RFI extraction

A request for information isn't asking for a price; it's asking who you are. ProcureMind reads incoming RFIs and structures what matters: who's asking, the reference number, the deadline, and every question they want answered.

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RFI vs RFQ: why the distinction matters

Treat an RFI like a quote request and you'll send a price list to a buyer who asked for your certifications. They're different documents at different stages:

RFIRFQ / Quote
Buyer wantsInformation: capability, certifications, capacityA price for a defined scope
StageEarly: shortlisting suppliersLate: ready to buy
ContainsQuestions, requirements, deadlinesLine items, quantities, terms
ProcureMind extractsBuyer, reference, deadline, question contentVendor, prices, terms, line items
Financial fieldsBlank: nothing to priceFully populated

ProcureMind makes the call automatically: every extraction is classified in the same pass that reads it, and RFIs are tagged document_type: "rfi" , so information requests never contaminate your quote pipeline.

Never miss an RFI deadline again

RFIs arrive quietly. A formal PDF from a procurement team, an Excel questionnaire, a long email with twelve numbered questions. They don't look urgent. Then the response deadline you didn't write down passes and the shortlist closes without you.

Extraction makes them visible. One click in Gmail (or one upload in the dashboard) and the RFI becomes structured data: buyer name and email, the reference number you'll need for every follow-up, and the response deadline, captured from the document itself.

Deadlines land where you'll see them. The extracted row appends to your Google Sheet or Excel Online workbook (buyer, reference, due date), turning a pile of RFIs into a response schedule. Review the extraction before it saves; the AI reads, you confirm.

Frequently asked questions

What's the difference between an RFI and an RFQ?

An RFQ asks for a price; an RFI asks for information: capability, certifications, capacity, experience, lead times. RFIs come earlier in the buying process and usually contain questions rather than line items to price. ProcureMind classifies each document automatically and extracts accordingly: pricing fields for quotes, question content for RFIs.

What fields does RFI extraction capture?

The buyer's name and email, the RFI reference number, the response deadline (captured in the quote_validity field), and the substance of the request in line-level notes. Financial fields come back blank by design. There's nothing to price in an RFI.

How does it know a document is an RFI and not a quote?

The AI classifies the document as part of extraction, in the same pass that reads the fields. RFIs are tagged document_type: "rfi", so they filter separately from quotes and POs in your dashboard instead of polluting your pricing pipeline.

Where does an extracted RFI go?

A row appends to your Google Sheet or Excel Online workbook with the buyer, reference and deadline, so response dates stop living in someone's memory. The full extraction stays in your ProcureMind dashboard history.

Can I extract RFIs from PDF and Excel files?

Yes. RFIs often arrive as formal PDF letters or Excel questionnaires. Upload them in the dashboard (up to 10 MB), or extract attachments directly in Gmail with the extension. Scanned PDFs fall back to OCR and vision extraction automatically.

The next RFI deadline will be in your spreadsheet, not your memory.

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