Buyer tool

The PRM RFP template.

Most PRM RFPs are feature checklists every vendor can answer yes to. This one asks the questions that actually separate them — what the AI writes to, how MDF really works, what three years costs. Download it as a PDF or an editable Word doc.

Create and download an RFP template

The questions that actually separate PRM vendors, plus a weighted scorecard — pre-filled with your shortlist. Edit it, send it, score the answers.

What's inside

  1. 01

    Program overview

    Scope, partner types, current and target partner counts.

  2. 02

    Timeline and process

    Dates that let the wrong vendors self-select out.

  3. 03

    Core PRM requirements

    Onboarding, tiering, deal reg, MDF, enablement, payouts.

  4. 04

    AI and agent readiness

    What is GA today, what the AI can write, MCP and audit trails.

  5. 05

    Integrations and data

    CRM objects, sync direction, APIs, SSO, exit terms.

  6. 06

    Implementation and support

    Real launch timelines, fees, SLAs, references.

  7. 07

    Security and compliance

    SOC 2, residency, uptime, RBAC, platform architecture.

  8. 08

    Commercials

    Three-year total cost, not the monthly headline.

  9. 09

    Scorecard

    Weighted criteria to agree on before the first demo.

Know who to send it to first

Run the nine-question shortlist and the template arrives pre-filled with the vendors that match your partner motion.

Create my PRM short-list