Excel Templates, Procedure Writing, Project Management, Proposal Writing, Proposal Writing Tips
UPDATED: Procurement Templates for Proposal Managers
Apr
Win More Bids. Save More Time. Reduce More Risk.
Managing multiple bids, tight deadlines, shifting teams, and complex deliverables is a challenge even for seasoned Proposal Managers. That’s why we created the Procurement Templates Pack—a powerful set of 25 ready-to-use templates that streamline every phase of the procurement lifecycle.
Whether you’re submitting RFPs, managing bid teams, or tracking win/loss ratios, these templates will save hours of work, eliminate errors, and give your proposals the professional edge they need to succeed.
5 Powerful Benefits You’ll Get
- Time Savings Across the Board: Standardize your workflows with pre-formatted templates that eliminate the need to reinvent the wheel for every proposal.
- Improved Bid Quality and Accuracy: Ensure consistent formatting, complete coverage, and compliance with every RFP requirement using checklists, matrices, and trackers.
- Stronger Win Strategies: Use tools like the Competitor Matrix, Success Ratio Tracker, and Risk Assessment templates to sharpen your bid strategy and outmaneuver rivals.
- Better Team Collaboration: Clarify roles and responsibilities, set timelines, and track deliverables using the Bid Team Roles, Proposal Development Schedule, and Meeting Logs.
- Executive-Level Reporting: Generate fast, professional updates with Status Reports, Cost Breakdowns, SLA Pricings, and Post-Award Debriefs for senior stakeholders.
What’s Included in the Template Pack?
You’ll receive 25 Microsoft Word and 25 Microsoft Excel documents professionally formatted and ready for immediate use. See full contents below:
| Template Name | Purpose |
|---|---|
| Document Control | Track proposal documents by contributor, version, status, and client. |
| RFP Schedule | Track RFPs by submission date, Bid Manager, and status. |
| Bid-No Bid Log | Evaluate RFP opportunities with win probabilities and risk ratings. |
| Success Ratio | Measure win/loss outcomes and analyze bid performance. |
| Proposal Development Schedule | Manage team assignments, timelines, and completion status. |
| Deliverables Timetable | Plan project milestones, deliverables, and Go Live events. |
| Bid Team Roles & Responsibilities | Assign and monitor bid team tasks and responsibilities. |
| Capture Review Meeting | Schedule and track internal proposal review meetings. |
| Proposal Checklist | Ensure complete coverage of all proposal components. |
| Clarifications | Track submitted clarifications and responses from clients. |
| Post-Award Debrief | Record lessons learned from successful or unsuccessful bids. |
| Costs Breakdown | Estimate and present cost details by section and description. |
| Software Pricing | Record licensing, installation, and VAT for software bids. |
| Server Pricing | Track pricing components for server hardware and related costs. |
| Phased Costs | Break down costs across multi-year development phases. |
| SLA Pricings | Outline pricing for various SLA tiers. See SLA Template |
| Risk Assessment | Evaluate risk exposure across multiple dimensions. |
| Status Report | Report on bid progress, issues, and severity levels. |
| Client Meeting Schedule | Log client meetings with agenda and comments. |
| References | Maintain a list of validated references with contact info. |
| Resume Matrix | Ensure appropriate CVs are included in each proposal. |
| Skills Matrix | Match team members’ qualifications with bid requirements. |
| Partner/Subcontractor Matrix | Evaluate and assign external partners by skill and fit. |
| Competitors Matrix | Analyze competitor strengths, weaknesses, and win history. |
| Inventory of Supplies | Track procurement of office and proposal production materials. |
Who It’s For
- Proposal Managers looking to streamline operations and maximize win rates.
- Procurement Professionals seeking better compliance, governance, and oversight.
- Bid Consultants and Freelancers who need a proven framework to support multiple clients.
Download the Pack and Start Winning More Bids Today
The Procurement Templates Pack gives you a plug-and-play toolkit used by high-performing proposal teams worldwide. Whether you’re responding to public tenders or competitive private RFPs, these templates will save time, reduce risk, and drive better results.
✅ 50 Documents | 💼 Ready to Use | ⏱ Instant Download
👉 Order Now and Take Control of Your Next Bid
