This template helps procurement, IT, and ops teams compress a vendor comparison into a recommendation that leaders can sign off on quickly.
What's Included
- Recommendation first: The shortlisted winner and the one-line reason why.
- Scoring matrix: Each vendor rated on cost, fit, security, and support.
- Cost summary: Total cost of ownership and contract terms compared.
- Risk and red flags: Concerns flagged during evaluation and how to handle them.
How To Use
- Clone the template and add your vendor research, demos, and proposal notes.
- Ask the AI agent to score each vendor and draft the recommendation.
- Review the cost comparison and confirm the risk callouts.
- Share with stakeholders or attach it to the purchase approval.
Pair it with an AI agent that gathers vendor intel from the web, or explore more executive summary templates for M&A diligence and budget proposals.