The RFP process should be embraced, because this where you and your team have a great opportunity to define the full scope of your AP Automation project, prioritize what’s most important to your team and key stakeholders, and select the best possible solution provider from the handful you have shortlisted.

Though an important one, getting started with your RFP process can be a daunting task, and knowing what information to ask for is essential when selecting an AP automation solution provider.

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This customizable template is divided into 11 distinct sections. Each section or ‘tab’ represents a specific area of information that will be useful in helping your AP organization:

Get a detailed view into each solution provider’s complete offering

Understand how their products/services, strengths, and experience match with your requirements

Select the solution that best fits your business

By following this template you'll gather critical knowledge needed to make an informed decision that is a worthwhile use of time, money, and resources.


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