Logistics / Free editable template

RFQ and sourcing process template

A request for quotation is only as good as the comparison at the end. This board sets out the RFQ dates from issue to award, then compares four supplier bids by landed cost per unit, split into price, freight, duty and packing, and scores them against weighted criteria for cost, quality, lead time, capacity and sustainability, ending with an award recommendation.

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RFQ and sourcing process example showing rfq dates from issue to award, landed cost per unit as stacked bars for each bid, weighted scorecard and award recommendation
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Set the dates

    Publish the dates for questions, bids, scoring, negotiation and award with the RFQ, and stick to them.

  2. Compare landed cost

    Add freight, duty and packing to each unit price. The cheapest quote is often not the cheapest delivered.

  3. Score and decide

    Agree the weights before bids arrive, score each supplier and write down why the winner won.

Questions about this template

Can I change the scoring weights?

Yes. Edit the weight for each criterion so they total 100%, update each supplier's scores and recalculate the weighted score row.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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