Request for Proposal
Manage the vendor workflows, like proposal generation, approval cycles, and qualification evaluation, of the procurement process at your company.
Database
Manage all RFPs and associated records in a central searchable repository.
Workflows
Configure workflows to route records based on business logic (approvals, checklist, status change, etc.).
Interface
Set up role-based access control for procurement, finance, vendors, etc.
Integration
Connect with SAP B1, Oracle NetSuite, Microsoft Dynamics, and 1,000+ product integrations, plus REST API.
AI
Customize the application to your company's process and workflows using AI.
Security
Protect your data with SSO/MFA, ISO/IEC 27001, SOC 2 + HIPAA Type 2, and GDPR compliance.
Manage all your requirements from a unified interface
Generation
Set up the form that managers can use to generate an official RFP from a business requirement document. Configure the fields of the form based on conditions (show/hide, look up data, run validations, mandatory checks, display hints, etc.).
Status
Track the status of the RFP from generation to completion. Trigger notifications based on the status (initiated, in progress, pending approval, on hold, completed, etc.). Filter RFPs based on the fields of the records (status, stage, owner, budget, requirement, etc.).
Workflows
Configure multi-stage, multi-round, multi-role logic-based workflows that routes records to different stakeholders (procurement, legal, IT/HR, etc.). Set up rules for notifications, recurring tasks, reminders, follow ups, exception handling, etc.
Vendors
Set up a portal for vendors to register and to participate in the RFP process. Evaluate a vendor across measurable KPIs and screen vendors against non-negotiable conditions using the pre-qualification questionnaire (PQQ). Initiate an RFI to scope the vendors across various requirements.
Evaluation
Filter vendors by outcomes, SOW, pricing models, budget, SLAs, etc. Sort vendors by weights (technical competency 50%, total cost of ownership 25%, implementation approach 20%, etc.). Define pass/fail criteria and disqualify non-compliant bids.
Users
Set up role-based access control (RBAC) for employees and non-employees. Map roles (reviewer, finance, compliance, etc.) to permissions, ensuring that only the responsible user or group can view and take action on records.
Frequently Asked Questions
Zoho Creator is an AI-powered application development platform that's used to automate business processes and workflows in organizations. With it, you can build custom applications specific to your requirements.
The Request for Proposal application is installed and runs on Zoho Creator. You can fully customize the application to your company's requirements if desired.
Yes, there is a 15-day free trial.
Zoho Creator ensures the logical separation of your data from everyone else's. Data retention and backup happens in a secure manner, and all data is stored in data centers in multiple geographies to ensure enterprise-grade security and high availability.
You can find the pricing plans here.