ERP Cost Guide

Free ERP RFP template

A good ERP RFP forces every vendor and partner to quote the same scope in the same format: users by type, integrations, data-migration objects and years, implementation by phase, and renewal caps. Here are the 10 sections to include.

Updated 2026-09-23 · By the ERP Cost Guide team

The 10 sections

  1. 1. Company overview

    Revenue, entities, locations, headcount, current systems.

  2. 2. Project goals

    Three measurable outcomes (e.g. 5-day close, real-time inventory).

  3. 3. Scope

    Modules, entities, users by type, integrations, data to migrate (objects and years).

  4. 4. Functional requirements

    Must-have vs nice-to-have per process, scored 1-3.

  5. 5. Technical requirements

    SSO, API, hosting, security certifications, sandbox.

  6. 6. Implementation approach

    Methodology, phases, named team, timeline.

  7. 7. Pricing

    Subscription by line item, implementation by phase (fixed or capped), support, renewal caps.

  8. 8. References

    Two customers in your industry and size band.

  9. 9. Contract terms

    Renewal cap, data export on exit, SLA, change-order rate.

  10. 10. Evaluation criteria and timeline

    Weights and decision date.

Download the editable RFP template

Word file plus a printable version, with fill-in pricing tables (subscription by line item, implementation by phase, 3-year view) and weighted evaluation criteria. Download links appear as soon as you submit.

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ERP RFP template (Word, editable) Opens in Word or Google Docs.
ERP RFP template (printable / PDF) Print it or save as PDF from your browser.
Requirements checklist (Word) The attachment for Section 4.

Pair it with

ERP requirements checklist - ERP demo script - 21 partner questions - ERP cost estimator - implementation cost calculator

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Frequently asked questions

What should an ERP RFP include?

Scope (users, entities, integrations, data), requirements scored by priority, implementation approach with named team, line-item pricing, renewal caps, references and evaluation criteria.

How many vendors should get the RFP?

Three to five. More than that and you will not have time to run scripted demos and reference calls for each finalist.

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