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Online Community: Request for Proposal Template

When evaluating online community platforms, choosing the right solution for your business is no small matter. 

That's why we made this editable Microsoft Excel spreadsheet for your search, based on what you need (and what you don't) in a community tool.

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What’s in the resource?

“Pull quote from the resource or ABOUT the resource"

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This practical requirements checklist covers 100+ specific features and functionality that you should look for in an an online community platform. The RFP Template provides you a framework for identifying and organizing your software requirements.

We include a checklist that takes into account the perspective of all your company stakeholders, the intended membership (customers, partners and/or employees) and executive management.

This comprehensive checklist includes:

01 Features and functionality

User interface, User Experience, Social & Sharing, Gamification and Reputation, Registration, Content Discoverability, Ideation and Feedback, Knowledge Base. 

01 Features and functionality

02 Security and Infrastructure

Permissions, Moderation & Administration, Advanced Configuration, Data Export, Encryption, Security Audit, Backups, Compliance. 

APIs & Webhooks, Zapier, CRM, 3rd party widgets, Marketing Automation, Ticketing Software, Github.

03 Integrations

04 Professional Services and Support

Support, Professional Services, Deployment, Training, Developer Support, Staging Environment.

What Choosing the Right Online Community Does For Your Organization

Identifying the best online community platform for your organization can save you time, money, and effort from having to switch platforms later. Not only that, you can start to build a culture of scaled customer success: customer resources that encourage self-support,

A great online community tool will be easy to launch, engaging for your customers to use, and provide effective reporting on customer trends.