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Sales

RFP Intake Form

Triage a request for proposal with deadlines, requirements, mandatory criteria, source documents, and bid ownership.

16 questions
8 minute completion
Starter schema
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Preview

Interact with the actual form experience before opening the template in Formspace. Responses entered here are not saved.

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What's included

A quick static summary of the main sections and fields, so visitors can scan the structure before opening the full template.

Contact and organization

Identify the person receiving the RFP and the organization issuing it.

5 questions
Includes:

Full name, Email, Organization, Phone number, plus 1 more.

Short textShort textShort textShort text

Opportunity and deadline

Record the bid scope, dates, and current ownership.

6 questions
Includes:

RFP title, Reference number, Scope summary, Questions due, plus 2 more.

Short textShort textLong answerShort text

Requirements and files

List the most important requirements and attach the issued material.

5 questions
Includes:

RFP requirements, Is any known mandatory requirement currently unmet?, Describe the gap and proposed response, RFP, addenda, and supporting files, plus 1 more.

Dynamic tableYes / noLong answerFile upload

How to use this template

When to use it

Use this template when you need a structured sales workflow for B2B sales, Professional services, Public sector suppliers teams. It works best when the response needs enough context for a reviewer to take the next step without sending several follow-up messages.

How to customize it

  • Replace generic labels with language your respondents already use.
  • Move optional questions later in the form so the first page stays easy to complete.
  • Add internal routing notes or tags if different team members handle different response types.
  • Explain exactly which files are useful so respondents do not upload unnecessary documents.

Example questions

Scan the questions and field types included in the template at a glance.

Short text

Full name

Short text

Email

Short text

Organization

Short text

Phone number

Short text

Job title

Short text

RFP title

Short text

Reference number

Long answer

Scope summary

Short text

Questions due

Questions about this template

What is the rfp intake form template for?

A structured RFP intake for sales and bid teams that need to assess fit, effort, mandatory requirements, and timing before committing to a response. It is a good fit for B2B sales, Professional services, Public sector suppliers teams that need a structured sales workflow.

Can I customize this rfp intake form template?

Yes. Open it in Formspace to edit questions, pages, logic, branding, publishing settings, notifications, and response handling before sharing it.

What questions are included?

The template includes 16 questions across 3 sections. Example questions include: Full name; Email; Organization; Phone number.