Free Procurement Software Evaluation Template
Excel & Google Sheets
Make Smarter Digitalization Decisions
Centralize and compare procurement software providers with this ready-to-use weighted evaluation matrix.
This Excel/Google Sheets template helps you objectively assess procurement solutions by scoring functional, technical, financial, and support-related aspects.
By downloading this file, you will be able to:
- Rate each solution using consistent and relevant criteria.
- Adjust weights based on your strategic priorities (features, cost, security, integration, etc.).
- Facilitate decision-making with cross-functional teams.
- Automatically calculate a final score and rank all vendors.
📥 Get your free procurement software evaluation template sent straight to your inbox!
Structure Your RFP Process with Weproc
A structured Request for Proposal (RFP) is crucial for a successful procurement digitalization project. This evaluation tool allows you to: Make informed decisions through fair, bias-free comparisons. Accelerate your project timeline by minimizing back-and-forth on functionalities. Engage stakeholders early on, consolidating input across departments.
Evaluate Advanced Features
Score software vendors based on essential procurement functions such as workflows, OCR, contract management, automated reminders, e-invoicing, Factur-X compliance...
Analyze Total Cost of Ownership (TCO)
Compare pricing for licenses, deployment, support (TMA), and estimate a 3-year ROI.
Assess the Technical Environment
Take into account hosting type (SaaS/on-prem), API integrations, data location (France-based), ISO 27001 certification, support quality, and system availability.
Dynamic Scoring Table
Easily customize category weights (functionality, technical environment, UX, cost) and see automatic score and vendor rankings.
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Why Use This Procurement Software Evaluation Template?
Ensure Objective Selection
Avoid being swayed by flashy demos or sales pitches. This matrix helps you apply standardized criteria for all vendors.
Engage the Right Stakeholders
By dividing evaluation into functional, technical, financial, and support categories, you ensure contribution from Purchasing, IT, Finance, Legal, and beyond.
Forecast Performance
Assign weights and scores to reflect your priorities: automation, integration capabilities, expected ROI, security and compliance goals.
What’s Inside the Template?
Four evaluation categories: Features – Technical Environment – Cost – Security & Support.
Scored criteria: Rate each item from 1 to 5, and apply a customizable weight.
Automated summaries: Category averages and total scores are calculated automatically.
Collaborative format: Easy to share and edit with Excel or Google Sheets.
Who Should Use This Template?
Procurement project leads in charge of digitalization strategy.
IT project managers defining technical requirements and integrations.
Executives and decision-makers overseeing enterprise transformation.
Selection committees comparing and shortlisting vendors.
Backed by Real-World Experience
This template is based on dozens of RFPs run with leading purchasing and IT departments. It incorporates best practices such as business case scenarios, TCO projections, API/environmental checks, and change management.
🎁 Pro tip: Add 3–5 real-world use cases to the evaluation sheet to guide vendor demos.
📌 Accelerate Procurement Digitalization with Weproc
Looking to streamline your software evaluation and implementation process?
Weproc offers tailored support for your procurement journey:
✅ In-depth needs assessment
✅ CCTF and use-case drafting
✅ RFP orchestration and vendor scoring
✅ Collaborative platform and automated workflows
👉 Book your free demo now and discover how Weproc can power your procurement digital transformation.
