8 Creative Agency RFP Templates for Enterprise Teams
Creating a clear, detailed request for proposal (RFP) helps enterprise teams find the ideal creative partner. But this takes time and collating all the details isn’t easy—which is why most teams use templates to guide RFP creation. This article curates eight of the best examples of how to get it right.
Creative agency requests for proposals (RFPs) are conversation starters—incredibly important icebreakers.
- Mid-market and enterprise teams issuing the requests are introducing their brands, key business challenges and expectations of their creative service partners.
- Conversely, prospective partners use this information to pull together their responses.
It’s a high-stakes, high-effort process for everyone. Communication breakdowns mean neither side gets what they need.
- More than ⅓ of brands get incomplete or inaccurate responses to their creative service RFPs.
- Nearly 70% of issuers also confess that they often include irrelevant information.
RFP templates help avoid these pitfalls, consolidating the essential information needed to spark meaningful conversations with outsourced creative partners in a simple, effective and repeatable format.
This article walks through eight creative agency RFP templates, explaining why they’re the best examples for making the most of the template you’re using or even becoming your go-to format for enterprise creative RFPs.
8 Top Resources for Issuing Creative RFPs
This list of resources—including templates—will help you capture the key details required for an efficient and effective creative partner selection process.
1. Superside’s graphic design RFP checklist
Rather than create another template, we built a checklist that identifies what to include in the company overview, scope of work (SOW), submission guidelines and other key areas of these specialized RFPs. As a companion to this checklist, we’ve also written an expert-led article on RFP best practices.
The best parts:
- It lists the information crucial to making each section of a creative services RFP valuable for both the team issuing the request and the vendors responding.
- As Superside has grown and enabled its team of AI experts, this checklist also gives guidance on how to indicate if your brand would like to use generative AI in your creative workflow.
- This checklist is also informed by Superside’s own in-depth experience with the creative RFP
Build the Best Graphic Design RFPs
Use this checklist to lock in the best creative partners.
2. Adobe's RFP template
Adobe’s RFP template is simple and clean. As industry experts, they also share relevant insights into the full processes and best practices for creating creative services RFPs.
The best parts:
- Naturally, it’s available in PDF format.
- You can easily extend the format to add sections, like evaluation criteria and submission guidelines.
- If you use Adobe tools, you can also add e-signature and other functionality.
3. Asana’s RFP process template
Beyond the RFP document itself, Asana breaks down the entire RFP process from start to finish.
The best parts:
- If you’re an Asana user, this template gives you a framework for managing every step of the graphic design RFP process.
- Even if you don’t use Asana for project management, you get an at-a-glance view of all the stages to consider.
4. HubSpot’s RFP templates
A trusted authority on marketing topics, HubSpot tackled this challenge with style, creating strong how-to content along with its RFP templates.
The best parts:
- It’s available in multiple formats, including PDF, Google Docs and Microsoft Word.
- The downloads also include long- and short-form RFP templates
5. Monday.com’s marketing and design RFP templates
This work management platform gives you a range of marketing and graphic design RFP templates to explore.
The best parts:
- This format offers a variety of RFP templates, which is especially helpful when you’re issuing different kinds of creative services RFPs.
- Clicking on the button for the template launches a workflow for a free trial.
6. Wrike’s digital marketing RFP examples
Wrike’s collaborative platform lets you build your own templates and their article on digital marketing RFPs includes a list of fields that you can include. The best parts:
- If needed, you get a limited free trial of the app.
- Create RFP templates tailored to your needs.
7. ClickUp’s RFP template
ClickUp takes a unique approach to its RFP materials. In addition to a general overview of RFPs, it provides a web development RFP template. Since web development is a professional service, like creative services, the core content is very relevant and easily adapted.
The best parts:
- If you’re a ClickUp user, the template is interactive.
- Integrate your template with tools from the app's network of resources.
8. Tome’s creative services RFP template
While not as formal as some of the other RFP templates and examples, Tome’s highly visual, user-friendly creative services RFP template helps demystify the entire process.
The best parts:
- A Q&A section offers a space to address frequently asked questions.
- Also includes sections where you can describe the qualities you’re looking for in a partner and what an ideal project workflow looks like.
Meet Your Creative Team’s Creative Team
Whether you’re in the process of issuing an RFP or identifying prospective enterprise creative partners, we’d be happy to start a conversation to learn more about what you’re looking for and how we can help.
Overwhelmed?
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Michelle enjoys learning from and empowering ambitious marketers and creatives focused on scaling design and fueling growth.🚀 With more than two decades of experience, she’s worked at both agencies and in-house teams at companies of all sizes in the United States and Canada. She began her career as an advertising copywriter, remastering these skills as a content marketer and becoming a subject matter expert on everything from frozen pies and financial statements to SaaS and now CaaS. Connect with her on LinkedIn.
Meet Roger, a content marketer driven by his love for online search, digital marketing, and performance marketing. When he's not immersed in the latest updates on Google, AI and social media, you'll find him passionately crafting strategies to simplify online searches for people, sparing them the frustration of navigating through endless pages. As a marketer, Roger Match has turned into the perfect match for Superside, helping us showcase our purpose, objectives and essence to the world.
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