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
- An Operations agent reviews the vendor’s submitted RFI response.
- The agent evaluates the response using the predefined criteria and provides a shortlisting recommendation.
- 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.
