Step 02 · Sourcing & RFx Suite

Sourcing & RFx Suite

Take a purchase need from requisition through RFI/RFP/RFQ, AI-assisted evaluation, and negotiation to a ready-to-issue purchase order — all inside one governed workflow.

#sourcing#RFx#RFI#RFP#RFQ#AI questionnaire#negotiation bot
Talk to Sales

Module capabilities

Everything included in Sourcing & RFx Suite

01Key capabilities

AI-Assisted Requisition & Event Setup

Every sourcing event starts with a cleaner requisition — priced, categorised, and pre-populated before it reaches procurement.

Purchase Requisition (PR) — creation, approvals, and templates let a requestor raise a formal request that's routed through approvals before it becomes a sourcing event, turning an ad hoc request into a traceable, governed document from the very first step.

PR Line-item Bulk Upload — instead of typing each line item into a PR by hand, teams can bulk-upload an entire requisition (SKUs, quantities, specifications) from a standard Excel template, which matters most for large multi-line procurement events.

PR Budget Exceed Alerts — as a PR is built, the system checks its value in real time against the requesting department's remaining budget and raises an alert the moment it would exceed that allocation, catching an over-budget request before it reaches an approver instead of after.

AI Web Benchmark Search (AI) — at the PR stage, an AI-powered web search pulls current market pricing for the requisitioned item, giving the requestor and approver a benchmark figure to sanity-check the requested price against before the PR moves to sourcing.

HSN / Subcategory Intelligence (AI) — the system reads the item description on a PR and automatically suggests the correct HSN code and category/subcategory classification, reducing the manual tagging errors that typically cause tax and reporting issues downstream.

Suggested Supplier Recommendation (AI) — based on the item's category and the organisation's sourcing history, AI recommends a shortlist of suppliers likely to fit the requisition, so the requestor isn't starting the vendor search from a blank page.

Predefined T&C Attachment — standard terms and conditions templates can be attached to a PR or RFx in one step, ensuring every sourcing event carries the organisation's approved legal and commercial language without anyone re-typing or re-attaching it each time.

PR Template Library — frequently requisitioned items or recurring categories can be saved as reusable PR templates per category or department, so a repeat purchase takes seconds to raise instead of being built from scratch every cycle.

RFx Publishing Scheduler — an RFx event can be built in advance and scheduled to go live at a specific future date and time, letting sourcing teams prepare events ahead of a calendar deadline without babysitting the publish button.

Event Cloning / Duplicate RFx — a past RFx event can be cloned in full (questionnaire, supplier list, and terms included) to launch a repeat sourcing exercise quickly, which is especially useful for categories re-sourced on a regular cycle.

Temporary Vendor Onboarding — vendors relevant to only a single sourcing event can be onboarded through a lightweight, temporary/guest path rather than the full supplier master process, keeping one-time participants out of the permanent vendor database.

Vendor Invitation CC Emails — when inviting vendors to an RFx, additional internal or external contacts can be CC'd on the invitation email automatically, keeping stakeholders like a category head or finance contact in the loop without a separate forward.

02Key capabilities

Structured RFI / RFP / RFQ & Evaluation

A fully digital sourcing event with weighted questionnaires and defensible, side-by-side evaluation.

RFI / RFP / RFQ Management — the suite manages the complete RFI, RFP, and RFQ lifecycle end to end, from drafting through supplier response collection to closure, so a sourcing event doesn't fragment across email, spreadsheets, and a separate scoring file.

AI Questionnaire Builder (AI) — rather than drafting a questionnaire from a blank template, this reads the underlying PR (category, specs, quantities) and generates a structured, section-based draft with suggested weighting, which the sourcing team edits before publishing.

Milestone Management Engine — every RFx event runs against a milestone framework (submission deadlines, evaluation windows, award dates) with automatic notifications at each stage, so timeline governance doesn't depend on someone remembering to chase a deadline manually.

