RFI Management

Template

Obtaining knowledge is always good even more so on companies you can end up having business with. The RFI was developed thinking of these situations. This template helps manage the information of companies who are partners or may be partners.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Product/service needed
  2. Request description
  3. Product/service technical requirements
  4. Available budget
  5. Supplier
  6. Supplier’s name
  7. Supplier’s email
  8. Supplier’s contact
  9. Address
  10. State
  11. Country
  12. Postal code
  13. Ideal supplier requirements
  14. Supplier research leader

Non-disclosure agreement

  1. Interest levels
  2. NDA
  3. Answer deadline
  4. Does the supplier agree with the NDA?
    • Yes
    • No
  5. Adjustments needed
  6. Attach the NDA.

Supplier information

  1. Detailed information about the company
  2. Company size
  3. Company headquarters
  4. Number of employees
  5. Market value
  6. Annual income
  7. Market share (%)
  8. Target customers
  9. Detailed product/service specifications
  10. Quality specifications
  11. Technology used in the product/service
  12. Product/service price range
  13. Is the supplier able to meet requirements in case of increase in demand?
    • Yes
    • No

Supplier qualification

  1. Supplier pros & cons
  2. Does the supplier meet the established requirements?
    • Yes
    • No
  3. Does the price range fit our budget?
    • Yes
    • No
  4. Can the supplier offer us a solution to our problems?
    • Yes
    • No
  5. Overall supplier score
    • Very satisfied
    • Somewhat satisfied
    • Neutral
    • Somewhat dissatisfied
    • Very dissatisfied
  6. Supplier feedback
  7. Attachment: supplier evaluation
  8. About the product/service offered by the supplier
  9. Product/service pros & cons
  10. Does the product/service meet the established requirements?
    • Yes
    • No
  11. Does the product/service solve our problem?
    • Yes
    • No
  12. Overall product/service score
    • Very satisfied
    • Somewhat satisfied
    • Neutral
    • Somewhat dissatisfied
    • Very dissatisfied
  13. Product/service feedback
  14. Attachment: product/service evaluation

Accepted

Rejected

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