Introduction
This template makes it easy to create a complete RFI for potential vendors. It helps streamline early vendor sourcing by ensuring you collect all the key information in a consistent way.
⚠️ Before running this template
We suggest adding your RFI outline template and submission instructions to your Workflow Context.
How this template works
- An Automation agent will review buyer context and sourcing requirements for the target category.
- A Custom Agent then generates a complete vendor RFI document, filling in all sections from the buyer’s perspective.
Why you should use a Generate Vendor RFI template
This template takes the hassle out of RFI creation by automating the process and ensuring you get consistent, relevant information from every vendor. It saves time, improves comparisons, and helps you make smarter, faster vendor decisions with confidence.
Who should use a Generate Vendor RFI template
This template is ideal for procurement managers, operations managers, and any professionals involved in sourcing and vendor management. It is particularly beneficial for businesses looking to establish a formal and consistent RFI process to improve their procurement outcomes.