Nvelop AcademyUsing Nvelop · Module 3 of 9
Build Your RFX Document in Nvelop
Step-by-step guide to building an RFX in Nvelop - questions, pricing, terms, requirements, and evaluation criteria in one document.
CoversAI RFX generationVendor questionsT&C uploadWeighted evaluation
Quick Answer
The RFX tab has 7 sub-sections covering everything vendors will receive: questions, pricing, terms, requirements, evaluation criteria, and attachments. Use the Generate RFX button to get AI-assisted content for each.
5 min read·Beginner·Module 3 of 9
Module 3 of 9 - Using Nvelop
The RFX tab and its 7 sub-sections
What this module covers
The RFX tab's sub-sections - RFP Overview, Questions to Vendors, Pricing, Terms and Conditions, Requirements, Evaluation Criteria, and Attachments.
Why this matters
A well-built RFX here is what makes the later Evaluation step meaningful - vague requirements or missing evaluation criteria upfront mean messier, harder-to-compare vendor responses later.
Step by step
Building each section of the RFX
Step 1 of 8
The 7 RFX sub-tabs
Go to RFX - 7 sub-tabs: RFP Overview, Questions to Vendors, Pricing, Terms and Conditions, Requirements, Evaluation Criteria, Attachments.
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Step 2 of 8
RFP Overview
RFP Overview has a Generate RFX button for AI-assisted content generation, and a live-generated document preview (numbered sections like "1. Client Information," "1.1 Company Overview," building out the actual RFP text as you go).
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Step 3 of 8
Questions to Vendors
Questions to Vendors are organized into 3 categories: Vendor Information, Solution Information, Implementation Plan.
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Step 4 of 8
Pricing
Pricing has 2 sections: Rate Card and Pricing.
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Step 5 of 8
Terms & Conditions
Terms and Conditions lets you upload your own documents (button: "Upload T&C") instead of starting blank - the screen shows "No T&C documents uploaded yet" until you do.
Step 6 of 8
Requirements
Requirements are split into Functional and Non-Functional tabs (example split: 6 functional / 12 non-functional), each with Process/ID, Description, Owner, and Status - filterable by Priority, Status, and Assignee, with a 'Set all to: Edited' bulk action.
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Step 7 of 8
Evaluation Criteria
Evaluation Criteria is a weighted table - example weights: Price 40%, Solution 40%, Terms and Conditions 10%, ESG (partial weighting shown).
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Step 8 of 8
Attachments
Attachments rounds out the RFX with any supporting files.
FAQ
Common questions
1Can AI help write the RFX?+
Yes - the Generate RFX button produces AI-assisted content you can then refine section by section before publishing.
2How are Evaluation Criteria weighted?+
As percentages across categories like Price, Solution, and Terms and Conditions - you set the split (e.g. 40/40/10 plus others summing to 100%).
3Are Requirements categorized?+
Yes - Functional vs. Non-Functional, each trackable by owner and status, with bulk actions to update status across multiple requirements at once.
Keep going
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