AI workflows for sourcing and quotes.

Finding suppliers and getting the best terms: sourcing plans, requests for quotes and quote comparisons.

Who does this work

  • Buyer
  • Sourcing specialist
  • Sourcing manager

3 workflow templates ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Compare supplier quotes on the same basis
  2. Prepare a category sourcing plan
  3. Prepare clarification questions for a request for quotation
  4. Write a sourcing brief for suppliersIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Compare supplier quotes on the same basisSets competing quotes or proposals side by side on scope, exclusions, lead time and full cost, with the questions that settle each gap, so the buyer can shortlist.Workflow templatePrepare a category sourcing planFor one spend category, shows spend and suppliers, its supply-risk and spend position, the value levers and a dated sourcing plan for the category owner.Workflow templatePrepare clarification questions for a request for quotationLists the missing details, conflicting revisions and unclear requirements in a quote request or a quote, drafts the questions for suppliers and records their answers.Workflow template
Write a sourcing brief for suppliersPuts requirements, volumes, evaluation criteria and open specification questions into one brief so every supplier prices the same problem.Illustrative · not built yet

Workflow templates

Category sourcing planFor the buyer or operations lead who owns one spend category, such as packaging or IT hardware: its spend and suppliers on one page, where it sits on a supply-risk and spend matrix, the value levers the evidence supports, and a dated sourcing plan. A person chooses the approach.Workflow templateRFQ clarification listA buyer sending drawings and specifications out for quotation gets one list of missing details, conflicting revisions and ambiguous tolerances, and a record of each supplier's answers. The buyer approves every message; the engineer settles every technical question.Workflow templateVendor quote comparisonBefore anyone signs, the person choosing a vendor gets one sheet: the criteria agreed first, every quote costed the same way, and each vendor eliminated with its reason, on hold with the question that settles it, or shortlisted with its trade-offs. A person chooses; contract terms go to your reviewer.Workflow template

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Where to go next

All of procurement and suppliersEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of procurement and suppliers