RFQ Creation Agent

Automates RFQ creation by processing requirements, selecting templates, and ensuring compliance with organizational standards.

About the Agent

The RFQ creation agent streamlines the generation of Request for Quotation(RFQ) documents by automating the extraction, classification, and structuring of procurement requirements. It leverages LLMs to intelligently classify requirements, select the appropriate RFQ template, and extract relevant project metadata, ensuring contextual relevance and accuracy.

Drawing from a robust knowledge base that includes historical RFQs, compliance guidelines, and industry-standard templates, the agent ensures that every document adheres to organizational norms. It dynamically aligns requirement inputs with the correct RFQ structure, populates mandatory sections, and validates the content against compliance checklists.

With built-in quality assurance mechanisms, the agent compares newly generated RFQs with historical references to avoid inconsistencies and ensure best practices are followed. From scope definition to evaluation criteria and terms, each section is systematically constructed to meet procurement and legal standards.

Scalable and adaptable, the RFQ creation agent supports multiple export formats and accommodates diverse industry use cases. It significantly reduces manual effort, enhances consistency, and ensures readiness for future enhancements like deeper compliance automation and API-based integrations.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for RFQ Creation Agent:

RFQ Requirement Document

Project Title:
Enterprise IT Infrastructure Management Services for North American Operations


Project Summary

Northbridge Industries Inc., a multinational manufacturing and distribution organization, invites qualified and experienced vendors to submit proposals for delivering end-to-end IT infrastructure management services across our North American sites. This initiative is part of our broader digital transformation strategy aimed at improving operational resilience, cybersecurity posture, and service availability.


Procurement Details

  • Procurement Category: Services
  • Procurement Subtype: Managed IT Services – Infrastructure Operations

Business Context

Due to rapid business growth and increasing digital dependency, Northbridge Industries is transitioning from a decentralized IT support structure to a unified managed service model. We are looking to engage a partner that can bring technical expertise, scalable solutions, and a proactive service approach to manage our infrastructure needs across the U.S. and Canada.


Scope of Work

The selected vendor will be responsible for the following:

  • 24/7 proactive infrastructure monitoring and alerting
  • On-site and remote Level 1, 2, and 3 support for IT operations
  • Network and server administration (Linux, Windows, Cisco, Fortinet)
  • Hybrid cloud operations management (AWS, Azure, VMware)
  • IT asset lifecycle management, including procurement support
  • Patch management and system health checks
  • Incident and problem management using ITIL v4 framework
  • Cybersecurity incident response and forensic analysis
  • Monthly reporting and KPI-based performance tracking
  • Staff augmentation during critical project phases or outages

Project Timeline

  • RFP Issuance Date: May 1, 2025
  • Proposal Submission Deadline: June 15, 2025
  • Evaluation & Selection Period: June 17 – July 5, 2025
  • Contract Award Notification: July 8, 2025
  • Service Commencement Date: August 1, 2025
  • Contract Duration: Initial 3-year term, renewable for an additional 2 years

Service Locations

The service scope includes but is not limited to the following operational sites:

  • Headquarters – New York, NY
  • Regional Office – Dallas, TX
  • R&D Center – San Francisco, CA
  • Manufacturing Plant – Toronto, ON
  • Distribution Center – Chicago, IL

Support must be coordinated across all time zones with localized escalation and response mechanisms.


Technical & Operational Requirements

  • Proven experience managing enterprise-level IT environments with over 5,000 endpoints
  • Familiarity with Microsoft 365, Active Directory, and centralized identity access management
  • Support for DevOps pipelines and container-based infrastructure (e.g., Kubernetes, Docker)
  • Compliance with HIPAA (for healthcare segments), PCI-DSS (for financial processing), and applicable state laws
  • Robust ticketing integration (preferably ServiceNow or Zendesk)
  • Multilingual support team preferred (English/French/Spanish)

Compliance and Regulatory Requirements

  • SOC 2 Type II and ISO/IEC 27001 certification (mandatory)
  • Adherence to NIST 800-53 and CIS Controls v8 for federal-grade security standards
  • U.S. and Canada data residency assurance for sensitive and classified business data
  • Employee background checks and clearance documentation for personnel accessing secured facilities

Estimated Budget Range

USD $2.5M to $3.2M annually, including licensing, staffing, service delivery, and optional enhancements


