Smarter Week

How to automate it

How to automate “get and compare quotes from suppliers”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

60 min
typically, a few times a week
50%
of the time can be automated
Some setup
to set up

Fix 1 of 2

Process fixBest fix

Send every RFQ in the same template so quotes compare line by line

When suppliers quote in your format (same units, delivery terms, payment terms), comparing them takes minutes instead of an afternoon.

Typically saves about 35% of the time1 h to set up
  1. 1Build one RFQ template with a pricing table suppliers must fill in.
  2. 2Include specs, quantities, delivery, payment terms and a response deadline.
  3. 3Send through your sourcing tool or email with the template attached.
  4. 4Score responses against criteria agreed before quotes arrive.

Tools: Excel or Google Sheets · Coupa Sourcing or Zip

Fix 2 of 2

AI

Have AI put supplier quotes side by side

Upload the quotes; AI builds a comparison table on the same basis and lists differences in terms, exclusions and hidden costs.

Typically saves about 50% of the time5 min to set up
  1. 1Collect the quotes as PDFs or emails.
  2. 2Upload them to an approved AI tool with the prompt below.
  3. 3Check the totals and terms against each quote.
Prompt to copy
Compare the attached supplier quotes for [WHAT WE ARE BUYING]. Build a table with: supplier, unit price, quantity, total, delivery time, payment terms, warranty, validity date, and anything excluded. Convert to the same units and currency [CURRENCY]. Then list differences in terms that could add cost, and questions to ask each supplier. Do not recommend a winner.

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot

Quick wins

Have you tried…

Have you had AI put supplier quotes side by side in one table?
Upload the quotes and AI lines them up on the same basis, including terms and exclusions that are easy to miss.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

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Other common tasks for Procurement / purchasing specialists