RFx evaluation matrix for RFQ and RFP scoring
Score up to five bidders on weighted criteria, with knockout requirements and automatic price scoring, so the award decision is documented and defensible.
- Free Excel file, no sign-up
- Weights checked to total 100%
- Knockouts exclude bidders
- Ranked recommendation
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 4 | Criterion | Weight | Brianza | Lumen | Ostrava |
| 5 | Price (scored automatically) | 30% | 4.66 | 5.00 | 4.82 |
| 6 | Technical fit | 20% | 4 | 3 | 4 |
| 7 | Quality system | 15% | 4 | 4 | 3 |
| 8 | Weighted score | 4.05 | 3.90 | 3.79 | |
| 9 | Qualified? | Yes | Yes | No: knockout |
What is inside
3 sheets, ready to use.
Yellow cells are yours to fill in. Grey cells calculate. Every sheet has a worked example so you can see the expected format.
Read me
Purpose, steps, colour legend and assumptions.
Criteria
Seven weighted criteria with what a 5 looks like, plus four knockout requirements.
Scoring
Bidder prices and scores, automatic price score, weighted totals, knockouts, ranking and the award rationale.
How to use it
Four steps from download to a decision.
No macros, no add-ins. It works in Excel, Google Sheets and LibreOffice.
01
Set the criteria weights before bids are opened. They must total 100%.
02
Enter each bidder’s price, a score from 1 to 5 per criterion, and Pass or Fail per knockout.
03
Price is scored automatically: the lowest price gets 5, others get 5 x lowest price / their price.
04
Bidders who fail a knockout are excluded from the ranking. Record the award rationale and approval.
Spreadsheet or platform
Start in Excel. Move when the volume or the stakes grow.
The template and the platform use the same structure, so nothing you set up here is wasted.
This spreadsheet is enough when
- You run a few sourcing events a year with a handful of bidders
- One evaluator scores every bid
- The file is the only record auditors need
Move it into EvaluationsHub when you need to
- Run RFI, RFQ and RFP events in InitiativesHub with bids compared side by side
- Let several evaluators score independently, then compare
- Award and move straight into contract, SLAs and renewal alerts
- Keep the sourcing history on the supplier record for the next renewal
Questions
Before you download
How do you weight criteria in an RFP or RFQ evaluation?
Fix the criteria and weights before any bid is opened, keep to a handful of criteria, and let each evaluator score independently before you compare. Changing weights after seeing the bids is the quickest way to lose the credibility of the result.
Is the template really free?
Yes. The file downloads directly, with no form and no email address.
When should we move this out of Excel?
When several people rate the same suppliers, when suppliers need to see their results, or when actions get lost between file versions. That is usually the point where a shared platform pays back. Signs you have outgrown the spreadsheet →
Related templates
Next steps in the supplier lifecycle.
Templates that pick up where this one ends.
Supplier intake request with approval routing
Request form that calculates sourcing route, risk class and required approvers.
View template →
Supplier onboarding checklist
21 onboarding tasks in five phases with owners, due dates and progress.
View template →
Weighted supplier scorecard with segment presets
Six dimensions, weights by segment, tiers and next actions.
View template →
Run it live
Run this process with your suppliers, not just in a file.
Start a free sandbox and set it up yourself: send requests and surveys to real suppliers, collect answers and see scores in one place.
