financial Questionnaire
To ascertain the financial viability of potential suppliers.
Appendix 2 – Software Requirement Specification Document
Details platform functionality, integrations, and security needs.
Appendix 2a – Agile Product Vision Statement
Aligns vendor solutions with engagement strategy goals.
Appendix 2b – Minimal Viable Product
Defines essential features for initial rollout.
Appendix 3 – Functionality Matrix Questionnaire
Maps 2378 survey and engagement features to organisational needs.
Appendix 4 – Services Questionnaire (140 Questions)
Evaluates onboarding, support, SLAs, and delivery models.
Appendix 5 – IT Resources Definition Template
Specifies required technical roles for deployment.
Appendix 6 – Pricing Template
Structured cost comparison for licenses, implementation, and support.
Whether you’re upgrading from BambooHR to Culture Amp, integrating Workday with Lattice or Leapsome, or expanding Microsoft Viva Insights deployments, this template ensures your procurement process is:
Transparent and fully auditable
Focused on measurable business and cultural outcomes
Designed to compare vendors on equal terms
Aligned with both IT and HR stakeholder priorities
Every purchase includes a complimentary 30-minute consultation with our procurement experts. We’ll walk you through how to tailor the template for your employee engagement strategy—whether you’re running a competitive RFP or engaging directly with top platforms like Qualtrics, Glint, or 15Five.
Developed and tested by AMC’s procurement specialists, our templates are trusted by enterprise IT and HR leaders worldwide.
✅ Tried & tested by HR tech procurement specialists
✅ Fully customisable to your organisation’s needs
✅ Designed to maximise efficiency & vendor response quality
✅ Proven to reduce procurement timelines and increase decision confidence
Take the hassle out of HR tech procurement—secure the right employee engagement platform to power a more connected, motivated workforce with AMC’s trusted RFP template.
RFP Template designed for sourcing Case Management Software vendors
Enterprise-grade RFP template for selecting a SaaS Employee Engagement & Surveys Platform .
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