# A field sales software RFP template for the Friday that does not match

You need a field sales software RFP template because the last demo answered a pipeline question and left the knock, the territory, and the payout on three other tabs. Knockdesk is field sales software. The list on this page is the jobs on the desk, with a Knockdesk column you can print and a blank column for the other vendor.

## How to use this field sales software requirements checklist

The list only pays off if you fill it while the other vendor is still talking. Friday's argument starts when you bought a live connection and still cannot see whether the knock happened.

1. Print or save PDF from the list. Checks stay in this browser.
2. Read the Knockdesk column. Yes is a control on the desk. No is a job this desk does not do.
3. Write the other vendor's answers in the blank column during their demo.
4. Bring the printed list to the Knockdesk walkthrough and mark what still needs a boundary.

## What Knockdesk does not do

Treat this as a CRM requirements checklist field sales managers actually fill, including the live sync you will not get here. If the buy depends on HubSpot, Salesforce, or Zapier staying live, this is not the desk.

**No integrations.** Knockdesk has no third-party integrations. Import and export stay a file.

**No live CRM sync.** There is no live CRM, Zapier, HubSpot, or Salesforce sync.

**No live whisper.** Script score and the coaching inbox run after the door. Nothing speaks in the rep's ear during the call.

**No political canvassing.** Knockdesk is not built for political canvassing.

**No retail shelf audits.** Knockdesk is not built for retail shelf audits or order taking.

## A printed list still needs a boundary

After you mark the rows, Friday still needs an area a rep can hold. You draw the territory, then cut turf inside it, with a weekly visit target on that place. The sample cards on this page, North ridge at 186 pins and 42 percent complete, and Harbor loop at 94 pins and 18 percent complete, are a sample, not a customer result. Full desk is on the pricing page.

## After you print the list

- [Field sales resources](/resources): The hub this checklist sits on, with the fit quiz and the cost calculator.

- [Full desk pricing](/pricing): One seat: Full desk.

- [Field sales software buyers guide](/guides/field-sales-software-buyers-guide): How to choose after you have marked the jobs on this list.

- [Which field sales software is right for me](/quizzes/field-sales-software-fit): Eight questions. The result can name Knockdesk or another product.

- [Sales territory mapping](/features/sales-territory-mapping): Draw the territory and cut turf inside it after the list is marked.

## FAQ

### What is a field sales software RFP template?

It is a list of jobs a field desk has to do, with a Knockdesk column and a blank column for another vendor. Knockdesk is field sales software. Print the list, mark the No rows, and take it to the demo.

### Does this field sales software requirements checklist hide jobs Knockdesk cannot do?

No. Third-party integrations, live CRM sync, live whisper, political canvassing, and retail shelf audits are marked No.

### Can I use this as a CRM requirements checklist field sales teams take to a demo?

Yes. Use it that way. The live HubSpot, Salesforce, and Zapier rows are No. Leads move by import and export.

### Does Knockdesk connect to HubSpot, Salesforce, or Zapier?

No. Knockdesk has no third-party integrations. There is no live CRM, Zapier, HubSpot, or Salesforce sync.

### Does Knockdesk whisper during the call?

No. Script score and the coaching inbox run after the door. There is no whisper in the rep's ear.

### How much does Knockdesk cost?

Full desk is on the pricing page. There is no second Knockdesk tier.

### Is there a free trial?

No. A free trial is not open. Book a walkthrough.

### Do I need an account to use the list?

No. Checks save in this browser. Use Print or save PDF on the list.