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Pre-Award · Engine

RFQ Generator

Paste a scope of work (or upload a spec section), and the AI generates a complete, bid-ready Request for Quotation with line items, exclusions, inclusions, and a vendor bid form.

Engine Phase: Pre-Award Runtime: 25-45 seconds Pro+

What it does

RFQ Generator takes a scope narrative — a few paragraphs, a spec section, or a full bid package — and produces a structured RFQ document: project header, scope sections, numbered line items with quantities and units, inclusions (what vendors must provide), exclusions (what they must not assume), submission instructions, and a blank bid response form.

The output is a JSON structure that renders as a formatted, exportable document. Send it to vendors as a PDF or XLSX; when they respond, the structure lines up cleanly with the Bid Leveling engine for side-by-side comparison.

When to use it

Not the right engine when

You already have vendor bids in hand — go straight to Bid Leveling. RFQ Generator is for the solicitation step, before you've received responses.

What to upload

The engine accepts either pasted text in the scope field or a single document upload. Supported document types: PDF, DOCX, XLSX, CSV, plain text. The engine reads up to 60,000 characters of scope content; longer documents are truncated with a banner warning on the output.

You also set these fields explicitly (each can be inferred from the scope if left blank):

Project name

Used in the RFQ header. Optional — the engine infers it if blank.

Company / Owner

Your company as the solicitor.

Trade / Work Type

Free-form — "Electrical," "HVAC," "Structural steel." Guides line-item granularity.

Bid due

Date vendors must submit by. Appears in the RFQ header and bid-form instructions.

Contact name + email

Who vendors contact with questions.

Required Incoterm

Optional. If set, becomes a mandatory field on the vendor bid form. If blank, the RFQ asks vendors to state their Incoterm basis.

Additional notes

Free-form text for site conditions, union requirements, safety programs, or anything else you want in the RFQ body.

Step by step

  1. Open the engine

    Sidebar → Engines → click the RFQ Generator card.

  2. Paste or upload scope

    Either paste the scope narrative into the text area or drag a file into the upload zone. The engine reads the content into the scope field.

  3. Fill project fields

    At minimum, set the trade and bid-due date. Everything else can be inferred from the scope, but filling it in gives you more control over the header.

  4. Click Run analysis

    Takes 20–40 seconds. The progress bar shows the model thinking, then parsing.

  5. Review the structured RFQ

    Results open with the generated RFQ laid out in sections: project overview, scope sections with line items, inclusions, exclusions, submission instructions, and a blank bid form. Each block is collapsible.

  6. Export

    Top-right of the results: Export PDF for sending to vendors, Export XLSX for vendors who want to fill in-place, Export CSV for machine-readable line items.

  7. Chain to Bid Leveling

    When vendor responses come in, click the Chain to Bid Leveling button at the bottom of the result. The RFQ structure carries forward as the reference spec — Bid Leveling lines up each vendor against these line items automatically.

Understanding the results

Output sections:

Project header

Name, trade, owner, contact, bid due, issue date, Incoterm. Appears at the top of the exported PDF.

Project description

2–3 sentence narrative inferred from the scope, covering project type, size, location if stated.

Scope sections

The AI segments the scope into logical sections (e.g., "Rough-in," "Finish," "Testing"). Each section has a short description and a list of line items.

Line items

Each row: item number, description, quantity, unit of measure, and notes. The AI extracts these from the source scope; if a quantity isn't stated, it writes "TBD" rather than guessing.

Inclusions

Items vendors must include in their price — freight, startup, testing, warranty, training, etc. Inferred from the scope and standard trade practice.

Exclusions

Items outside the RFQ scope — things vendors should not include (and should not assume are theirs). Protects you from apples-to-oranges bids.

Submission instructions

How to submit, what format, what backup documentation is required, bid-bond requirements if any, contact for clarifications.

Vendor bid form

Blank row-per-line-item form vendors fill in. Preserves the line-item structure so responses are directly comparable.

Every control, explained

Run analysis

Sends the scope + metadata to the AI. Consumes one run.

Try with sample data

Renders the Bridgeport Datacenter $45M electrical RFQ as a pre-computed example. Does not consume a run.

Export PDF

Generates a formatted PDF of the RFQ suitable for emailing to vendors.

Export XLSX

Exports a spreadsheet with line items across sheets, preserving sections and the blank bid-form tab.

Export CSV

Flat CSV of line items. Use when you need machine-readable output for another system.

Chain to Bid Leveling

Opens Bid Leveling with this RFQ as the reference spec. Data is carried forward automatically.

Chain to Scope Compliance

Opens Scope Compliance with this RFQ pre-loaded. Use after a single vendor responds and you want to check whether their bid matches what you asked for.

Copy as Markdown

Copies the full RFQ text to clipboard as Markdown — useful for pasting into email or Slack.

Chat with result

Bottom of the page: ask questions about the RFQ. "Rewrite section 3 to be firmer on warranty" or "What would a reasonable alternative Incoterm be?" Answers don't consume runs — chat is metered separately.

Chains

When you're ready for the next step, click one of the chain suggestions at the bottom of the results panel. Data carried forward is marked with a Data tag.

Chains into

Verify Bids Against This RFQ — Upload vendor bids and check them against the RFQ you just generated.
Compare Quotes When They Come In — Level vendor quotes against this RFQ for an apples-to-apples comparison.
Verify Quote vs Invoice — When vendor invoices arrive — compare against the RFQ quote to catch overcharges.

Chained from

Generate RFQ for Item — Create a request for quotation for procurement items that need vendor quotes.

Exports

Troubleshooting

Scope too long — truncation banner

Scope input exceeds 60,000 characters. The engine analyzes the first 60,000 and flags the result as partial. Split the scope into sections (by trade, by building area) and run each separately.

Line items too generic

If the output line items are vague, the source scope is probably narrative-only. Upload spec sections with real numbered items if you have them, or paste a more granular scope. You can also ask the chat: "Regenerate section 2 with more detail."

Wrong Incoterm on the export

Check the Incoterm field before running. The engine respects whatever you set; if blank it leaves the field as a vendor-responsibility prompt.

Vendors respond in a different format anyway

That's fine — Bid Leveling tolerates heterogeneous vendor responses and will still match back against the RFQ.