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AI for Purchasing Agent
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What you'll accomplish

By the end of this guide, you'll be able to upload a prior RFP as context and have Claude generate a complete, category-specific RFP for a new sourcing event in minutes — not hours. The RFP will include scope of work, evaluation criteria, pricing structure requirements, and vendor qualification requirements tailored to your specific category.

What you'll need

  • A Claude Pro account at claude.ai ($20/mo) — the Projects feature and file uploads require Pro
  • A prior RFP document in Word or PDF (your own or a template)
  • Your requirements for the new category you're sourcing
  • Time needed: 30-45 minutes first time; 15-20 minutes for subsequent RFPs
  • Cost: $20/month for Claude Pro

How-To Guide: Draft a Full RFP Using Claude with Uploaded Context

Step 1: Set up a Claude Project for RFP work

  1. Log into claude.ai with your Pro account
  2. Click Projects in the left sidebar (or "New Project" if you see that option)
  3. Click + New Project and name it "Procurement RFPs"
  4. You'll see a project workspace with a text area for project instructions (the "system prompt")

What you should see: A project page with an instructions panel on the right and a chat area on the left.