Section-based Questionnaire — questionnaires can be broken into weighted sections (technical, commercial, compliance, etc.), so the final evaluation score reflects how important each dimension actually is rather than treating every question equally.

Question Library — a reusable bank of previously used questions can be searched and bulk-imported into a new questionnaire, so a sourcing team isn't reinventing standard technical or compliance questions for every new event.

Two-Packet Evaluation — this physically separates a supplier's technical response from their commercial (pricing) response, so the technical evaluation team scores capability and quality without ever seeing the price, keeping the assessment free of price bias.

TC1 / TC2 / TC3 Comparison — for events needing more than one negotiation pass, this runs multiple rounds of techno-commercial evaluation and re-ranks suppliers as L1, L2, and L3 after each round, showing how the competitive order shifts as prices and terms are refined.

Vendor Evaluation Engine (AI) — the evaluation engine compares each supplier's technical and commercial response side by side, using AI-assisted scoring to highlight where one bid outperforms another on specific criteria rather than leaving the comparison to a manual line-by-line read.

Supplier DB Selection — vendors can be invited to an RFx event by selecting them directly from the internal supplier database, so an event's invitee list is drawn from already-vetted, onboarded suppliers rather than a manually compiled email list.

03Key capabilities

Negotiation, Approvals & PO Handoff

Move from shortlist to award with AI-backed negotiation and clean governance.

AI Bid Analysis (AI) — once bids are in, this reviews each response for risk factors, compliance gaps, and specific strengths and weaknesses, giving the evaluation team a structured starting point instead of reading every submission cold.

Negotiation Bot (AI) — the negotiation bot runs structured, automated negotiation rounds with shortlisted suppliers within pre-configured target and floor prices, and escalates to a human negotiator the moment a supplier's counter-offer falls outside those limits.

Multi-stage Approvals — sourcing decisions move through configurable multi-stage approval workflows, giving finance, category management, and leadership their own checkpoint before an award becomes final.

Manual + AI Combined Scoring (AI) — evaluators can combine their own manual scores with AI-generated analysis into a single hybrid evaluation score, keeping human judgement in the loop while still benefiting from AI-flagged risk or compliance signals.

Multi-stage RFx Approvals — RFx-specific approval workflows can be configured with their own threshold rules, for example requiring an extra sign-off above a certain contract value, separate from the general PO or PR approval chain.

Purchase Orders (PO) — once an RFx is awarded, a purchase order can be generated directly from the winning response, carrying over pricing, terms, and line items without anyone re-typing the award into a fresh PO.

Why teams choose this module

AI Questionnaire Builder

Generates full RFx questionnaires directly from the purchase requisition.

TC1/TC2/TC3 Evaluation

Multi-round techno-commercial comparison with automatic L1/L2/L3 ranking.

Negotiation Bot

Runs structured, automated negotiation rounds with shortlisted suppliers.

Got questions

Frequently asked about Sourcing & RFx Suite

Can the AI questionnaire builder start from an existing PR?

Yes. It reads the purchase requisition — category, specs, and quantities — and drafts a section-based questionnaire with suggested weighted scoring, which your team can edit before publishing.

What is the difference between the two-packet evaluation and TC1/TC2/TC3?

Two-packet evaluation separates technical and commercial responses so pricing doesn't influence the technical score. TC1/TC2/TC3 goes a step further, running multiple negotiation rounds and re-ranking suppliers (L1/L2/L3) after each round.

Does the negotiation bot replace human negotiation entirely?

No — it runs structured, rule-based negotiation rounds (target price, floor price, response windows) and escalates to your sourcing team whenever a supplier response falls outside the configured limits.

Connected modules

Works best alongside

Ready to deploy

Automate your Sourcing & RFx Suite

Cut cycle times, eliminate manual errors, and unlock procurement efficiency — fully integrated into your existing infrastructure.

Talk to Sales