Software RFP template builder
Answer a short guided form and copy or download a requirements document you can send to any vendor.
Free, runs in your browser, no sign-up. Updated 2026-10-25.
Result
RFP for "Customer portal" ready: 6 features, 10 sections.
Your RFP
# Request for proposal: Customer portal **Issued by:** Your company ## 1. Background Customers email and call us to check orders, invoices and support tickets. We want a self-service portal so they can do this themselves. ## 2. Goals - Cut order-status calls - Let customers download invoices themselves - Give support one view of each customer ## 3. Users | Role | Needs | |---|---| | Customer | check orders, download invoices, open tickets | | Support agent | see a customer's orders and tickets in one place | | Admin | manage users and permissions | ## 4. Scope ### Must have - **Sign-in with email and SSO for business customers** - **Order list and order detail** - **Invoice download as PDF** ### Should have - **Support tickets with status updates** - **Email notifications** ### Could have - **Live chat** ## 5. Platforms - Web app - Admin panel ## 6. Integrations - Our ERP (orders and invoices) - Helpdesk tool (tickets) ## 7. Compliance and security - GDPR ## 8. Budget and timeline - Target timeline: First release in 3 to 4 months ## 9. What to include in your response - Your understanding of the problem and any questions - Proposed approach, architecture and tech stack, with reasons - Team, roles and relevant past work - Estimate with assumptions, split by phase - Timeline with milestones - How you handle testing, security, handover and maintenance ## 10. How we will choose - Relevant past work - Clarity of the estimate and its assumptions - How testing, security and handover are handled
Send this RFP to OceanLab
Opens an email to OceanLab with this result and a link to your inputs. Nothing is sent until you press send, and there is no sign-up.
How this is calculated
The form follows the sections vendors need to quote well: background, goals, users, features by priority, platforms, integrations, compliance, budget and timeline, what to include in a response and how you will choose.
Features are grouped into must, should and could have, so vendors can price a first release and later phases separately.
The document is built in your browser as Markdown. Copy it, download it, or paste it into any editor.
Questions about this tool
What should a software RFP include?
Background, goals, users, prioritised features, integrations, compliance needs, a budget band, a timeline and what you want in each response.
Should I share a budget?
A band helps vendors propose a realistic scope instead of guessing. You can leave it out.
Can I send it to OceanLab?
Yes, if you like. The document is yours either way and works with any vendor.
Is anything I enter sent anywhere?
No. The tool runs in your browser and there is no sign-up. Nothing leaves the page unless you choose to email your result to OceanLab.
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