Managing enterprise-scale forms automation procurement has never been more complex. With increasing adoption of digital workflows and integrated platforms like OpenText, Nintex, Microsoft, Zoho, ProntoForms, and Forms On Fire, organizations need a robust approach to selecting the right platform that delivers scalability, security, and seamless integrations.
Whether you’re sourcing a new SaaS Forms Automation Platform or upgrading existing workflows, our SaaS Forms Automation RFP Template simplifies the process, eliminating guesswork and ensuring your RFP is structured to generate strong vendor responses.
Drafting an RFP from the ground up can be overwhelming and time-consuming. Our expert-designed template helps you:
✅ Save hours of research and drafting time with a best-practice framework
✅ Ensure alignment with compliance and governance standards (e.g., ISO 27001, GDPR, SOC 2)
✅ Compare vendor capabilities in workflow automation, API integrations, analytics, and scalability
✅ Improve cost transparency by requesting detailed pricing across licenses, features, and managed services
✅ Drive better vendor engagement using standardized evaluation criteria
Designed with input from CIOs, IT Directors, Procurement Leaders, and Business Intelligence Managers, this template enables your team to streamline procurement while reducing risks and maximizing business value.
Our SaaS Forms Automation Platform RFP Template includes 10 expertly designed documents to ensure a comprehensive, structured, and vendor-friendly process:
RFP Document Template – Defines objectives, scope, and evaluation criteria
Appendix 1a – Company Details & Environmental Questionnaire – Captures vendor sustainability profile
Appendix 1b – Financial Questionnaire – Assesses supplier financial viability
Appendix 2 – Software Requirement Specification Document – Defines core platform requirements
Appendix 2a – Agile Product Vision Statement – Aligns vendor goals with automation roadmap
Appendix 2b – Minimal Viable Product – Identifies essential launch features
Appendix 3 – Functionality Matrix Questionnaire – Maps 2283 platform features & accounting workflows
Appendix 4 – Services Questionnaire – Evaluates delivery capability across 140 key questions
Appendix 5 – IT Resources Definition Template – Outlines implementation roles & responsibilities
Appendix 6 – Pricing Template – Compares subscription, customization, and integration costs
From optimizing workflows to automating compliance reporting, our template ensures your procurement process is:
Structured & transparent
Aligned with business, finance, and IT stakeholders
Designed to compare vendors on equal terms
Every purchase includes a complimentary 30-minute consultation with AMC’s procurement experts. We’ll guide you on customizing the template for your unique environment — whether you’re automating forms, integrating APIs, or consolidating platforms.
Backed by proven procurement expertise and tested with leading organizations, our templates deliver clarity, efficiency, and better vendor outcomes.
✅ Tried & tested by procurement and workflow automation specialists
✅ Fully customizable for OpenText, Nintex, Microsoft, Zoho, ProntoForms, and Forms On Fire
✅ Designed to improve evaluation quality and vendor engagement
✅ Proven to reduce procurement cycles and drive better decision-making
Take control of your vendor selection process and secure the right forms automation platform with confidence.
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