Looking for
downloadable content?
Download our functional scenario kits, scenario guides, and day in the life guides to accelerate your Copilot implementation.
View downloadsOperations scenario: Create a supplier RFP
Download scenario guideAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Improve efficiency
Reduce risk
Value benefit
Cost savings
Employee experience
Using Copilot to create a supplier RFP
1. Review previous RFPs
Use Microsoft Copilot in Word to summarize earlier RFPs and generate a list of required items sorted by category.
Copilot in Word
Get started quickly by analyzing previous RFPs.
2. Gather information
Prompt Copilot to summarize the requirements from existing documentation.
Copilot2
Rapidly pulling information from lengthy documents can save time.
3. Research questions
Prompt Copilot to suggest RFP questions, enhanced with a custom RFP repository built with Copilot Studio.
Copilot2
Copilot Studio
Using defined content to answer customer questions ensures accuracy of the responses.
4. Review requirements with team
Copilot in Teams generates a list of talking points, questions, and ideas during the meeting with your team.
Copilot in Teams
Don’t miss any updates by asking Copilot for all the suggestions made during the meeting.
5. Revise RFP
Use Copilot in Word to revise the document to make it more focused on what matters the most.
Copilot in Word
Quickly make responses more readable to improve the quality of the RFP.
6. Communicate response
Prompt Copilot in Outlook to draft an email to the potential suppliers with a summary of the RFP.
Copilot in Outlook
Quickly create professional emails that are concise and more likely to be read and can lead to higher close rates.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”
