Before you start // who can use this feature?

Users on any plan
Learn about RFIs and their benefits

Let’s get started 

You can access all RFIs from the Buyer Inbox page found in the left-side nav bar.
To create a new RFI, click on the Create RFI button. 

There are six essential steps in creating and sending your RFI within Track:

Step 1: Decide how much personal and company info to share with vendors

The first step is deciding how much information to share with vendors.

  • Share basic details helps vendors get a better picture of who you are. Attaching a face to a question adds that extra human touch that could mean the difference between a response and no response. 
  • Remain anonymous allows you to hide your name and company name. 

In either case, your email will always stay confidential. 

Step 2: Add an introduction

Although this step is optional, we highly recommend including an introduction. 

This is the best time to clearly let the vendor know:

  • What is driving the project
  • What problem you are trying to solve
  • What your primary pain points are
  • When you need the problem solved by

Informing the vendor with as much project context will help maximize responses and the value gained from the request.

Step 3: Ask great questions

Asking questions is easy. Asking great questions is tough. Really tough. 

Writing an effective RFI takes a good deal of time, effort, and skill, but you can reduce the amount of time planning a project by being as clear as possible about the problem you are intending to solve. Ask direct questions and avoid mixing issues in the RFI as it may cause confusion and delays in response time.

To add a question, choose between using commonly asked questions or creating your own question. You'll have the ability to include up to 10 questions in your RFI. 

  • Use common questions is a curated list of commonly asked questions in RFIs. You can search through these questions to help you get an idea of what to ask vendors.
  • Create your own questions to ask project-specific questions.

Questions can be added in 3 different formats:

  • Text Questions allow vendors to respond in a short text or numerical answer to your question.
  • Multiple Choice Questions allow vendors to choose one answer from your provided values. 
  • Checkbox Questions allow vendors to select multiple answers from your provided values.

You can edit questions at any time (including any common questions you've selected), but some editing limitations will apply once the RFI is sent.

Tip: You can require vendors to answer in video format by toggling video response required. 

Step 4: Add additional details

This step is also optional, but it's a good place to give more project context surrounding your purchase timeline and budget. 

Step 5: Invite vendors

Invite up to 5 vendors from G2's growing list of 30,000+ contactable vendors.

Step 6: Send RFI

Before sending the RFI, make sure you've provided enough context for anyone who comes across your request to understand it. This will likely be your first contact with a vendor so it's important to keep your expectations clear to avoid miscommunication.

Visit your Buyer Inbox to view your RFIs and vendor responses. 

Read these articles to learn more about RFIs:

  1. What is a Request for Information (RFI)?
  2. Getting started with the Buyer Inbox
  3. Managing your RFI

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