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
- 01
Program overview
Scope, partner types, current and target partner counts.
- 02
Timeline and process
Dates that let the wrong vendors self-select out.
- 03
Core PRM requirements
Onboarding, tiering, deal reg, MDF, enablement, payouts.
- 04
AI and agent readiness
What is GA today, what the AI can write, MCP and audit trails.
- 05
Integrations and data
CRM objects, sync direction, APIs, SSO, exit terms.
- 06
Implementation and support
Real launch timelines, fees, SLAs, references.
- 07
Security and compliance
SOC 2, residency, uptime, RBAC, platform architecture.
- 08
Commercials
Three-year total cost, not the monthly headline.
- 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