Templates
Shapes we'd use ourselves.
A compact library of RFP templates, scorecards, and process checklists. Same shapes PursuitAgent's team uses internally.
- template shapes
- 6
- gated ebooks
- 0
- categories
- 4
RFP response, capability, win/loss, process
templates publish as usable assets
template taxonomy
SaaS RFP Response Skeleton
In editingRFP response
Government / State RFP Compliance Matrix
In editingRFP response
Capability Statement (one-pager)
In editingCapability
Win/Loss Debrief Questionnaire
In editingWin/loss
- RFP response In editing
SaaS RFP Response Skeleton
A structured response outline with executive summary, requirements matrix, security annex, and pricing section — ready to fill with your own content.
- RFP response In editing
Government / State RFP Compliance Matrix
Two-column compliance matrix (Shall / Response) pre-formatted for common state procurement formats. Drop in requirement IDs, paste your answer, ship.
- Capability In editing
Capability Statement (one-pager)
A single-page capability statement template — past performance, NAICS codes, differentiators, contact. Federal-friendly layout.
- Win/loss In editing
Win/Loss Debrief Questionnaire
10-question structured debrief to run after every bid, win or lose. Feeds directly into the PursuitAgent Win-Loss Intelligence module if you're a customer.
- Process In editing
Bid/No-Bid Scorecard
A one-page weighted scorecard: fit, competitive position, margin, effort, strategic value. Use it before your team touches the RFP.
- Process In editing
Proposal Review Checklist
Section-by-section review checklist used by PursuitAgent's own proposal team before submission. Catches the compliance misses that kill deals.
Want early access to the pack? Get started and we'll send them over.
Or let PursuitAgent write the response.
Upload the RFP, get grounded drafts with citations. The templates are a head start; the product is the shortcut.