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How to Brief a Sourcing Agent: The One-Page RFQ That Gets Real Quotes

2026-10-23 · YIVAHUB Team

A vague brief is not a neutral act. It produces a quote that cannot be compared with the next one, cannot be checked when the goods arrive, and cannot be enforced if they do not. It is the only document you fully control, and it is worth an hour of your time before it is worth anybody else's.

Describe the product in one of four ways, in this order of usefulness. Best is an existing sample or a model number you have already bought, because everything is measurable. Next is a drawing with dimensions and a material call-out. Next is a competitor link plus a list of what you would change, which is faster than describing a product from nothing and signals your target market. Last is a photograph and a plain description, which works but costs an extra round of questions. Whichever you use, add the four attributes that decide which factory can make it: material and grade, finish and colour reference, dimensions with tolerances, and function. In lighting that means voltage, dimming, ingress protection and colour temperature; in furniture it means load rating, flat-pack or assembled, and the finish code. Two buyers asking for the same pendant at the same price are asking for different products until those four attributes are written down.

Give two quantities, not one. First order and expected annual volume are quoted differently, and an agent given only one of them will assume the other. State the trial quantity, the expected annual run rate, and whether the product is seasonal. A brief that says 200 pieces and nothing else comes back priced for 200 pieces, the most expensive way to buy anything. The annual figure costs one line and usually moves the answer, because the factory quotes against the total relationship rather than the first order.

Name the destination market and the certification it requires, not just the country. The destination decides three things at once: the electrical variant, the compliance route and the freight mode. For the United States, a lighting product needs the right NRTL listing and a 110 to 120 volt driver; for the European Union, CE plus RoHS plus a Declaration of Conformity and a 220 to 240 volt driver; the United Kingdom needs UKCA; Australia and the Gulf have their own schemes. Writing the country without the certification expectation gets you a quote for the cheapest version and a second conversation about why the price moved. Say which certificates you need per model, in the brief.

Say what the price has to be based on, and why. A target price means nothing without its basis. A retail price you are trying to hit is a different constraint from a landed cost target, which is different again from a factory cost you have seen elsewhere. Write the number and the basis: a landed cost of 14 dollars at the destination port, or a factory cost below 9 dollars at 1,000 units. Add what you know about current supply, such as a competitor retailing at 39 dollars, which tells the agent which quality tier to quote against. A target with a basis gets an honest answer about whether it is reachable; a bare number gets a quote that happens to match it.

State the deadline and what drives it. A date alone invites a promise. A date with a reason invites planning: an installation date, a retail reset, a trade show, a container cut-off, or the point your stock runs out. Add whether the date is fixed or preferred, and whether a partial shipment helps. This field most changes the answer, because it decides whether the factory fits your order into a normal slot or moves something else to make room.

Specify the packaging, because it is quoted separately and forgotten often. Retail-ready or transit-only. Printed carton or plain, and if printed, the artwork status and the print minimum. Any barcode, country-of-origin or warning label the destination requires. Palletised or loose, and the maximum carton weight you can handle. Whether the product must be flat-packed for container density. Packaging is where a quote most often turns out to be incomplete, and it is the easiest field to specify.

Say how you want it delivered and whether it is part of a bigger shipment. Named port or door address, and your preferred Incoterm if you have one, FOB being the usual starting point for a first order. Then say whether this order will be consolidated with other suppliers: that changes the packing requirement and the timing, and an agent who knows can hold goods and ship once. One brief mentioning three suppliers in two categories gets a better logistics answer than three separate briefs.

Set the rules of the exercise in the same document. How many suppliers to quote, and whether you want the factory named or a description only. Whether the agent may show your design to suppliers beyond the shortlist, which matters for anything you intend to protect. Whether you are asking for exclusivity, and in what category and territory. And a response date, so the exercise has an end. These four lines take two minutes and prevent the most common early misunderstanding: how widely your design has been circulated.

Attach three things if you can, and resist attaching more. A photograph, a dimensional sketch with the key measurements marked, and a reference sample or competitor link. What not to attach is a complete design package sent to five suppliers at once: that is how designs are lost, and it is not needed to obtain a quote. Send the minimum that makes the price meaningful, and the rest to the one supplier you have chosen.

Judge the replies by whether they contain assumptions. A real quote names the volume it is based on, states what is and is not included, puts tooling on its own line, gives a lead time with the deposit date assumed, and usually asks a question back. A reply with a single number and no assumptions is an estimate or a guess, and both are more expensive than a question. If two replies on the same brief disagree by more than about fifteen per cent, the difference is almost always in the assumptions rather than the factories, and the brief is what lets you find out which.

Keep the brief as a document, not a chat thread. Write it once, in one page, in a file you can send to the second and third agent without rewriting, and keep the version you sent with the date. It becomes the specification you inspect against, the reference in a dispute, and the baseline for the reorder eighteen months later. A brief that lives in a chat thread is a brief you will reconstruct from memory, badly.

Where this lands with us. We reply to a brief with a shortlist, an indicative price band, the assumptions behind it and a schedule, and we tell you when a target price or a date is not reachable rather than quoting around it. Send the product, the quantity and the destination, and the questions we still need come back in the same reply, not over three days.

Sourcing from China? Send the product, the quantity and the destination.

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