Software Development RFP Template Walkthrough

Author: Savas Tutumlu, Co-Founder & CTO

Experience: MIT-trained • 100+ projects quoted • Sat on both client and vendor side of RFPs

Published: November 17, 2025 • Reading time: 9 minutes

Most software RFPs fail before they’re even sent. They’re either so vague that every proposal is a guess—or so bloated that the best firms refuse to respond.

After reviewing hundreds of RFPs and helping clients run vendor evaluations, I’ve distilled what actually works in 2025: a concise, outcome-driven RFP that respects engineering time and gives you apples-to-apples proposals from serious partners.

Quick Answer: The 7 Sections Every RFP Needs

  1. Business context & goals (why this project exists).
  2. Success metrics & constraints (how you’ll know it worked).
  3. User personas & key journeys (who and how they use it).
  4. Feature outline with priorities (must-have vs nice-to-have).
  5. Technical landscape & integrations (current systems, constraints).
  6. Budget band & timeline expectations (ranges, not magic numbers).
  7. Proposal requirements & decision criteria (how you’ll choose).

1. RFP Structure That Senior Engineers Will Actually Read

Your goal isn’t to impress procurement. Your goal is to give the architect who will own your project enough detail to design a realistic solution and quote.

Section 1 – Business Context & Goals

In 2–3 paragraphs, explain:

  • What your company does and who your customers are.
  • The problem you’re trying to solve with this software.
  • What “wildly successful” looks like 12–24 months after launch.

Example goal: “Reduce manual order entry time by 70%, cut fulfillment errors below 1%, and support 3x current order volume without adding headcount.”

Section 2 – Success Metrics & Constraints

List 3–5 measurable outcomes (SLAs, throughput, error rates) and any hard constraints:

  • Regulatory requirements (HIPAA, PCI, SOC 2, GDPR).
  • Hard deadlines (e.g. trade show, funding milestone, contract expiry).
  • Internal constraints (must deploy on Azure, integrate with SAP, etc.).

2. Define Users and Journeys Instead of 200 Line Items

Long feature wishlists age badly. User journeys age much more slowly, and they give good firms space to propose smart solutions.

Section 3 – Personas & Top 3–5 Journeys

For each core persona (e.g., “Operations Manager”, “Customer Support Rep”, “End Customer”), describe:

  • What they’re trying to achieve in the system.
  • What’s painful about the current process.
  • What “magic” would look like for them.

Then define 3–5 journeys as bullet flows—for example:

  • Ops manager uploads new order file → system validates → flags exceptions → generates POs → updates ERP.
  • Customer logs in → views live order status → downloads invoices → opens support ticket if needed.

3. Feature Outline With Priorities (Not Fake Precision)

Use a simple prioritization scheme, e.g. Must / Should / Could. The goal is to anchor vendors on what absolutely has to be in v1 vs what can come later.

Section 4 – Feature Buckets

Group features into 4–6 buckets like:

  • Core workflows (ordering, approvals, scheduling).
  • Reporting & analytics.
  • Integrations (ERP, CRM, payment gateways).
  • Admin & configuration.

Within each bucket, list a few concrete examples and mark them as Must/Should/Could. Avoid detailed UX specs at this stage—that’s what discovery is for.

4. Technical Landscape & Integrations

This section saves everyone from nasty surprises during implementation.

Section 5 – Current Systems & Constraints

  • List systems the new solution must integrate with (ERP, CRM, auth, data warehouse).
  • Note critical performance or uptime requirements.
  • Declare preferred tech stacks and anything that is off-limits (e.g., “no PHP monoliths”).

If you don’t have strong preferences, it’s OK to say: “We prefer modern, well-supported stacks (e.g. React/Next.js, Node/Python, Postgres) but are open to expert recommendations.”

5. Budget Bands, Timeline, and Engagement Model

Without a budget band, vendors either:

  • Design something too small to solve your problem, or
  • Pitch a Lamborghini when you needed a very good sedan.

Provide a realistic range (e.g. $80K–$150K) and timeline expectations. You can anchor these using our 2025 software development pricing guide.

Ask Vendors to Propose an Engagement Model

In the RFP, ask firms to describe which model they recommend and why:

  • Fixed‑price for well-defined scope.
  • Time & Materials for evolving scope.
  • Dedicated team for long-term roadmap work.

For a deeper comparison of models, see our guide on fixed‑bid vs T&M vs dedicated teams once it’s live.

6. What You Should Ask Vendors to Return

Your RFP should be explicit about what a “complete” proposal looks like. For example:

  • High‑level solution architecture (diagrams welcome).
  • Phased delivery plan with milestone dates.
  • Team composition (roles, seniority, % allocation).
  • Assumptions and risks they see based on your RFP.
  • Reference projects + 2–3 clients you can talk to.

This forces vendors to think deeply, not just throw a rate card and a paragraph at you.

7. Next Steps: Turn This Into a Working Document

You don’t need a perfect, legal‑department RFP to start. In fact, you’ll move faster if you treat this as a living document and refine it with a trusted partner.

How we typically help clients with RFPs

  1. 30‑minute discovery call to understand your goals and constraints.
  2. We review your draft RFP (or help you assemble one from this template).
  3. You send it to 2–3 firms—not 20—so you can have real conversations, not inbox chaos.
  4. You compare proposals using simple evaluation criteria around outcomes, approach, and culture fit.

If you’d like, you can reference this article directly inside your RFP (“vendors may refer to Stratagem Systems’ RFP template for expectations”). It signals to good firms that you care about running a sane process.

If you’re preparing an RFP right now and want a second set of eyes, include a link when you contact us. We’re happy to give honest feedback—even if you ultimately choose a different partner.