Request for Information (RFI) Template

Create a professional RFI document to gather supplier information, evaluate capabilities, and make informed business decisions. This template helps you collect standardized responses for easy comparison.

Request for Information (RFI) Template

A Request for Information (RFI) is a formal business document used to collect written information about supplier capabilities, products, or services. This standardized template helps organizations gather detailed information to make informed decisions about potential partnerships or purchases.

What This Template Is For

This RFI template is designed to help organizations systematically gather information from potential suppliers or partners. It creates a structured format for collecting comparable data about vendor capabilities, experience, and offerings. The template ensures consistency in information gathering and helps establish a foundation for future Request for Proposal (RFP) or Request for Quotation (RFQ) processes.

When To Use This Template

Use this RFI template when you need to:

  • Research potential suppliers or service providers
  • Gather market intelligence about available solutions
  • Prepare for a future RFP or RFQ process
  • Compare capabilities across multiple vendors
  • Explore new technologies or services
  • Develop a shortlist of qualified suppliers

How To Customize It

Follow these steps to customize your RFI:

  1. Define your information requirements clearly in the Purpose section
  2. Adjust the company background section to reflect your organization
  3. Modify the supplier questions based on your specific needs
  4. Set appropriate response deadlines and submission requirements
  5. Add or remove sections based on your industry and requirements
  6. Include relevant evaluation criteria if applicable

Common Use Cases

Organizations commonly use RFIs for:

  • IT system implementations
  • Professional service provider selection
  • Manufacturing partner evaluation
  • Software solution research
  • Construction project planning
  • Vendor capability assessment

Best Practices

  • Keep questions clear and specific
  • Request measurable, comparable information
  • Set realistic response deadlines
  • Include a clear submission process
  • Maintain consistent evaluation criteria
  • Follow up with clarifying questions as needed

Template Variations

Consider these variations based on your needs:

  • Technical capability RFI
  • Service provider RFI
  • Product supplier RFI
  • Construction project RFI
  • Software solution RFI

Success Stories

Organizations have successfully used this RFI template to:

  • Identify qualified IT service providers
  • Select manufacturing partners
  • Evaluate software solutions
  • Choose construction contractors

Frequently Asked Questions

What's the difference between an RFI and RFP?

An RFI is used to gather information and research options, while an RFP is used to solicit specific proposals and pricing for a defined project or purchase.

How long should suppliers have to respond to an RFI?

Typically, organizations allow 2-4 weeks for RFI responses, depending on the complexity of information requested.

Should we include pricing questions in an RFI?

RFIs typically focus on capabilities rather than pricing. Detailed pricing discussions are usually reserved for subsequent RFP or RFQ processes.

How many suppliers should we send an RFI to?

Send the RFI to enough suppliers to get a good market overview - typically 5-10 potential vendors depending on your industry.

Can we reuse RFI responses for an RFP?

Yes, RFI responses often inform RFP requirements and can be referenced during the RFP process to ensure consistency.