Free Word download
ERP Requirements Template
One brief you send to every partner so proposals answer the same questions and can be compared line by line.
For: Teams about to request ERP partner proposals.
What's inside
- 13 sections, from business problems and goals to selection timeline.
- Functional scope table with Must / Should / Could priorities for 14 areas.
- Requirements table partners answer as Standard, Configuration, Customisation or Not supported.
- Tables for current systems, integrations, users, roles and must-have reports.
- A list of exactly what every proposal must include, so quotes are comparable.
How to use it
Fill it in with the people who run each process, not just IT. Keep requirements specific and testable. Send the same version to every partner with one deadline for questions and one for proposals.
Get the Word file
Word · 39 KB. Enter your details and the download appears right here.
FAQ
Questions about this download
Is it free?
Yes. Enter your name, work email and company and the download appears on the page straight away.
What happens to my email?
We may send one follow-up to ask whether the template helped. No newsletter, no sequence, and we never share your details.
Who wrote it?
The ERP Builders team, based on the checks we run on our own implementation, integration and migration projects. It is platform-neutral and works with any ERP and any partner.
Can I edit it?
Yes. It is a standard Word file. Change it to fit your project.
How long does it take to fill in?
Most teams need two to four working sessions. A complete brief usually runs 8 to 15 pages.
More free resources
Templates for the rest of the project
Last reviewed: October 16, 2026
Next step
Rather have someone walk you through it?
Book a free 30-minute call with a senior ERP consultant.