DXP Request for Proposal Template

120+ requirements across 12 categories. Excel + Word formats. Built for enterprise DXP evaluations. Free for qualified buyers.

What's Included

12 Categories, 120+ Requirements

1. Content Management
Authoring, workflows, multisite, localization, content modeling, versioning, preview
2. Digital Asset Management
Asset ingestion, metadata, renditions, AI tagging, rights management, CDN delivery
3. Headless & APIs
GraphQL, REST, JSON:API, webhooks, realtime, preview APIs, SDKs, federation
4. Personalization & Experimentation
Rule-based, ML-driven, A/B testing, MVT, feature flags, journey orchestration
5. Search & Discovery
Full-text, faceted, semantic, ML ranking, synonyms, autocomplete, analytics
6. Customer Data Platform
Unification, identity resolution, segmentation, activation, privacy compliance
7. Digital Marketing
Email, automation, campaign management, lead scoring, analytics, attribution
8. Integration & Extensibility
Connectors, webhooks, event mesh, SDKs, marketplace, custom extensions
9. Security & Compliance
SSO, RBAC, encryption, audit logs, SOC2, GDPR, HIPAA, FedRAMP
10. Deployment & Operations
SaaS/PaaS/on-prem, K8s, CI/CD, multi-env, scaling, DR, SLA, observability
11. Total Cost of Ownership
License, implementation, team, infra, support, upgrade, exit costs (3-5 yr model)
12. Vendor Viability & Support
Roadmap, financial stability, partner ecosystem, support tiers, response SLAs

Format & Customization

  • Excel (.xlsx) — Scored requirements with weighting, vendor response columns, automatic scoring
  • Word (.docx) — Narrative RFP document with intro, evaluation criteria, submission instructions
  • Weighting worksheet — Customize weights per your priorities (pre-loaded with our framework defaults)
  • Evaluation scorecard — Side-by-side vendor comparison with conditional formatting

How We Built This

This template synthesizes requirements from 50+ real enterprise DXP evaluations across financial services, healthcare, manufacturing, retail, and public sector. Each requirement includes:

  • Business context (why this matters)
  • Technical acceptance criteria
  • Weighting guidance (Critical/High/Medium/Low)
  • Follow-up questions for vendor demos

⚡ Pro Tip: Weight Before You Send

Don't use default weights. Run our TCO Calculator first to understand cost drivers, then weight requirements by financial impact. AEM's DAM strength only matters if assets drive revenue.

Frequently Asked Questions

Is this really free?

Yes. We're vendor-agnostic and don't sell licenses. We monetize through consulting workshops and partner referrals. The template is our lead magnet — we hope you'll consider our selection workshop when you're ready to evaluate.

Can I share this with my team?

Absolutely. The license permits internal use for your evaluation project. You can customize, score, and distribute to stakeholders. Redistribution outside your organization requires permission.

How often is it updated?

Quarterly. We track vendor releases (AEM, Sitecore, Optimizely, Acquia, Liferay, Kentico) and update requirements for new capabilities like GraphQL subscriptions, visual editing maturity, and AI features.

What if I need help scoring?

Our Selection Workshop runs your team through weighted scoring in 2 weeks. We facilitate stakeholder alignment, coordinate vendor demos, and deliver a negotiation-ready scorecard.