Module 05 · The RFx Toolkit

RFI & RFQ - Discovery and Pricing Tools

Choosing the Right Tool for the Situation

Not every sourcing situation requires the same process. Choosing the wrong RFx type wastes time, frustrates suppliers, and produces poor results.

RFI - Request for Information

The RFI is a discovery tool, not a buying tool. Use it when you need to understand the market before defining your sourcing strategy.

When to Use an RFI

  • You are entering a new category with limited market knowledge
  • You need to pre-qualify suppliers before a formal RFP/RFQ
  • You want to validate your specifications against market capabilities
  • You need to assess the sustainability/CSR credentials of a supplier panel

Key characteristic: Non-binding - information only.

RFQ - Request for Quotation

The RFQ is a price-focused tool for well-defined goods or services. Specifications are locked; you are comparing like for like.

When to Use an RFQ

  • Specifications are clear and non-negotiable
  • The category is commoditized with multiple qualified suppliers
  • Price is the primary differentiator (quality is a prerequisite)
  • You have a pricing model that enables direct comparison

Key characteristic: Generally binding on quoted price/terms.

💡 Best Practice: Keep your RFI short and focused. Suppliers invest time to respond; if your RFI is 50 pages, serious suppliers may decline to participate.
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