Introduction

This template helps you build a detailed vendor profile, while aligning the information with your sourcing requirements to support pre-RFI selection.

⚠️ Before running this template

We suggest adding your sourcing rules to your Workflow Context.

How this template works

1. An Operations agent will gather information from the vendor’s website and LinkedIn, including company details, services, clients, and team size. They’ll use this to write a short vendor summary.
2. An Automation agent will then run a workflow using the target category and buyer name to generate sourcing insights and requirements.
3. Finally, an Operations agent will compare the vendor summary and insights against the requirements, score the overall fit, and save the results in a document.

Why you should use a Pre-RFI Vendor Selection template

This template helps you vet vendors faster and more consistently by automating research and collecting the right data upfront. It gives you a clear, structured way to assess fit before sending an RFI - saving time and improving decision-making.

Who should use a Pre-RFI Vendor Selection template

This template is great for procurement teams, operations managers, and anyone involved in choosing vendors. It’s especially useful for streamlining early research and due diligence. Business analysts and project managers can also use it to find and assess vendors for specific projects.