DOCX Digital adoption platform RFP template
A ready-to-send request for proposal for digital adoption platforms, with 21 requirements, a pricing breakdown request and weighted evaluation criteria.
Free templates
Templates for buying, rolling out and measuring adoption software
Practical, ready-to-use documents and spreadsheets built from the guides on this site. Tell us a little about you, download, fill in the brackets, and you're done.
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DOCX 
XLSX Vendor scoring sheet
Score up to three vendors on eight weighted criteria. Weighted scores, ranks and the leading vendor calculate automatically.
DOCX Vendor demo script
Run consistent, revealing vendor demos on your own scenarios, with a 90-minute agenda, five scenarios to demonstrate and nine questions to ask.
DOCX Digital adoption business case
A concise business case for investing in a digital adoption platform: problem, solution, benefits, three-year costs, risks, timeline and recommendation.
Roll it out
DOCX 30-60-90 day rollout plan
A change management plan for launching new software, with activities, owners and status for before launch and each 30-day phase.
DOCX Stakeholder & communication plan
Map everyone affected by a software change and plan what to tell them, when and how, from four weeks before launch to day 90.
XLSX In-app guidance content inventory
Track every walkthrough, tip and help article: owner, status, usage and review dates, with automatic "overdue review" flags and a summary sheet.
Measure results
XLSX Digital adoption scorecard
Track baseline, target and monthly results for your key adoption metrics, with automatic change vs baseline and on-target status.
Onboard & educate
XLSX SaaS onboarding planner
Define your activation event, track activation weekly, find the weakest onboarding step and log experiments, all in one workbook.
XLSX Customer academy course planner
Plan your customer academy catalogue: courses, audiences, learning paths, length, certification, owners and launch dates, with an automatic summary.
Free toolkit
Get the complete Digital Adoption Toolkit
All 10 templates in one download: RFP, scoring sheet, business case, rollout plan, scorecard and more. Editable Word and Excel files.
- 10 ready-to-use templates
- Formulas built in
- Free for your team
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FAQ
Template questions
Are the templates really free?
Yes. Every template is free to download and use inside your organisation. We ask for your name, work email, company and role once; after that, downloads are instant.
Which software do I need?
Word templates open in Microsoft Word, Google Docs and LibreOffice. Excel templates open in Microsoft Excel, Google Sheets and LibreOffice; formulas work in all three.
Can I edit and rebrand them?
Yes. Replace the text in [square brackets], add your logo and delete anything that does not apply. We only ask that you do not resell them.
Will you add more templates?
Yes. Subscribe to the Adoption Brief to hear when new templates are published, or email us with a request.