Procurement / Sourcing Management Live

RFQ Creation

Turn an informal purchase request into a publishable RFQ — requirements structured, missing detail named before it reaches suppliers, and the document built from your own approved format.

About the Agent

Challenges RFQ Creation addresses

Done by hand, sourcing management means gathering what is being bought and sourcing parameters, working through 4 separate passes over the same material, then producing ready to publish?, what happens next and draft rfq. None of it is difficult and all of it is exacting, which is the combination people are worst at holding. The errors that matter are the ones a tired reader does not notice, and they surface later — in a reconciliation, or in somebody’s reply. It waits until someone remembers it, which is usually the point at which it has become urgent. As volume grows the work does not get harder, only longer, and the first thing to go is the checking.

RFQ Creation runs that same sequence end to end and returns the result as structured artefacts. What it cannot settle it hands over rather than guesses at, and your correction is kept: it asks “Would you send this RFQ out?” after every run, and those answers become the set it is measured against. Nothing that moves money, alters a contract or reaches a customer executes without human approval, and every action is written to an audit log. The gain is in the volume that no longer has to be read, not in removing the judgement.

How it works

Step 1: Pulling your RFQ format and sourcing rules

First of 4. It works from what is being bought and sourcing parameters and feeds the step after it.

Key Tasks:

  • Working from the run so far: This step takes what is being bought and sourcing parameters and carries it toward step 2.
  • Following the same rules each time: The behaviour is configuration rather than judgement made fresh per run, so sourcing management is handled the same way every time.
  • Surfacing what it cannot settle: Anything ambiguous is passed on as ambiguous rather than resolved silently.

Outcome:

  • Passed on: The result passes to the next step, with anything unresolved carried forward as an open item rather than dropped.

Step 2: Structuring the requirement

Step 2 of 4. It takes what step 1 produced and hands its result to step 3.

Key Tasks:

  • Handling the requirement: The work at this step is the requirement, scoped to that and not extended to anything the run has already settled.
  • Leaving the record behind it: What this step did and what it decided are written down, so the result can be traced without re-running the step.
  • Working from the run so far: This step takes what step 1 produced and carries it toward step 3.

Outcome:

  • The requirement handled: The result passes to the next step, with anything unresolved carried forward as an open item rather than dropped.

Step 3: Writing the RFQ

Step 3 of 4. It takes what step 2 produced and hands its result to step 4.

Key Tasks:

  • Writing from the run, not from a template: The text is built from what this run actually found, so two sourcing management outputs differ where the underlying records differ.
  • Leading with what needs a decision: The exceptions come first and the routine detail follows, because the reader is deciding rather than reading.
  • Staying inside the evidence: Nothing appears in the text that is not supported by a record the run examined. Gaps are stated as gaps.

Outcome:

  • Artefact ready: A finished artefact, traceable line by line to the records behind it, ready for a person to accept or correct.

Step 4: Deciding whether this can go to market

Last of 4. It takes what step 3 produced and produces ready to publish? and what happens next.

Key Tasks:

  • Following the same rules each time: The behaviour is configuration rather than judgement made fresh per run, so sourcing management is handled the same way every time.
  • Surfacing what it cannot settle: Anything ambiguous is passed on as ambiguous rather than resolved silently.
  • Handling whether this can go to market: The work at this step is whether this can go to market, scoped to that and not extended to anything the run has already settled.

Outcome:

  • Whether this can go to market handled: The result passes to the next step, with anything unresolved carried forward as an open item rather than dropped.

Step 5: Your review, and what it changes

The run ends with a person, not with a result being filed.

Key Tasks:

  • Asking a specific question: It asks “Would you send this RFQ out?” rather than for a rating. A question about this run is answerable; a score out of five is not.
  • Keeping the correction: What you change is recorded against the case that produced it, so the disagreement is retrievable rather than absorbed.
  • Building the evaluation set: Those cases become what the agent is measured on. It is scored against your judgement rather than against a general benchmark.

Outcome:

  • A measured agent, not an assumed one: The cases RFQ Creation handles well and the cases it does not are both visible, and the second list is the one that decides what changes. Nothing is retrained silently on the back of a single correction.

Why use RFQ Creation?

  • Answers from your own material: It retrieves from a knowledge base you populate — your policies, contracts and reference documents — so its decisions follow how your business actually operates rather than a general model’s assumptions. Sources are cited alongside the result.
  • Every statement cites its source: Findings come back with the records behind them, so a reviewer can check a claim instead of deciding whether to trust it. An assertion with no source is the expensive kind to discover late.
  • Checks are evidenced, not asserted: Each check records what was expected and what was found. A failure can be understood — and argued with — without re-running anything.
  • Corrected by the people using it: After each run it asks “Would you send this RFQ out?”. Those answers become the evaluation set, which means it is measured against your judgement rather than ours.
  • Reads and reports, does not act: It returns a result for review rather than writing changes back on its own. Anything that moves money, alters a contract or reaches a customer needs human approval first.

Oversight

Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.

Sourcing Management

Other agents in sourcing management

Sourcing, suppliers, contracts, purchase orders and the paperwork between them

  • Sourcing Management Live

    Procurement Policy Advisor

    Answer a buyer's policy question from your own procurement policy, with every statement traced to the clause it came from — and hand over to a person when the policy does not actually settle it.

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  • Sourcing Management Live

    RFQ Broadcast

    Work out which of your suppliers should receive this RFQ and draft the covering email for each — with every draft held for approval and the excluded suppliers listed with a reason.

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  • Sourcing Management Live

    RFQ Response Evaluation

    Score supplier quotes against weighted criteria you set, with a comparison table showing where each one won or lost.

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  • Sourcing Management Live

    RFQ Response Intake

    Turn the responses that have arrived into an organised bid packet — which supplier sent what, which documents the RFQ asked for and never came, and which files cannot be read at all.

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  • Sourcing Management Live

    RFQ Response Screening

    Put every supplier response through the RFQ's own mandatory requirements before anyone scores it — so a non-compliant bid is stopped at the gate rather than argued about in committee.

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  • Sourcing Management Live

    RFQ Screening Compiler

    Score every compliant response against the same weighted criteria and compile the result into one comparison sheet — with the export payload an evaluation record can be built from.

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Next Step

Deploy RFQ Creation, or adapt it

It runs as-is. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.

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  • No sales script
  • NDA on request
  • Scoping notes sent within 48 hours
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