Resource · Template

The Microsoft licensing RFP template.

A request for proposal is where a competitive licensing process turns into pricing, and the structure of the document decides whether you get comparable bids or five incomparable pitches. This template is the buyer side RFP we use to run a formal Microsoft process, built so responses line up side by side. Competition you can compare is the leverage. The format is what makes it real.

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What an RFP does What is inside Running it Get the file

What an RFP does for you

An RFP is the formal stage where shortlisted respondents commit to pricing and terms against a defined requirement. In a Microsoft context the value of an RFP is rarely that you switch away from Microsoft. It is that a credible, well run process establishes genuine competitive tension across channels and partners, and that tension is what moves the incumbent number.

The template is engineered for comparability. Every respondent answers the same questions in the same structure against the same requirement, which turns evaluation from interpretation into arithmetic and removes the account team's favorite defense, that you are not comparing like for like.

What is inside

  • Requirement specification. A clear statement of the estate, the products in scope, and the outcomes required, so bids are built against your needs rather than a generic catalog.
  • Commercial response grid. A fixed pricing and term structure every respondent must complete, designed for direct side by side comparison.
  • Term and protection requirements. The price protection, ramp, exit, and true down provisions you require, stated up front rather than negotiated later.
  • Service and support criteria. Lifecycle support, renewal handling, and audit assistance expectations, scored consistently.
  • Evaluation framework. A weighted scoring model so the decision is defensible to procurement, finance, and the board.
The leverage

The point of an RFP is not always to leave. It is to make leaving credible enough that the incumbent negotiates as if you might.

Running it well

StageWhat good looks like
ShortlistA field narrowed by a prior RFI to serious respondents who can transact at your scale.
IssueOne requirement, one format, one timeline, communicated through a single controlled channel.
EvaluateScored against the weighted framework, not the most persuasive narrative.
NegotiateThe competitive tension carried into final terms rather than dropped at award. See negotiation leverage.

The RFP follows the RFI and sits inside the broader procurement playbook. Run together they convert a renewal from an acceptance into a contest.

Get the file

Enter a corporate email below and the template arrives as an editable document. No sales sequence is attached. Use it to run your own process, or bring us in to run it with you.

Gated resource · Opens on submit

Open the Microsoft licensing RFP template.

Tell us who you are and the full template opens immediately in your browser. No wait and no email attachment. We ask for a corporate identity because the buyer side method inside is shared with practitioners, not crawlers.

Opens immediately in your browser. Use a corporate email; personal and freemail addresses are not accepted. We do not share your address and there is no sales sequence attached.

A template builds the contest. An advisor wins it.

The RFP creates competitive tension. We design the requirement, run the evaluation, and carry the tension into final terms against the concession bands actually being signed. Two analyst calls, no pitch.