About this template
An RFP (Request for Proposal) Intake Form is essential for organizations that receive incoming project bids, vendor requests, and contract opportunities. This template helps sales, business development, and project management teams capture all critical details about an incoming RFP, evaluate whether to pursue the opportunity, and kick-off the review process efficiently.
The form systematically collects vital project information including institution names, due dates, estimated timelines, contract values, technical requirements, and competitor landscapes. It also includes sections for bid/no-bid decision criteria and stakeholder alignment, ensuring your team only pursues opportunities that match your strategic goals and capacity.
By centralizing RFP submissions through a clean Google Form, you eliminate disorganized email threads and scattered attachments. Teams can quickly review proposal requirements, assess win probability, and route the opportunity to the right stakeholders for a faster, more disciplined response strategy.
Key features
- Capture complete RFP details and submission timelines in one place
- Streamline the bid/no-bid evaluation and qualification process
- Track contract values, technical requirements, and competitor insights
- Easily attach RFP documents and pre-proposal conference notes
- Align internal stakeholders on project scope and deliverables
Use cases
Evaluating inbound requests for proposals from prospective enterprise…
Evaluating inbound requests for proposals from prospective enterprise clients
Conducting internal bid/no-bid reviews with executive stakeholders
Centralizing public sector and government contract submissions
Gathering technical requirements and SOW details for sales kick-off c…
Gathering technical requirements and SOW details for sales kick-off calls
What this form collects
- Representative Name (Short answer)Enter the full name of the team member submitting this RFP intake.
- Representative Email (Short answer)Enter your work email address for follow-up questions.
- Product Group / Practice Area (Dropdown)Select the internal product group or service line this RFP aligns with.
- Institution / Client Name (Short answer)Enter the name of the organization issuing the RFP.
- RFP Title (Short answer)Enter the official title or project name of the RFP.
- RFP Source (Short answer)Where was this RFP sourced from? (e.g., public portal, direct invitation, referral)
- RFP Document Link (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) containing the RFP document.
- RFP Due Date (Date)Select the final submission deadline.
- Clarification Questions Due Date (Date)Select the deadline for submitting vendor questions.
- Estimated Project Timeline (Paragraph)Provide a brief overview of the expected project schedule or implementation window.
- Statement of Work Summary (Paragraph)Summarize the core objectives and scope outlined in the RFP.
- Target Market Status (Multiple choice)Does this opportunity fit our ideal customer profile and core target market?
- Contract Value Known Status (Multiple choice)Is the estimated contract value or budget clearly defined?
- Estimated Contract Value (Short answer)Enter the estimated budget or contract value if known.
- Contact Relationship Strength (Multiple choice)How strong is our existing relationship with the key decision makers?
- Known Competitors (Paragraph)List any competing vendors expected to bid on this opportunity.
- Stakeholder Agreement Status (Multiple choice)Are internal stakeholders aligned on pursuing this opportunity?
- No-Bid Reason (if applicable) (Paragraph)If recommending a No-Bid, please explain why.
- Additional Notes & Kick-off Comments (Paragraph)Share any extra context, special considerations, or notes from initial discussions.
FAQ
How does Doc2Form help with RFP intake?
Doc2Form allows you to instantly generate or update this Google Form to fit your specific proposal review workflow without manual setup.
Can I customize the questions on this RFP template?
Yes! Once the template is created in your Google Workspace, you can freely edit, add, or remove any questions, sections, or validation rules.
How do team members submit RFP documents using this form?
The form includes dedicated fields where team members can paste links to shared drives (like Google Drive or Dropbox) containing the RFP files, or describe the documentation attached.
Is this template suitable for both small businesses and large enterprises?
Absolutely. Whether you evaluate a few proposals a month or manage dozens of concurrent bids, this intake structure adapts easily to your team's volume.
Where do form responses go?
All submissions route directly into a connected Google Sheet, making it easy to sort, filter, and review incoming bids with your leadership team.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.