Proposal Evaluation Criteria

  • Demonstrated industry experience and scale of operations
  • Technical competence, certifications, and staff qualifications
  • Cost structure and pricing transparency
  • Service transition and governance approach
  • References from clients in similar industries or with similar scope
  • Innovation in service delivery and automation

Required Deliverables in Proposal

  • Executive Summary
  • Technical Solution Architecture
  • Resource and Staffing Plan
  • Transition and Knowledge Transfer Plan
  • SLA/KPI Framework
  • Risk Management & Business Continuity Strategy
  • Commercial Proposal and Rate Card
  • Contractual Terms and Assumptions

Contact Person

Jane L. Roberts
Director – Global IT Procurement
Email: jroberts@northbridgeindustries.com
Phone: +1 (212) 555-9823


Additional Notes

  • Shortlisted vendors may be required to participate in a 1-hour technical presentation.
  • Vendors are encouraged to submit clarifying questions by May 20, 2025.
  • All communications must adhere to our procurement ethics policy.

Deliverable Example

Sample output delivered by the RFQ Creation Agent:

Request for Quotation (RFQ)

RFQ Title: Enterprise IT Infrastructure Management Services for North American Operations
RFQ ID: NB-RFQ-IT-2025-045
Issue Date: May 1, 2025
Submission Deadline: June 15, 2025


1. Company Overview

Northbridge Industries Inc. is a U.S.-headquartered multinational leader in industrial manufacturing and logistics, with operations across North America, Europe, and Asia. The company’s digital transformation agenda prioritizes efficiency, resilience, and advanced cyber-secure service delivery across all business functions.


2. Project Overview

Northbridge seeks proposals from qualified vendors to provide managed IT infrastructure services for its North American operations. This includes infrastructure monitoring, cloud operations, incident response, and compliance-driven reporting for multiple facilities in the U.S. and Canada.


3. Scope of Work

3.1 Service Coverage

  • 24/7 infrastructure monitoring
  • L1–L3 help desk and on-site support
  • Server/network administration (Linux, Windows, Cisco, Fortinet)
  • AWS, Azure, and VMware hybrid cloud management
  • Patch management, backups, and upgrades
  • DevOps and container infrastructure support
  • Cyber incident management and forensic response
  • SLA-driven performance reporting

3.2 Locations

  • New York, NY (HQ)
  • Dallas, TX (Regional)
  • San Francisco, CA (R&D)
  • Toronto, ON (Manufacturing)
  • Chicago, IL (Distribution)

4. Technical & Regulatory Requirements

  • Manage 5,000+ endpoints
  • Microsoft 365 and identity access integration
  • HIPAA, PCI-DSS compliance
  • Support for ITIL v4 practices
  • ServiceNow/Zendesk integration
  • SOC 2 Type II and ISO 27001 certification
  • Adherence to NIST 800-53 and CIS Controls v8
  • Canadian and U.S. data residency enforcement
  • Multilingual support (preferred)

5. Key Milestones & Timeline

Milestone Date
RFQ Issuance May 1, 2025
Question Submission Deadline May 20, 2025
Proposal Deadline June 15, 2025
Evaluation & Interviews June 17 – July 5
Contract Award July 8, 2025
Service Start Date August 1, 2025
Initial Term 3 Years
Optional Renewal 2 Years

6. Proposal Evaluation Criteria

  • Vendor’s relevant experience
  • Proposed service model and delivery
  • Team certifications and staffing structure
  • Innovation and automation strategy
  • Cost transparency and alignment with budget
  • Reference checks and client case studies
  • Risk mitigation and continuity plans

7. Budget Guidelines

Estimated spend: USD $2.5M–$3.2M annually, inclusive of labor, tools, and transition services. Pricing must be itemized and scalable.


8. Submission Guidelines

Submit your complete proposal in PDF or DOCX format by June 15, 2025, 5:00 PM EST to:

Jane L. Roberts
Director – Global IT Procurement
📧 jroberts@northbridgeindustries.com
📞 +1 (212) 555-9823


9. Terms and Conditions

  • This RFQ is not an offer to contract.
  • Northbridge reserves the right to reject any or all proposals.
  • Shortlisted vendors will be invited for a 1-hour technical demo.
  • All communications must comply with Northbridge’s Ethics Policy.
  • NDA may be required prior to detailed discussion.

Related Agents