Example workflows

See it in action, before you upload your own documents.

These are illustrative walkthroughs, built around realistic scenarios to show exactly what DocIQ does end to end — not claimed results from a named customer. Run any of these on your own documents from the free trial.

Example — ESG supplier assessment

Qualifying 40 suppliers against BRSR before a board review

A mid-size EPC contractor needs to report BRSR value-chain data on its top 40 suppliers ahead of a board sustainability review. Historically, this meant emailing a questionnaire and waiting weeks for inconsistent, unverifiable responses.

  1. The sustainability team assigns the published BRSR template to all 40 suppliers in one action.
  2. Suppliers respond through the self-serve portal, attaching certificates and disclosure documents directly.
  3. Validation rules flag three suppliers with a missing ISO 14001 certificate and two with numeric answers outside the expected range — routed to a reviewer instead of silently scored.
  4. Once resolved, each supplier is scored against the same frozen rule set, and a qualification snapshot is taken — the template version, the rules, and the evidence pinned at that exact moment.

Result: The team walks into the board review with a supplier-by-supplier qualification matrix and, for any supplier a director questions, the exact document and rule behind that score — not a spreadsheet cell nobody can trace back.

See the ESG assessment workflow

Example — vendor comparison

Choosing between six pump vendors without re-keying a single spec

A process-industry procurement team receives six quotations for a centrifugal pump package — two PDFs, three Excel workbooks in different formats, and one scanned annexure with a handwritten discount note.

  1. All six files are uploaded together, mixed formats and all, with no pre-formatting.
  2. Specs, prices, delivery terms, and warranty conditions are extracted and normalised into one comparable matrix against the BoQ.
  3. The matrix flags that one vendor's quote omits a mandatory BIS certification and another's warranty carves out the exact failure mode the spec requires coverage for.
  4. A Technical Query letter is drafted automatically for both non-compliant vendors, and the remaining four are scored on the team's own weighting of technical, commercial, and delivery criteria.

Result: The award recommendation carries the eligibility check, the scoring breakdown, and an approval trail — so when a losing vendor asks why they didn't win, the answer is a specific line item, not "internal decision."

See the vendor comparison workflow

Example — tender / RFP analysis

Deciding Bid or No-Bid on a 280-page NIT in one sitting

A pre-sales team receives a 280-page government NIT for a substation project, with a submission deadline nine days out and no time to read it cover to cover before deciding whether to commit.

  1. The NIT is uploaded and read clause by clause — eligibility, technical requirements, QCBS scoring weights, and every deadline.
  2. An eligibility matrix surfaces a turnover threshold the company is right on the boundary of, and a technical clause requiring a certification the company doesn't currently hold.
  3. A compliance checklist is generated with an owner assigned to each row, so the gap is someone's explicit responsibility, not a footnote.
  4. A pre-bid clarification is logged against the certification requirement, and when the issuing authority's answer comes back, it's tracked against the same clause.

Result: The Bid/No-Bid call gets made on day one with the actual disqualifying risk on the table, not discovered on day eight after the team has already spent the week drafting a technical response.

See the tender analysis workflow

Want to see this on your own documents?

Upload a real project, quote set, or NIT and get the actual output — not a demo dataset.