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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.