Procurement / Sourcing Management Live

RFQ Screening Rules

Turn a finalised RFQ into the rules responses will actually be judged by — pass/fail gates, weighted criteria and the evidence each one needs — written down before the first response arrives.

  • Run on demand
  • ~6 credits per run
  • v1.0.0

What does RFQ Screening Rules do?

RFQ Screening Rules is a production AI agent in the procurement section of the Leverge agent store, built for the sourcing management process. Turn a finalised RFQ into the rules responses will actually be judged by — pass/fail gates, weighted criteria and the evidence each one needs — written down before the first response arrives. It runs on demand, works through 3 steps and returns 4 outputs, including what these rules will and will not catch.

What it needs

  • The finalised RFQ

    File upload

    Rules are derived from this document only. What the RFQ did not ask for cannot be scored.

    pdf docx txt md

  • Scoring settings

    Form

What it does

  1. Reading the RFQ
  2. Deriving the screening rules
  3. Writing what these rules will and will not catch

What you get back

  • What these rules will and will not catch Written summary
  • Pass/fail gates Verification checklist
  • Scored criteria Table of results
  • Cannot be scored as written Flagged exceptions

After each run it asks: “Would you screen responses with these rules?” Answers feed the evaluation set, so the agent is measured against your own judgement rather than ours.

When it runs

Run on demand

Oversight

Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.

Sourcing Management

Other agents in sourcing management

Sourcing, suppliers, contracts, purchase orders and the paperwork between them

  • Sourcing Management Live

    Procurement Policy Advisor

    Answer a buyer's policy question from your own procurement policy, with every statement traced to the clause it came from — and hand over to a person when the policy does not actually settle it.

  • Sourcing Management Live

    RFQ Broadcast

    Work out which of your suppliers should receive this RFQ and draft the covering email for each — with every draft held for approval and the excluded suppliers listed with a reason.

  • Sourcing Management Live

    RFQ Creation

    Turn an informal purchase request into a publishable RFQ — requirements structured, missing detail named before it reaches suppliers, and the document built from your own approved format.

  • Sourcing Management Live

    RFQ Response Evaluation

    Score supplier quotes against weighted criteria you set, with a comparison table showing where each one won or lost.

  • Sourcing Management Live

    RFQ Response Intake

    Turn the responses that have arrived into an organised bid packet — which supplier sent what, which documents the RFQ asked for and never came, and which files cannot be read at all.

  • Sourcing Management Live

    RFQ Response Screening

    Put every supplier response through the RFQ's own mandatory requirements before anyone scores it — so a non-compliant bid is stopped at the gate rather than argued about in committee.

Next Step

Deploy RFQ Screening Rules, or adapt it

It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.

Book a Technical Call
  • No sales script
  • NDA on request
  • Scoping notes sent within 48 hours
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