RFI Shortlisting

Accelerates vendor shortlisting before the RFP stage

Use template
AGENTS
Operations Agent
CATEGORY
Operations
INDUSTRIES
B2B Technology
Finance & Professional Services
Small Business
B2C Technology
Healthcare & Wellness
DTC & Ecommerce
Food & Beverage
Logistics & Supply Chain
Manufacturing
Real Estate & Construction
Media & Entertainment
Hospitality
Education

Introduction

This template helps you quickly screen vendors ahead of RFP selection.

⚠️ Before running this template

We recommend adding your sourcing brief to the Workflow Context and updating the shortlisting criteria in Step 2’s Workflow Instructions. To have the final step email the vendor directly, please connect your email in Settings and include the “Email” tool in the last step.

How this template works

  1. An Operations agent reviews the vendor’s submitted RFI response.
  2. The agent evaluates the response using the predefined criteria and provides a shortlisting recommendation.
  3. The agent notifies the vendor based on their evaluation results.

Why you should use an RFI Shortlisting template

This template helps you evaluate a vendor’s RFI response against predefined evaluation criteria and provide clear recommendations. It supports more consistent reviews and improves shortlisting decisions.

Who should use an RFI Shortlisting template

This template is ideal for procurement teams, operations managers, and anyone involved in vendor selection. It’s especially helpful for streamlining shortlisting before the RFP stage. Business analysts and project managers can also use it to quickly evaluate vendors for specific projects.