ATS RFP template and guidebook

Two ready-to-use assets that take you from a blank page to a confident vendor decision: a step-by-step RFP guide (PDF) and an editable 250+-question RFP template (Excel or Google Sheets).

ATS RFP Guide (PDF)

• How to define objectives, success criteria, and a realistic RFP timeline.
• Who to involve across Talent, HR, IT, and Legal, and when.
• How to evaluate vendors on implementation, security, support, and cultural fit.
• How to compare final proposals and reach a defensible decision.

ATS RFP Template (Excel) 250+ questions

1. Company and vendor overview: background, references, and financial stability.
2. Core functionality: sourcing, applicant tracking, interview scheduling, and offers.
3. Automation and AI: what the platform automates, and how.
4. Integrations: HRIS, job boards, assessments, and your existing stack.
5. Reporting and analytics: standard reports, custom reporting, and data export.
6. Compliance and security: data protection, accessibility, and audit requirements.
7. Implementation and support: onboarding, timelines, training, and ongoing support.
8. Pricing and contract terms: licensing model, total cost, and renewal terms.
9. Scoring and weighting: a built-in scorecard to rank vendors on a like-for-like basis.

Every question is editable, so you can add, remove, or reweight sections to fit your organization's needs.