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Solutions · Mid-market

Sourcing software for mid-market teams: sealed, defensible, no enterprise suite

Sourcing software for mid-market teams gives a small procurement team the controls a large one relies on — sealed bids, one deadline for every vendor, blind evaluation and an audit trail — without buying and implementing an enterprise suite. Pactwise Source is exactly that: sealed, defensible sourcing from RFP package to award.

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Where an RFP run on email and spreadsheets breaks

In a mid-size organization, the person running an RFP is often also running everything else: a procurement lead with a small team, or a finance or operations manager who sources a few major contracts a year. The package lives in a document, invitations go out by email, vendor questions come back to an inbox, pricing arrives as attachments, and the scoring lives in a shared spreadsheet.

That works until someone asks a hard question. Who opened the pricing before the deadline? Did every vendor get the same answer to the same question? Why did one vendor get two more days? Where is the scoring rationale? An inbox cannot answer those questions, and an enterprise suite built for a large procurement department is more software than a small team needs. The manual RFP vs Pactwise Source comparison walks through the difference step by step.

Procurement discipline built in, not configured

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Pactwise Source encodes veteran sourcing discipline as hard gates and absent capabilities, so a first-time buyer runs a process a veteran would sign. There is no rulebook to write first: the rules ship in the product.

Publishing is a database check, not a checklist: contact details, Q&A cutoff spacing, minimum response window, criteria weights that sum to 100 and a pricing schedule are all enforced before an RFP can go out, and it warns when fewer than three vendors are lined up to invite. The glossary explains the publish gate in plain terms.

After publish a deadline can only move later, every change is historized with a reason, and every vendor is notified at once. Lateness is frozen at submission time. There is no per-vendor deadline anywhere in the schema, so no one can give a favored vendor extra time.

Vendors ask privately; answers publish to everyone, anonymized. Post-publish changes go out only as versioned addenda every vendor must acknowledge, and an addendum inside the notice window forces a deadline extension or a written override.

Sealed bids without a locked bid box

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Each pricing submission is envelope-encrypted with its own data key, wrapped by a key the database never holds. The buyer sees that a bid exists — never its contents — until the reveal. A scheduled job opens every envelope at once after the deadline plus grace, re-checking the effective deadline at run time so an extension can never trigger an early reveal. The glossary’s sealed bid entry explains why that matters.

Vendors work on a separate host with its own sessions; a vendor identity can never become a buyer user. Single-use invitation links that only an explicit click consumes (corporate link scanners cannot burn them), plus step-up re-authentication before sensitive actions. Uploads are stamped with the server clock and a server-computed checksum, scanned, then frozen. Late uploads are accepted only with a written reason and flagged as late.

Blind evaluation and a two-person award for a small committee

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Evaluators attest no conflict of interest before scoring, see only their own scores until lock, and outliers are flagged at lock time. Until the evaluation locks, no evaluator sees another evaluator’s scores, so the first number on the table cannot anchor the rest — which matters more, not less, when the committee is three people who sit near each other. Read more about blind evaluation and building an evaluation rubric.

AI never scores, ranks, or recommends an award.

An award needs a locked evaluation, a written justification, every vendor question answered, every abnormal-bid flag acknowledged, and an approver who is not the author.

A record you can hand to anyone

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One write path into the audit log, no updates, no deletes, each event hash-chained to the one before. No one — vendor or buyer — reads a file directly. Every read is logged and served through a signed link that expires in 60 seconds.

When a losing vendor, an auditor or your own leadership asks how an award was made, there is one document to hand over. One export compiles the timeline, addenda and acknowledgments, published Q&A, submission metadata, locked scores, attestations and approvals into a single hashed document. The glossary covers the procurement audit trail and what a bid protest is.

Drafting the package with AI, approved by you

Prep Studio · In progress

A small team’s scarcest resource is time to write the package. Prep Studio, “Draft with AI” in the buyer console, is the drafting half of the AI RFP Studio. AI-assisted intake that drafts the scope, requirements matrix, weighted criteria and pricing schedule, reads its own draft as a hostile bidder would, and hands every artifact to you for approval. Built and verified against recorded model runs; live-model drafting switches on with the model key.

AI drafts, code validates, a human approves: nothing reaches a vendor without your approval and a passing publish gate. Not sure which document to send? The glossary compares an RFP, an RFQ and an RFI.

One subscription, published prices

One subscription covers Pactwise Source and Pactwise Contracts. Plans start at $49.99 a month with a 14-day free trial; the plans differ in seats, record limits and which capabilities they include, and every one of them is on the pricing page.

One piece is not live yet, and it is labeled that way: the award → contract handoff, which will push the awarded RFP into Pactwise Contracts as the contract file’s pre-award history. Award → contract handoff · Roadmap

Frequently asked questions

What is sourcing software for mid-market teams?

It is software that lets a small procurement team run a competitive RFP — package, invitations, vendor questions, sealed bids, evaluation and award — with the controls a large procurement department relies on, without buying and rolling out an enterprise procurement suite. Pactwise Source focuses on that one job: sealed, defensible sourcing from RFP package to award.

Do we need a dedicated procurement team to use Pactwise Source?

No. The publish gate, extend-only deadlines, leveled Q&A and the award gate are enforced by the database, so the discipline is built in rather than something your team has to design and police. An award does need two people: an author and an approver who is not the author.

How is this different from running an RFP by email and spreadsheet?

Pricing is envelope-encrypted and every vendor’s envelope opens at the same moment, after the deadline; every vendor gets the same answers and the same deadline, evaluators score blind after attesting to no conflict of interest, and every step lands in an append-only, hash-chained audit log.

Does the AI pick the winning vendor?

No. AI never scores, ranks, or recommends an award. AI drafting of the RFP package (Prep Studio, “Draft with AI”) is marked “In progress”, and every draft is approved by a person before it reaches a vendor.

What does Pactwise Source cost?

Plans start at $49.99 a month, with a 14-day free trial, and one subscription covers Pactwise Source and Pactwise Contracts. The pricing page lists every plan.