Selecting the right SaaS ERP platform is one of the most strategic decisions an enterprise can make—impacting everything from finance and operations to HR and supply chain efficiency. With increasing digital transformation demands, complex integration requirements, and a competitive vendor market, creating a high-quality ERP Request for Proposal (RFP) that attracts the market’s top providers is more critical than ever.
Whether you’re sourcing enterprise-grade ERP solutions from SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics 365, or Infor CloudSuite, our SaaS ERP Platform RFP Template provides a clear, structured, and proven approach to vendor selection.
Drafting a robust ERP RFP from scratch is time-consuming, resource-intensive, and prone to gaps in detail. Our expertly designed template removes the guesswork—ensuring your functional, technical, and commercial expectations are captured with precision.
With our SaaS ERP Platform RFP Template, you can:
✅ Save significant research and drafting time with a best-practice-aligned framework
✅ Ensure compliance with ERP governance, security, and regulatory requirements (e.g., GDPR, ISO 27001, SOC 2)
✅ Define requirements across finance, supply chain, HR, CRM, and analytics
✅ Compare vendors on cloud deployment models, integration flexibility, and scalability
✅ Improve cost transparency with structured pricing requests for licenses, services, and implementation
✅ Increase vendor response quality through standardized evaluation criteria
Designed in consultation with CIOs, IT Directors, BI Managers, and Procurement Leaders, this template covers everything from real-time analytics and AI-enabled process automation to cross-border compliance and integration with legacy systems.
Our SaaS ERP Platform RFP Template includes all essential documents to streamline your 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 commitments.
Appendix 1b – Financial Questionnaire
To ascertain the financial viability of potential suppliers.
Appendix 2 – Software Requirement Specification Document
Details ERP platform functionality, integration, and performance needs.
Appendix 2a – Agile Product Vision Statement
Aligns vendor approach with strategic ERP objectives.
Appendix 2b – Minimal Viable Product
Defines essential features for initial ERP deployment.
Appendix 3 – Functionality Matrix Questionnaire
Maps ERP capabilities to business processes and other accounting functions.
Appendix 4 – Services Questionnaire (140 Questions)
Evaluates support, SLAs, implementation, and delivery capabilities.
Appendix 5 – IT Resources Definition Template
Specifies required roles and technical expertise.
Appendix 6 – Pricing Template
Structured pricing for licenses, services, and add-ons.
Whether you’re replacing a legacy on-premise system, migrating from SAP ECC to SAP S/4HANA, moving to Oracle NetSuite, or evaluating multi-tenant SaaS ERP solutions, our template ensures your procurement process is:
Transparent and fully auditable
Focused on both functionality and long-term scalability
Designed to compare vendors on equal terms
Aligned with both IT and business stakeholders’ 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 ERP strategy—whether you’re running a competitive RFP or engaging directly with SAP, Oracle, or other leading vendors.
Developed and tested by AMC’s procurement specialists with decades of experience in enterprise software sourcing, our RFP templates are trusted by IT leaders worldwide.
✅ Tried & tested by ERP procurement experts
✅ Fully customizable to fit your organization’s needs
✅ Designed to maximize efficiency and vendor response quality
✅ Proven to reduce procurement timelines while improving decision confidence
Take the hassle out of ERP procurement—secure the right platform to power your organisation’s digital future with AMC’s trusted RFP template.
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