Selecting the right SaaS Project and Task Management Platform is crucial to keeping teams aligned, projects on schedule, and resources optimized across your organization. With remote work becoming the norm, increased demand for real-time collaboration, and heightened expectations for integration with enterprise systems, crafting a robust RFP that appeals to the market’s leading vendors has never been more important.
Whether you’re sourcing enterprise-ready solutions like Microsoft Project, Asana, Smartsheet, Wrike, Jira, or Zoho Projects, our SaaS Project & Task Management Platform RFP Template provides a structured, proven framework to streamline your vendor selection process.
Creating a detailed RFP from scratch can be overwhelming—requiring deep technical knowledge, commercial foresight, and significant time investment. Our expertly designed template eliminates uncertainty, ensuring your operational, functional, and service requirements are clear from the start.
With our SaaS Project & Task Management Platform RFP Template, you can:
✅ Save hours of research and drafting with a best-practice-aligned framework
✅ Ensure compliance with project governance, data security, and collaboration standards (e.g., ISO 27001, GDPR, SOC 2)
✅ Define requirements for task scheduling, resource allocation, reporting, and integrations
✅ Compare vendor capabilities across portfolio management, agile workflows, and automation features
✅ Achieve transparent cost analysis with detailed pricing formats
✅ Boost the quality and comparability of vendor proposals with standardized evaluation criteria
Designed in consultation with CIOs, IT Directors, BI Managers, and Procurement Leaders, this template covers everything from cloud-based deployment models to advanced reporting and automation, enabling informed, defensible procurement decisions.
Our SaaS Project & Task Management Platform RFP Template includes:
RFP Document Template – Outlines the purpose, objectives, scope, and evaluation criteria.
Appendix 1a – Company Details and Environmental Questionnaire
Captures vendor profile and sustainability data.
Appendix 1b – Financial Questionnaire
Confirms supplier’s financial stability.
Appendix 2 – Software Requirement Specification Document
Details platform functionality, integration, and performance needs.
Appendix 2a – Agile Product Vision Statement
Aligns solution with strategic project goals.
Appendix 2b – Minimal Viable Product
Defines core features for initial rollout.
Appendix 3 – Functionality Matrix Questionnaire
Maps tools to business and accounting needs.
Appendix 4 – Services Questionnaire (140 Questions)
Evaluates onboarding, SLAs, and ongoing support.
Appendix 5 – IT Resources Definition Template
Specifies required roles and skills.
Appendix 6 – Pricing Template
Structures license, service, and add-on costs.
Whether you’re upgrading from legacy tools, scaling your Asana deployments, migrating to Microsoft Project, or evaluating Smartsheet, Wrike, Jira, or Zoho Projects, our template ensures your procurement process is:
Transparent and fully auditable
Focused on functionality and long-term ROI
Structured to compare vendors on equal terms
Aligned with both IT and operational stakeholder needs
Every purchase includes a complimentary 30-minute consultation with our procurement experts. We’ll guide you on tailoring the template to your organization’s project management strategy—whether you’re launching an enterprise-wide roll-out or engaging in targeted vendor negotiations.
Developed and tested by AMC’s procurement specialists with decades of experience in enterprise software sourcing, our RFP templates are trusted by IT and operations leaders worldwide.
✅ Tried & tested by project management procurement specialists
✅ Fully customizable to match your operational needs
✅ Designed to boost efficiency and proposal quality
✅ Proven to shorten procurement timelines while improving vendor fit
Take the complexity out of project management procurement—secure the right platform to power your teams with AMC’s trusted RFP template.
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Enterprise-grade RFP template for selecting a Project and Task Management.
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