Vendor & buying templates

Tool evaluation scorecards, stack audits, and renewal calendars for revenue tooling.

Who uses these templates

Sales ops and RevOps leaders evaluating new tools
Procurement partners running software reviews
Teams auditing their revenue tech stack before renewals

Showing 16 of 16 templates

All templates

16 templates

CRM RFP template
A CRM RFP template with weighted requirements, a fixed vendor response scale, scripted demos on your own data, and commercial questions. Free PDF and CSV.
6 sectionsPDF + CSV
CRM requirements template
A CRM requirements template that gathers needs by persona and process, with MoSCoW priority and a link to each RFP requirement ID. Free PDF and CSV.
7 sectionsPDF + CSV
Sales software evaluation scorecard
A software evaluation scorecard for sales tools with weighted criteria, 1-5 anchors, and a required evidence column for every score. Free PDF and CSV.
6 sectionsPDF + CSV
Sales tool business case template
A software business case template for sales tools: full cost, one measurable outcome, conservative payback math, and a kill criterion. Free PDF and CSV.
7 sectionsPDF + CSV
RevOps tech stack audit template
A sales tech stack audit template for every revenue tool's cost, seat usage, renewal date, and overlap, with a keep or cut decision. Free PDF and CSV.
5 sectionsPDF + CSV
Sales engagement platform RFP template
A sales engagement platform RFP template covering deliverability, CRM sync depth, sequence governance, and AI approval steps. Free PDF and CSV.
5 sectionsPDF + CSV
Sales tool ROI calculator
A sales tool ROI calculator that turns time saved and conversion lift into dollars, with conservative haircuts and a worked example. Free PDF and CSV.
6 sectionsPDF + CSV
CPQ RFP template
A CPQ RFP template with weighted requirements for your pricing model, discount approvals, amendments, and ERP and billing integration. Free PDF and CSV.
5 sectionsPDF + CSV
SaaS contract negotiation checklist
A SaaS contract negotiation checklist for terms beyond price: uplift caps, seat flexibility, true-ups, exit, data export, SLAs, and auto-renew. Free PDF.
6 sectionsPDF
Revenue intelligence RFP template
A revenue intelligence RFP with weighted requirements for call capture, deal inspection, forecasting, and CRM sync, plus scripted demos. Free PDF and CSV.
5 sectionsPDF + CSV
Software pilot plan template
A software pilot plan template: time-boxed, with success criteria agreed before it starts, a control group, and a go or no-go decision. Free PDF and CSV.
7 sectionsPDF + CSV
Vendor security review checklist
A vendor security review checklist for tools touching CRM data: SSO, scopes, residency, subprocessors, retention, and certifications. Free PDF and CSV.
7 sectionsPDF + CSV
Commission software RFP template
A commission software RFP with weighted requirements and plan test cases for splits, accelerators, mid-period changes, and clawbacks. Free PDF and CSV.
5 sectionsPDF + CSV
Sales forecasting software RFP
A forecasting software RFP with weighted requirements for forecast methods, roll-ups, overrides, snapshots, and accuracy reporting. Free PDF and CSV.
5 sectionsPDF + CSV
Sales tool rollout plan
A software rollout plan for sales tools with a launch timeline, training by role, adoption metrics set in advance, and a 60-day review. Free PDF and CSV.
6 sectionsPDF + CSV
SaaS renewal tracker
A software renewal tracker with notice deadlines, decision-by dates, and uplift caps, so revenue tools stop auto-renewing by accident. Free PDF and CSV.
5 sectionsPDF + CSV

Other template categories

For the software that automates this work, browse by software category, run side-by-side comparisons, or look up a metric in the sales ops glossary.