Agentic RFQ & Quoting · Playbook

Your buyers shouldn't spend their day running RFQs.

How AI agents can expand quoting coverage while buyers stay in control of sourcing decisions.

  • Ungated, practical guide
  • Buyer approval on every decision
  • Full audit trail

RFQ AGENT · LIVE RUN

Part 7741-B · Rev C
  1. Part flagged for re-quoteAGENT
  2. Approved spec + current revision pulledAGENT
  3. Approved suppliers selectedAGENT
  4. RFQs sent · suppliers chasedAGENT
  5. Price, lead time, MOQ normalizedAGENT
  6. Recommendation preparedAGENT
  7. Buyer reviews and approvesBUYER

Agent is preparing the work. The decision waits for your buyer.

01 · The capacity bottleneck

You know what should be re-quoted. Running it is the problem.

Pulling specifications, routing RFQs, chasing suppliers and comparing responses consumes scarce buyer time. An agentic RFQ workflow handles the repeatable preparation, follow-up and comparison, then puts a recommendation in front of the buyer.

The re-quote gap

Illustrative

Spend that should be re-quoted
Spend your team actually has time to quote

Untouched spend: the re-quote backlog

Agents close the gap by taking on the execution, so coverage is no longer limited by buyer hours.

  1. 01

    Distributor parts

    High volumes and frequent price changes, yet rarely re-quoted because each round takes time.

  2. 02

    Purchased-for-resale

    Strategic items where margin depends on price, but sourcing them properly competes with everything else.

  3. 03

    Tail spend

    Many small parts that add up, but never reach the top of a buyer's list.

02 · The eight-step workflow

The agent runs the process. The buyer holds the gate.

Select any step to see what happens there. The orange step is the human approval gate.

Example quote comparison

Normalized by the agent. Illustrative figures.

SupplierPriceLead timeMOQLanded cost
Supplier A$12.502 weeks100$1,250
Supplier BRecommended$11.804 weeks200$1,180
Supplier C$13.102 weeks100$1,310

Agent rationale: Supplier B has the lowest landed cost. Its 4-week lead time and 200 MOQ need to fit your demand plan. The buyer makes the call.

Audit trail

  1. RFQ sent to 3 approved suppliers

    Day 1 · agent

  2. 2 follow-ups sent

    Day 3 · agent

  3. All responses normalized

    Day 4 · agent

  4. Supplier B recommended

    Day 4 · agent

  5. Approved by buyer

    Day 5 · buyer

  6. Decision and ERP update logged

    Day 5 · per implementation

ERP updates depend on the implementation you agree.

03 · Who does what

Agents prepare, follow up, compare and recommend. Buyers decide.

The agent

Repeatable execution

  • Pull approved specs and current revisions
  • Route RFQs to approved vendors
  • Send, chase and track responses
  • Normalize price, lead time and MOQ
  • Recommend options with a rationale
  • Log every action to the audit trail

The buyer

Strategy and judgment

  • Set sourcing strategy and guardrails
  • Judge trade-offs between price, lead time and risk
  • Handle exceptions the agent escalates
  • Approve any supplier or source change
  • Qualify new sources before they are used

04 · Readiness and controls

Is your data ready for an RFQ agent?

Tick what your team already has in place.

0/5

Start here: the agent is only as good as the parts, vendor and contact data behind it.

When something doesn't fit, a person steps in

  1. 01

    Data is missing

    No current revision or supplier contact? The part is flagged for buyer review instead of going out incomplete.

  2. 02

    Quotes can't be compared

    Different units, terms or specs? The RFQ routes to the manual process rather than forcing a comparison.

  3. 03

    An exception needs judgment

    A new source, an unusual price or a guardrail breach escalates to the named owner, and the outcome is recorded.

05 · How to measure value

Set the baseline before the first agent runs.

  1. %

    Spend quoted

    Share of addressable spend that actually gets quoted.

  2. Δt

    RFQ cycle time

    Time from trigger to buyer decision.

  3. hrs

    Buyer hours

    Time returned to sourcing strategy and supplier work.

  4. $

    Realized savings

    Savings that reach the P&L, tracked against the baseline.

Savings identified

What the comparison shows is possible.

Savings realized

What is approved, ordered and paid at the new price.

Where to go from here

Step 2 · Optional

Pick your first quoting workflow

In a short working session, we scope one narrow quoting workflow with you: how your team chooses spend to re-quote, and what limits RFQ capacity today.

Request a working session