Choose what your RFP covers

Switch on the areas you want to cover. Hover over the info icons for details.

How this shapes your RFP. Every area you switch on becomes a section of requirements vendors must respond to. Areas you leave off are excluded entirely. You can fine-tune individual requirements on the next step. If you need to add something not listed, add it to the workbook after downloading.

Set priorities (optional)

Each requirement has a default. Mark what is essential, preferred or not applicable (N/A).

How this shapes your RFP. Each requirement and its level of importance will appear in your Excel workbook. Vendors will see what matters most and can add their response. Items marked essential are flagged as must-haves; N/A removes the item from the RFP.

Tell us about your event

This fills in your cover letter or brief. Some details are required as they are important for vendors, but all details can be edited after download. The rest is optional, and makes for a stronger RFP.

Event basics

Organization name

Event name *

Event dates

to

Enter dates as text instead

Location

Format

Expected attendees

Estimated budget

Proposal due date * Enter date as text instead

Contact name *

Contact email *

Context for vendors to improve response quality.

Goals and how you will measure success What does a successful platform deliver for your event?

Why are you running this RFP? New event, switching platforms, first formal RFP?

Systems this must integrate with Your AMS, CRM, or other tools

Accessibility or sustainability requirements WCAG, accessibility, or environmental commitments

Anything else vendors should know?

Questions for vendors (included in your RFP, toggle off any you do not need)

Add as many of your own questions as you like here, or add more to the workbook after downloading.

Add your own questions for vendors Optional

✓

Your RFP is ready

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Cover letter

Word doc with your event details and submission instructions. Fully editable.

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Requirements workbook

Excel sheet of your selected requirements for vendors to complete.

Both files are yours to edit before sending. Need to cover something not listed? Add your own rows on the “Additional requirements” tab of the workbook.

Our event experts can help you refine your RFP or walk through your requirements.

Send your RFP to our team