Free templates
Supplier management templates for every stage of the lifecycle
17 free Excel templates for procurement and supplier quality teams: intake and sourcing, onboarding, industry surveys, performance, risk and ESG, corrective action, business reviews and exit. Built with formulas, examples and the same structure EvaluationsHub uses, so you can move them into the platform when you are ready.
Stage 1 of 8
Intake and sourcing
Turn requests into approved, competitive sourcing decisions.
Supplier intake request with approval routing
Request form that calculates sourcing route, risk class and required approvers.
View template →
RFx evaluation matrix for RFQ and RFP scoring
Weighted bid scoring with knockouts, automatic price scoring and ranking.
View template →
Stage 2 of 8
Onboarding and qualification
Bring new suppliers in with the right checks, in the right order.
Stage 3 of 8
Supplier surveys by industry
Self-assessments built around the requirements of your sector.
Automotive supplier self-assessment aligned with IATF 16949
38 questions in 8 sections for automotive suppliers, scored automatically.
View template →
Food and beverage supplier self-assessment
25 questions in 7 sections for food and beverage suppliers, scored automatically.
View template →
Pharma and life sciences supplier self-assessment
21 questions in 7 sections for pharma and life sciences suppliers, scored automatically.
View template →
Electronics and components supplier self-assessment
20 questions in 7 sections for electronics suppliers, scored automatically.
View template →
IT and SaaS supplier security and compliance questionnaire
22 questions in 7 sections for IT and SaaS suppliers, scored automatically.
View template →
Logistics and 3PL supplier self-assessment
18 questions in 7 sections for logistics and 3PL suppliers, scored automatically.
View template →
On-site contractor and services supplier self-assessment
15 questions in 6 sections for on-site contractor suppliers, scored automatically.
View template →
Stage 4 of 8
Performance management
Measure suppliers on weighted KPIs that match their segment.
How to configure supplier performance management: the planner
Seven-step planner: segments, 22 KPIs, cadence, escalation, roles and rollout.
View template →
Weighted supplier scorecard with segment presets
Six dimensions, weights by segment, tiers and next actions.
View template →
Stage 5 of 8
Risk and ESG
See where supplier exposure sits and evidence ESG performance.
Stage 6 of 8
Quality and corrective action
Close supplier complaints with containment, root cause and proof.
Stage 7 of 8
Business reviews and development
Run reviews that end in decisions, owners and dates.
Stage 8 of 8
Exit and offboarding
Phase suppliers out without leaving data, tools or money behind.
Run it live
From spreadsheet to a running programme.
Start free and configure it yourself, with no ERP needed. When you roll it out, your first evaluation cycle is typically live in three to four weeks.
