Use this pricing workbook to connect RFP requirements to quote lines, quantities, unit prices, cost basis, margin, assumptions, exclusions, alternates, risk, approval owners, and final proposal disposition.
An RFP pricing workbook should capture each quote line, source requirement, product or service, quantity, unit, unit price, cost basis, margin, pricing source, assumption, exclusion, alternate status, risk level, approval owner, review status, and final disposition. The workbook keeps proposal pricing traceable to buyer requirements before submission.
RenderDraw turns the same workbook into an AI quoting workflow that can map requirements to products, services, price books, quote rows, assumptions, alternates, exclusions, margin checks, and human approvals.
Last updated: July 2, 2026. Reviewed by RenderDraw workflow automation specialists.
| Field Group | What to Capture | Why It Matters |
|---|---|---|
| Requirement source | Quote line ID, requirement ID, source section, product or service, and pricing category | Connects every price to the buyer requirement that created it. |
| Price calculation | Quantity, unit, unit price, extended price, cost basis, margin percent, and pricing source | Makes price math reviewable before proposal submission. |
| Commercial scope | Assumptions, exclusions, alternates, options, and final disposition | Prevents optional or excluded scope from being buried in proposal language. |
| Risk and approval | Risk level, approval owner, review status, finance review, executive approval, and notes | Routes high-risk pricing to the right reviewers before the bid is submitted. |
Connect each RFP requirement, source section, product, service, quantity, and pricing source before quote review.
Calculate unit pricing, extended price, cost basis, margin, alternates, assumptions, and exclusions in one reviewable structure.
Route high-risk or margin-sensitive lines to pricing, finance, legal, services, security, and executive owners.