Free Document Generator

Build a Complete RFP in Minutes

Enter your requirements and get a professional, ready-to-send Request for Proposal — tailored to your service category, vendor preferences, and evaluation priorities.

📋 ERP / Finance Systems 🔍 External Audit 🏦 Treasury Management 📊 FP&A / Planning 🧮 Tax Services + 5 more

The Vendor RFP Builder generates a complete, ready-to-send Request for Proposal for 10 finance service categories — ERP, audit, tax, accounting, treasury, FP&A, fractional CFO, payroll, and insurance. AI-built structure with evaluation criteria, requirement sections, scoring rubric, timeline, and negotiation checklist. Board-ready PDF in under 5 minutes.

🏢
Company & Project Overview
Basic details about your organization and RFP project
Used to scope vendor size-fit
Helps identify integration requirements
📝
Requirements & Scope
What you need the vendor to deliver
Press Enter or comma after each requirement (e.g. "Multi-entity consolidation", "Real-time dashboards")
Systems that must integrate (e.g. Salesforce, NetSuite, ADP)
⚖️
Evaluation Criteria & Budget
How you will score vendors and your budget range
💼 Relevant Experience & References
💰 Pricing & Contract Terms
🔧 Technical Fit & Integration
🛡️ Security & Compliance
📞 Support & Implementation
Free complete RFP — no email required. Premium addons unlock vendor scorecard & negotiation checklist.
Analyzing your requirements…
Request for Proposal
Generated by CFOTechStack
📊

Vendor Scorecard

📞

Reference Check Questionnaire

📝

Contract Negotiation Checklist

🔐
Unlock the Complete Vendor Pack
Your RFP is ready to send. Add the evaluation framework that separates winning vendors from the field.
✓Vendor Scorecard — Score all respondents on a single weighted matrix
✓Reference Check Questions — 15 targeted questions for finalist references
✓Contract Negotiation Checklist — Key terms, SLA floors, and red-flag clauses to reject
✓PDF Export — Full RFP document ready to send
One-time payment · Instant access · No subscription

How It Works

01
Enter Your Requirements
Describe the service you're sourcing, your must-have requirements, integrations, certifications, and budget range.
02
AI Generates Your RFP
Our AI produces a complete, professional RFP document — scope, evaluation criteria, timeline, and submission instructions.
03
Download and Send
Export as PDF. Share directly with vendors. Use the optional vendor scorecard to evaluate responses side-by-side.

Frequently Asked Questions

What service categories are covered?
ERP/Finance Systems, External Audit, Tax Services, Accounting/Bookkeeping, Treasury Management, FP&A/Financial Planning, Fractional CFO, Payroll Processing, Business Insurance, and Other Financial Services. Each generates a tailored RFP with category-specific requirements and evaluation criteria.
Is the RFP document really free?
Yes — the complete RFP document is free. This includes scope of services, technical requirements, vendor qualifications, evaluation criteria with weights, timeline milestones, and submission instructions. The vendor scorecard, reference check questionnaire, and contract negotiation checklist require an email address.
How long does it take to generate an RFP?
About 15–30 seconds. Our AI analyzes your inputs, applies category-specific best practices, and produces a complete, formatted document ready to share with vendors.
Can I edit the RFP after it's generated?
Download the PDF and paste the content into Word or Google Docs for final edits. The generated document is a solid 80–90% complete draft — you'll typically just need to adjust specific company policies or add proprietary detail.
What's in the vendor scorecard?
The vendor scorecard is a weighted evaluation matrix listing every key criterion from your RFP. You score each vendor 1–5 on each dimension, and the spreadsheet calculates a final weighted score. This makes shortlisting objective and defensible to your board or management team.

Frequently Asked Questions

What should a vendor RFP include?

Company overview and scope, functional requirements (must-have vs. nice-to-have), technical requirements and integrations, vendor qualification criteria, evaluation scoring rubric, pricing format, implementation timeline, reference and security requirements, and submission instructions with deadline.

How long does it take to write an RFP?

Manual RFPs take 2–4 weeks. This AI generator produces a complete professional RFP in under 5 minutes — structured questions, full document generation, ready to send without additional editing.

What finance categories does this cover?

10 categories: ERP, Audit, Tax, Accounting/Bookkeeping, Treasury, FP&A, Fractional CFO, Payroll, Insurance, and Other finance services. Each generates a category-specific RFP with relevant requirements sections.

How do I evaluate vendor RFP responses?

Use weighted scoring: capability fit (30%), implementation approach (20%), total cost of ownership (25%), references (15%), support/SLA (10%). The premium version includes a ready-to-use vendor scorecard template.

Your AI CFO starts tonight

Autonomous vendor management. Proactive contract alerts. Board-ready procurement analysis.

Your AI financial officer manages procurement diligence while you focus on growth.

Launch Your Full AI CFO Stack →