Identification
Company legal name, DBAs, entity type, state of formation, and employer identification number to verify legal status and tax identity.
Using a structured AIPQ reduces follow-up requests, standardizes due diligence, and creates a clear audit record for procurement and compliance reviews. It improves comparability between applicants and helps legal, finance, and operations teams make faster, documented decisions.
Responses gather information for negotiation, contract drafting, and internal approvals; keep answers accurate to avoid delays.
CEO, CFO, or an officer with express corporate authority. The signer must have authority to bind the business and confirm the accuracy of disclosures in a legal capacity.
An authorized procurement or contracts manager with written signing authority. Include a corporate resolution or power of attorney when signature authority is delegated.
Company legal name, DBAs, entity type, state of formation, and employer identification number to verify legal status and tax identity.
Recent revenue, fiscal year end, and available financial statements or bank references to assess financial stability and capacity.
Certifications, insurance limits, export controls, and regulatory attestations required for risk assessment and contracting requirements.
Customer or project references with contact details to validate performance history and relevant experience for the requested scope.
Clear description of proposed goods or services, deliverables, and any exclusions to align expectations for pricing and performance.
Authorized signer name, title, signature, and date; include delegation documentation if signer is not an officer.
| Field | Configuration | Required | Conditional |
|---|---|
| Authentication | Email link or SMS OTP |
| Conditional Fields | Show fields when criteria met |
| Routing | Sequential approvals workflow |
| Notifications | Automated reminders and escalations |
Choose a platform that supports secure eSigning, audit trails, and the file formats you need before distributing the AIPQ.
Respond immediately when requested; no standard federal deadline
Five to seven business days for intake screening
Three to ten business days for documentation checks
One to five business days after verifications
Allow additional five business days for corrected submissions
| Criteria | Business AIPQ | RFP |
|---|---|---|
| Purpose | pre‑qualification | solicitation |
| Detail level | high-level validated data | detailed proposal |
| Attachments | certs and statements | technical proposals |
| When used | before rfp | after shortlisting |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Their team standardized supplier intake and reduced revision cycles through a central questionnaire
Used an online prequalification to gather tenant and vendor information remotely
Save as PDF/A for long-term archiving; embedded audit trail and signatures preserve timestamp and signer metadata.
Export editable DOCX for internal review and redlining prior to finalizing a signed PDF copy for records.
Export tabular response data as CSV or Excel for bulk analysis, reporting, and integration with procurement systems.
Publish read‑only HTML for internal portals or to display noneditable summaries of signed responses.
Upload or send the completed AIPQ to the intake system.
Intake team checks completeness and required attachments.
Compliance and finance validate statements and certificates.
Approve, reject, or request remediation before contracting.