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Free CPQ RFP Template and Vendor Scorecard for SaaS, AI, and Tech Teams

Free CPQ RFP Template and Vendor Scorecard for SaaS, AI, and Tech Teams

Get the Free Template

Get the Free Template

CPQ RFP template download for SaaS and AI companies — feature checklist and scorecard preview

Evaluating CPQ vendors?
Don’t rely on gut instinct

Evaluating CPQ vendors? Don’t rely on gut instinct

Our free CPQ RFP template and vendor scorecard helps SaaS, AI, and tech companies run a fast, fair, and structured selection process—so you can make the right decision, faster.

Built for Sales, Operations, Finance, and IT leaders at fast-moving SaaS companies, this toolkit includes everything you need to confidently compare CPQ platforms and choose the one that fits your business—not the other way around.

Still unsure if you need a CPQ or just a better CRM process?

Still unsure if you need a CPQ or just a better CRM process?

Read our guide on

CPQ vs CRM

TL;DR: What You’ll Get

TL;DR: What You’ll Get

CPQ RFP Template tailored for buying teams

Feature Checklist to score vendors on core and advanced functionality

Vendor Comparison Scorecard for side-by-side analysis

Evaluator’s Guide with 6 proven steps for running a smart CPQ evaluation

Perfect for: Series A to public SaaS companies evaluating CPQ software or replacing legacy systems like Salesforce CPQ, Oracle, and Conga.

Get the Free Toolkit

What’s Included in the CPQ Evaluation Toolkit

What’s Included in the CPQ Evaluation Toolkit

SaaS-specific RFP template

SaaS-specific RFP template

with 40+ essential questions across quoting, pricing logic, integrations, and more

with 40+ essential questions across quoting, pricing logic, integrations, and more

CPQ feature 

checklist

CPQ feature 

checklist

organized by must-have, nice-to-have, and differentiators

organized by must-have, nice-to-have, and differentiators

Vendor comparison scorecard

Vendor comparison scorecard

to evaluate implementation speed, flexibility, admin control, and pricing models

to evaluate implementation speed, flexibility, admin control, and pricing models

Evaluator's Guide

Evaluator's Guide

for aligning internal stakeholders and avoiding costly mistakes

for aligning internal stakeholders and avoiding costly mistakes

How to Run a Successful CPQ Evaluation Process

Step 1

Step 1

Identify key stakeholders across Sales, Operations, Finance, and IT

Identify key stakeholders across Sales, Operations, Finance, and IT

Each department has a voice. Align early to avoid internal delays.

Each department has a voice. Align early to avoid internal delays.

Step 2

Step 2

Define must-have vs. nice-to-have features

Define must-have vs. nice-to-have features

Use our checklist to focus on high-impact capabilities like no-code rules, native CRM sync, and dynamic pricing models.

Use our checklist to focus on high-impact capabilities like no-code rules, native CRM sync, and dynamic pricing models.

Step 3

Step 3

Send a structured CPQ RFP to 2–3 vendors

Send a structured CPQ RFP to 2–3 vendors

Use our ready-to-send template. Share it with your top 2–3 vendors. Set deadlines. Control the process.

Use our ready-to-send template. Share it with your top 2–3 vendors. Set deadlines. Control the process.

Step 4

Step 4

Use a vendor scorecard for side-by-side comparison

Use a vendor scorecard for side-by-side comparison

Our comparison scorecard helps you evaluate across implementation time, support model, CRM integrations, discounting control, and more.

Our comparison scorecard helps you evaluate across implementation time, support model, CRM integrations, discounting control, and more.

Step 5

Step 5

Watch out for red flags

Watch out for red flags

❌ Platforms that claim “no-code” but still use rule engines


❌ CPQ implementations that take 4–6 months (or longer)


❌ Systems where updating quotes requires IT or consultants


❌ Tools that nickel-and-dime for onboarding or support

❌ Platforms that claim “no-code” but still use rule engines


❌ CPQ implementations that take 4–6 months (or longer)


❌ Systems where updating quotes requires IT or consultants


❌ Tools that nickel-and-dime for onboarding or support

Step 6

Step 6

Look beyond license cost to total time to value

Look beyond license cost to total time to value

True cost = license + onboarding + consulting + wasted time.


Vendori is designed for speed, clarity, and control—without hidden fees or long timelines.

True cost = license + onboarding + consulting + wasted time.


Vendori is designed for speed, clarity, and control—without hidden fees or long timelines.

Curious how Vendori works?

Explore the product

Frequently Asked Questions
About CPQ Evaluations

What is a CPQ RFP template?

A CPQ RFP template is a structured document used to request proposals from Configure Price Quote software vendors. It includes key requirements and evaluation criteria to help you choose the right platform.

Who should use this toolkit?

Why is this tailored for SaaS companies?

Can this help me replace Salesforce CPQ (Steelbrick)?

Who should Use
This CPQ RFP
Template?

Who should Use This CPQ RFP Template?

  • Scaling SaaS companies launching new pricing models

  • Operations teams standardizing quote-to-cash workflows

  • AI-native platforms with dynamic product catalogs

  • Companies replacing spreadsheets, plugins, or Salesforce CPQ

Get Your Free CPQ RFP Template and Scorecard

Get the template, checklist, and scorecard—free. No fluff. No guesswork.

Just a better way to compare and choose CPQ software.

© Copyright Vendori 2026

© Copyright Vendori 2026

© Copyright Vendori 2026