RFP 01
Retail & Consumer Goods (CPG)
Digital Procurement Platform + Supplier Management
16 Excel templates · 100% free
Professional RFP/RFQ templates for LATAM procurement
One master editable template + 15 industry versions (Retail, Banking, Mining, Oil & Gas, Pharma, Telco and more) with budget, expected savings and spend category pre-loaded. The master ships with 7 interlinked sheets and 306 formulas: you record each offer once and the comparison returns weighted score, ranking and recommendation.
+ 15 industry-specific templates included — download the full ZIP or just the one you need.
No forms. Instant download.
Why do you need a standardized RFP/RFQ template?
A poorly documented purchasing decision gets paid for later: internal disputes over why that supplier won, approvals that drag on asking for support nobody kept, and purchase recommendations that do not survive an Audit review. The root cause is usually the same: every buyer uses a different format and there are no comparable, objective criteria.
A standardized RFP/RFQ template ensures that all suppliers answer the same questions, that the evaluation is weighted and traceable, and that the Procurement team can justify every purchase recommendation before Audit, Legal and Finance.
This template is built by our procurement team for large LATAM enterprises, aligned with international best practices (CIPS, ISM) and adaptable to your industry.
What is included
Configuración sheet (setup): the process data (requesting area, owner, currency and dates) and the 5 criteria with their weights. The weights are pre-loaded and editable; a formatting rule flags the total when they stop adding up to 100%.
Matriz de Evaluación sheet (scoring matrix): you score from 1 to 5 —the cell accepts nothing else— for up to 20 suppliers. Each score is multiplied by the weight you set in Configuración, the total adds up and the ranking comes out on its own.
Requisitos Técnicos and Datos del Proceso sheets: requirements with category, expected evidence, weight and a mandatory flag (Yes/No), plus the milestone schedule with owner and status from a dropdown list.
Propuestas de Proveedores and Comparativo sheets: you record each offer only once (total price, currency, lead time, validity and document status) and the comparison consolidates price, lead time, score, ranking and recommendation with no re-typing.
7 interlinked sheets, 306 formulas already written and 4 dropdown lists that stop each evaluator from writing statuses their own way.
Instrucciones sheet with the 5 usage steps and the reminder that the decision must follow the policies, controls and delegations of your organization. Corporate design ready to send to external suppliers.
The template in numbers
7
Interlinked sheets
306
Formulas already written
20
Suppliers the matrix compares
0
Forms to download
Template structure
- 1Sheet 1 · Configuración (setup) — process data and the 5 criteria with editable weights
- 2Sheet 2 · Datos del Proceso (schedule) — milestones with owner and status
- 3Sheet 3 · Requisitos Técnicos (requirements) — requirement, category, expected evidence, weight and mandatory flag
- 4Sheet 4 · Propuestas de Proveedores (offers) — one row per offer received: price, currency, lead time, validity and document status
- 5Sheet 5 · Matriz de Evaluación (scoring) — 1 to 5 scoring for up to 20 suppliers, with automatic weighting and ranking
- 6Sheet 6 · Comparativo (comparison) — consolidated price, lead time, score, ranking and recommendation
- 7Sheet 7 · Instrucciones (instructions) — the 5 usage steps and the scope of the tool
15 industrias · LATAM 2026
15 industry-specific RFP templates — calibrated for LATAM 2026
In addition to the master template, download the one for your industry with budget, expected savings and spend category pre-loaded. They are separate files, with their own 10-sheet structure. Or grab them all in a single ZIP.
RFP 02
Banking & Financial Services
Regulated IT Outsourcing & Tech Services
RFP 03
Mining & Metals
Heavy Equipment, MRO & HSE Services
RFP 04
Oil & Gas
Upstream Services & Industrial Procurement
RFP 05
Industrial Manufacturing
Strategic Raw Materials & MRO Services
RFP 06
Telecommunications
Network Rollout & Field Services
RFP 07
Healthcare (Hospitals & Clinics)
Medical Supplies & Outsourced Clinical Services
RFP 08
Logistics & 3PL
Warehousing, Distribution & Transport
RFP 09
Construction & Infrastructure
Civil Subcontracts & Industrial Supply
RFP 10
Agribusiness
Agrochemicals, Harvest & Specialized Logistics
RFP 11
Utilities (Power & Water)
Network Maintenance & Critical Equipment
RFP 12
Pharmaceutical Industry
API, CMO/CDMO Services & Validated Logistics
RFP 13
Airlines & Commercial Aviation
MRO, Catering & Airport Services
RFP 14
Higher Education
Academic Platforms & Outsourced Campus Services
RFP 15
Public Sector & Government
IT Services, Infrastructure & Public Goods
Frequently asked questions
What is the difference between an RFP and an RFQ?
An RFP (Request for Proposal) seeks complete solutions to a need, evaluating supplier capabilities, experience and approach. An RFQ (Request for Quotation) focuses on price for products or services that are already specified. This template covers both formats in one file.
How much does taking a purchase to tender save?
The highest-value lever in an RFP/RFQ process is competitive negotiation: 2-4% price improvement on spend taken to tender, based on market references EGIXIA uses in its business cases. The amount depends on how much spend you take to tender and on offers being comparable to each other — which is exactly what a standardized template ensures: same requirements, same quotation format and a weighted matrix that makes the real difference between suppliers visible.
Can I change the weights in the scoring matrix?
Yes, and it is the first step in the file. The Configuración sheet ships with five criteria and example weights —total price 30%, quality 25%, lead time 15%, document compliance 15% and service 15%— which are not an Egixia recommendation: they are starting values for you to replace with your own. A formatting rule flags the total cell when the weights stop adding up to 100%, and the matrix recalculates the weighted score and the ranking on its own.
How many suppliers should I invite to an RFP?
The recommended practice for large companies is between 3 and 5 prequalified suppliers. Fewer than 3 makes negotiation difficult; more than 5 increases administrative cost without significantly improving the outcome. The matrix takes up to 20 rows, in case you need to evaluate a wider universe before shortlisting.
What is the difference between the Excel and the PDF?
The Excel is the working tool: 7 interlinked sheets and 306 formulas that run the weighted scoring, the ranking and the comparison. The PDF is a simpler printable form, with the request in four sections (project data, criteria, requirements and quotation), meant for taking into a meeting or sending to a supplier who does not work in Excel. They do not share a structure: the calculation lives only in the Excel.
Is the template multilingual?
The downloadable template is in Spanish, sheet names included. To send it to English- or Portuguese-speaking suppliers you can translate the cells manually — the structure and the formulas work the same in any language.
How do I automate this entire RFP/RFQ process?
Egixia's Tendering software digitalizes the full cycle: invites suppliers, collects structured responses, runs the weighted matrix automatically, launches reverse auctions and records the purchase recommendation with its audit trail. Visit egixia.com for a demo.
Download the full template
Excel with 7 interlinked sheets and 306 formulas + printable PDF of the request form. No registration, no forms, instant download.
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Replace Excel and emails with a digital process: supplier invitation, side-by-side comparison, reverse auction and full traceability for Audit. The underlying goal is savings: 2-4% price improvement on spend taken to tender.
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