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Quote-to-Order RFP Template

Technology Evaluation Centers, Jan 2011, Pages: 22


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The Quote-to-Order RFI/RFP Template lists and describes 762 features and functions found in Quote-to-Order software solutions. This Quote-to-Order Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Quote-to-Order software selection projects. Features and functions included in this Quote-to-Order Template:

- Online Catalog
- PIM Capabilities
- Q2O/CPQ Workflow Management
- Personalization and Localization
- Rule Engines and Knowledge Base (Repository)
- Document Management (for Proposals and Contracts)
- Pricing
- Customer Information
- Reporting and Analysis
- Integration and Interfacing Requirements
- Engineering Capabilities
- Channel Support and PRM
- Aftermarket Services
- and more.

This functional and technical requirement set template covers industry-standard functional criteria of Quote-to-Order that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your Quote-to-Order software project.

Use this template to gather your Quote-to-Order requirements, build RFIs and RFPs, and track the progress of your software implementation.

Gather Your Quote-to-Order Requirements Quickly and Effectively

- Identify and prioritize the features and functions you need instead of building a list from scratch.
- Easily add your company's unique Quote-to-Order requirements.
- Find out what features and functions vendors support, and how they support them.

Collect Clear Quote-to-Order RFI and RFP Responses

- Improve vendor participation by issuing RFIs that vendors can understand, and respond to easily.
- Use RFI responses to create lists of requirements for your RFPs or requests for quotation (RFQs).
- Make sure that vendors understand and can support all your requirements.

Eliminate Quote-to-Order Implementation Surprises

- Get a clear picture of any required customizations.
- Help Quote-to-Order vendors accurately cost required development work.
- Compare your existing systems to the winning solution (gap analysis).


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