The purpose of this pack is to document the key information for an RFx so the virtual account team can

respond to a proposal as easily as possible.

With the assistance of the Account Executive, Solution Adviser and Client Partner, the Proposal Manager
ensures that the content is as complete as possible prior to the Kick-Off Meeting.
The pack is designed to be presented at the Kick-Off Meeting and forms the agenda for the meeting. Any
outstanding items that haven’t been completed prior to the meeting, can be completed during the meeting.
Please note that the structure and content of the following slides are a guide only and can be altered to suit
the opportunity.

[Customer Name] [Opportunity Name]

Bid/Proposal Kick-off Presentation
Briefing Pack
Month 00, 2022

FOR INTERNAL SAP AND PARTNER USE ONLY

Overview of Opportunity Account Executive
to complete

RFx Profile Overview

 Customer:  [Insert project details, prior customer
 Solution/Service: relations]
 CRM Opp:  [insert unique opportunity details, i.e.
 Due Date: multiple responses with partners]
 [Previous customer experience, i.e.
 Estimated License Value:
proposed references]
 Please review attached ROR (Risk &
Opportunity cost Review) to provide
prompts on areas that require further
fact finding and for the purpose of
addressing responses in a particular
way if necessary:

[Embed ROR Spreadsheet]

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Solution Overview Solution Advisor
to complete

SAP components in scope:

 [insert text]

Solution Objectives / Requirements:

 [insert text]

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Services Overview Service Advisor
to complete

Delivery
 [Insert implementation partner details, i.e. SAP Consulting prime or external SI]
 [Expected length and cost of implementation]
 [Further details on implementation, i.e. requirement for CDP]

Support and Education

 [Insert type of Support offering/s, i.e. Standard, Enterprise, Max Attention,
Safeguarding]
 [Insert type of Education offering/s, i.e. Productivity Pak, End User Training,
Preferred Card, On site Training]

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Bid Overview

[Embed RFx WorkBook The embedded document includes

Spreadsheet] the following:
 Resource allocations for
documentation
 Bid Schedule (deadlines and internal
milestones)
 Action Log
 Customer Q&A

The RFx Workbook will be

maintained and referenced by the
Proposal Manager throughout the
RFx process.

©2022 SAP SE or an SAP affiliate company. All rights reserved. ǀ FOR INTERNAL SAP AND PARTNER USE ONLY 5
Housekeeping Proposal Manager
to complete

 Clarification Questions to [Customer] – If you have clarifications, they must be

in writing and sent to [contact name], [contact email].
 Document Template – Take a copy and add your initials to the filename and
provide your responses in the appropriate template saved on the [insert directory
name] [insert file path], ensuring you maintain existing formatting.
 Submission of Content – Save final content under the [insert directory name]
[insert file path]
 Attachments – Save attachments under the [insert directory name] [insert file
path/subfolder]. Please reference the attachments as follows: “Please refer to
Attachment XX: [Name of Attachment]” within the body of the template. Ensure
that the Attachment name is the same as that in the template.
 Solution Name - Please refer to the Solution as “[insert solution name]”
 Briefing Pack – The master version of this document will be saved under the
[insert directory name] [insert file path]

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Thank you