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RFI template

A free RFI template for buyers scanning the market before an RFP: your context, the information you need, a structured answer format, confidentiality terms and the next steps. Answers arrive in the same shape, so vendors compare side by side. Cobl can draft it from your notes.

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Turn this template into a real document for your company. Cobl adapts the content, branding and structure to your context.

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We never train a model on your content.
Format
A4 document
Length
8 pages
Sections
8 sections
Exports
PDF · Word
Time saved
Hosted in the EU. No model training on your data.
What's inside

The eight sections that turn answers into a shortlist

An RFI is a screening step. Each section below asks for something you will use to decide who receives the RFP.

1
Purpose and context
Who you are, what you are exploring and why now. Vendors answer more usefully when they know the problem, not just the product category.
2
Scope of the inquiry
The areas you want information on, and what is out of scope at this stage. It keeps answers short and on topic.
3
Company information
Size, locations, ownership, financial stability and relevant certifications, asked in a fixed form so every answer lines up.
4
Capabilities and approach
Numbered questions on what the vendor offers and how they would approach your situation, with a page or word limit for each.
5
References and experience
Two or three comparable clients and projects. Enough to judge relevance without asking for a full proposal.
6
Indicative pricing
A price range or pricing model, clearly marked as non-binding. It shows early whether your budget and the market match.
7
Confidentiality and conditions
What happens to the information shared on both sides, and a statement that the RFI does not commit you to buy.
8
Timeline and next steps
Response deadline, question window, how answers will be used and when shortlisted vendors receive the RFP.
9
How it works

From this template to client-ready

1
Start from the template

Click “Use this template”. You start from a real example, with its structure, its method and its design.

2
Add your context

Nothing to prepare. Cobl asks you the right questions and pulls your company knowledge: your CRM, your tools, your past work and your branding.

3
Get the best of both

Cobl assembles the two. The rigour of the template, with your content and your branding. So, what comes out is client-ready.

Why this template

Built to produce a shortlist

Many RFIs collect brochures. The useful ones collect comparable answers that decide who goes through to the RFP.

Numbered questions, limited answers

Every vendor answers the same numbered questions within a word limit. Ten responses become one comparison instead of ten documents to read.

A price signal without commitment

A non-binding price range tells you whether your budget is realistic before you write the RFP and its evaluation criteria.

Vendors know what comes next

The timeline states when the RFP goes out and to whom. Good vendors invest in their answer when the process is clear.

FAQ

Questions about this template

Is the RFI template free?

Yes. Download it as it is, in Word or PDF, without an account. You only create one when you want Cobl to rewrite it with your own questions and your branding.

What does RFI stand for?

RFI stands for request for information. It is a formal document a buyer sends to potential suppliers to gather background information about their capabilities before starting a formal selection process.

What is the difference between an RFI and an RFP?

An RFI gathers information; an RFP requests a solution. An RFI asks who you are and what you can do, with no pricing commitment. An RFP asks how you would solve a defined problem, at what scope, and usually at what price. The RFI comes first and narrows a long list; the RFP comes second and produces a shortlist.

What is an RFI in construction?

In construction, an RFI is a formal question a contractor sends to an architect or engineer to clarify unclear, missing, or conflicting information in project documents. It has nothing to do with vendor selection. It exists to resolve ambiguity in drawings and specifications before work proceeds, and to create a written record of the answer.

How long do you usually get to respond to an RFI?

Typically 1 to 3 weeks. Public sector buyers often allow a month. Shorter windows, under a week, are a signal worth reading: either the process is genuinely urgent, or the buyer already has a preferred supplier and is completing a formality.

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