Selecting the right SaaS Marketing Automation Platform is essential for driving customer engagement, improving campaign performance, and delivering measurable ROI. With rapidly evolving marketing technologies, integrated customer data demands, and increasing pressure to personalise at scale, crafting a high-quality RFP that attracts the market’s top providers is more critical than ever.
Whether you’re sourcing enterprise marketing automation solutions such as HubSpot, Adobe Experience Cloud, Oracle Marketing Cloud (Eloqua), ActiveCampaign, or Salesforce Pardot, our SaaS Marketing Automation Platform RFP Template provides a clear, structured, and proven approach to selecting the right vendor.
Drafting a comprehensive RFP from the ground up can be time-consuming, resource-intensive, and prone to missing essential requirements. Our expertly crafted template eliminates uncertainty, ensuring your technical, commercial, and service expectations are clearly and consistently articulated.
With our SaaS Marketing Automation Platform RFP Template, you can:
✅ Save hours of research and drafting with a pre-built, best-practice-aligned framework
✅ Ensure compliance with data privacy and marketing regulations (e.g., GDPR, CAN-SPAM, CCPA)
✅ Define requirements for automation workflows, CRM integrations, analytics, and campaign scalability
✅ Compare vendor capabilities across email, social, and omnichannel campaign management
✅ Improve cost transparency with structured, detailed pricing requests
✅ Increase the quality of vendor responses through standardised evaluation criteria
Designed in collaboration with CIOs, IT Directors, Business Intelligence Managers, and Procurement Leaders, this template covers everything from advanced AI-driven personalisation to multi-channel campaign reporting—empowering you to make an informed and defensible procurement decision.
Our SaaS Marketing Automation Platform RFP Template includes all the essential documents to run a structured, high-quality 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 policies.
Appendix 1b – Financial Questionnaire
Assesses supplier financial stability.
Appendix 2 – Software Requirement Specification Document
Details automation, integration, and campaign performance needs.
Appendix 2a – Agile Product Vision Statement
Aligns vendor roadmap with marketing goals.
Appendix 2b – Minimal Viable Product
Defines essential features for initial launch.
Appendix 3 – Functionality Matrix Questionnaire
Maps features to campaign and analytics needs.
Appendix 4 – Services Questionnaire (140 Questions)
Evaluates support, onboarding, and delivery capabilities.
Appendix 5 – IT Resources Definition Template
Specifies technical roles for implementation success.
Appendix 6 – Pricing Template
Enables transparent pricing comparisons across licensing and services.
Whether you’re upgrading to HubSpot, migrating from a legacy platform, expanding Adobe Experience Cloud deployments, or comparing ActiveCampaign, Pardot, and Eloqua, our template ensures your procurement process is:
Transparent and fully auditable
Focused on both functionality and long-term value
Designed to compare vendors on equal terms
Aligned with IT, marketing, and business stakeholder priorities
Every purchase includes a complimentary 30-minute consultation with our procurement experts. We’ll guide you in tailoring the template for your marketing strategy—whether you’re running a competitive RFP or engaging in direct negotiations with top automation vendors.
Developed and tested by AMC’s procurement specialists with decades of experience in enterprise software sourcing, our RFP templates are trusted by IT and marketing leaders worldwide.
✅ Tried & tested by marketing technology and procurement experts
✅ Fully customisable to fit your organisational needs
✅ Designed to maximise efficiency and vendor response quality
✅ Proven to shorten procurement timelines while improving decision confidence
Take the hassle out of marketing automation procurement—secure the right platform to power your organisation’s campaigns and customer engagement with AMC’s trusted RFP template.
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