Template · Procurement
Vendor selection with clear requirements.
Bring your shortlist, requirements and stakeholder questions together. Use the example structure to document requirements, score the options and review the reasoning together.
Start a free trial · review example scores, fit values and exclusion rules before using the template
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What's inside
7 starting criteria · 3 starting options · a 5-question intake. For: Procurement leads and business owners reviewing a vendor shortlist.
- Total cost of ownership
- Licence, implementation, and run cost over the contract term. Low (0-3): expensive for what you get. High (8-10): strong value.
- Functional fit
- How much of your requirement is met out of the box, without custom work.
- Reliability & track record
- Uptime history, maturity, and how many comparable customers are live.
- Support & service levels
- Response commitments, escalation, named contacts, and documentation.
- Security & compliance
- Certifications, data residency, access controls, and audit evidence.
- Integration effort
- How cleanly it fits your existing stack. High (8-10): connectors exist and are supported.
- Exit & portability
- How hard it is to leave: data export, contract terms, lock-in. High (8-10): you could move.