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CCMS RFP template — 78 vendor questions across 12 categories

The free, vendor-neutral CCMS RFP template Fortune 500 procurement teams use to evaluate component content management systems. Editable Microsoft Word document.

Canonical URL: https://discovercx.com/resources/ccms-rfp-template Last updated: 2026-06-04

What it is

A vendor-neutral CCMS RFP template — 78 specific questions across 12 evaluation categories, written so any honest vendor (including or excluding DiscoverCX) can answer them.

  • Format: Editable Microsoft Word (.docx)
  • Cost: Free, no vendor bias
  • Length: ~20 pages, 78 questions

Why it's vendor-neutral

Most CCMS RFPs leak vendor bias — checkboxes engineered to favor a specific product. This one is intentionally vendor-neutral. If DiscoverCX is wrong for your needs, the RFP should help you find that out faster. We'd rather lose a deal early than win one we shouldn't have.

The 12 evaluation categories

  1. Authoring — DITA / Markdown support, editors, reuse, conditional content, AI co-authoring
  2. Repository — versioning, branching, concurrency, audit, retention
  3. Workflow — states, approvals, scheduled publishing, escalation
  4. Translation — TMS round-trip, locale fan-out, translation memory, ICU
  5. Delivery — headless API, real-time publishing, channels, SDK
  6. Portal — search, personalization, case management, community
  7. Integrations — Salesforce, ServiceNow, Atlassian, Slack, Git
  8. AI — RAG output, Einstein, traceability, copilot grounding
  9. Security — SOC 2, SAML / OIDC / SCIM, encryption, audit logs
  10. Compliance — HIPAA, GDPR, FedRAMP, data residency
  11. Performance — SLA, uptime, latency, scalability
  12. Commercial — pricing model, multi-year, services, support tiers

How to get it

Drop your work email at https://discovercx.com/resources/ccms-rfp-template — we email the .docx and check in once a quarter with new buyer-side content. Unsubscribe anytime.

See also