Online Community: 
Request for Proposal Template

When evaluating online community platforms, choosing the right solution is no small matter. This editable Microsoft Excel spreadsheet is based on our years of helping organizations build communities of all shapes and sizes.

Download Your RFP Template

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    What’s in the resource?

    This practical requirements checklist covers 100+ specific features and functionality that organizations should looking for in an online community platform. It provides a framework for identifying and organizing your requirements from 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. 

    02 Security and Infrastructure

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

    03 Integrations

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

    04 Professional Services and Support

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