🔍 Did You Know? 74% of customers say product quality (not price or flashy marketing) is the biggest reason they stay loyal to your brand.
Every feature you ship, bug you fix, and update you release directly shapes how users experience and stick with your product. But without a structured review process, even high-performing teams risk misalignment and missed opportunities.
Product evaluation templates tackle this head-on. They simplify workflows, align stakeholders, and turn scattered feedback into confident, data-driven decisions.
Ready to see how they work—and discover the best options for your team? Let’s dive in. ✅
🧠 Quick Trivia: Product evaluation runs through every stage of the product lifecycle—a concept introduced by economist Theodore Levitt in 1965. His framework—intro, growth, maturity, decline—still shapes how teams assess, improve, and evolve products today.
Free Product Evaluation Templates to Streamline Reviews & Decisions
- What Are Product Evaluation Templates?
- Top Product Evaluation Templates at a Glance
- What Makes a Good Product Evaluation Template?
- Top Product Evaluation Templates for Gathering and Implementing Feedback
- 1. ClickUp Product Evaluation Form Template
- 2. ClickUp New Product Evaluation Form Template
- 3. ClickUp Software Heuristic Evaluation Template
- 4. ClickUp Software Evaluation Form Task Template
- 5. ClickUp Evaluation Report Template
- 6. ClickUp Product Features Matrix Template
- 7. ClickUp Software Comparison Template
- 8. ClickUp Pugh Matrix Template
- 9. ClickUp BCG Matrix Whiteboard Template
- 10. ClickUp Product Feedback Survey Template
- 11. ClickUp Customer Satisfaction Survey Template
- 12. ClickUp Feedback Form Template
- 13. ClickUp Form Template
- Build Better Products Faster with ClickUp
Summarize this article for me pleaseWhat Are Product Evaluation Templates?
Product evaluation templates are pre-built frameworks that help you review a product’s usability, functionality, performance, and overall value. They offer a structured, repeatable way to gather customer feedback, compare alternatives, and make confident decisions.
In product-led environments, every release ties directly to measurable outcomes like adoption, retention, and user satisfaction. Instead of starting from scratch, these evaluation tools save time, eliminate inconsistency, and scale your review process. Here’s how:
- Standardize reviews across product, design, QA, and research teams
- Score multiple options side by side—whether it’s features, tools, or design concepts
- Collect structured input with consistent questions and scoring metrics
- Track patterns over time to revisit findings with full reference and context
- Support go/no-go decisions backed by objective data, not just personal opinion
🌻 For instance, say you’re a SaaS startup launching a new project management app. A product evaluation template helps you gather customer feedback from beta users—rating ease of navigation, feature clarity, and overall usability. The result? Actionable insights to enhance key flows, fix friction points, and ship an adoption-ready product.
In short, these templates sharpen focus across your complete product development process—so you act faster, build better, and avoid costly errors.
Summarize this article for me pleaseTop Product Evaluation Templates at a Glance
| Template name | Download template | Ideal for | Best features | Visual format |
| ClickUp Product Evaluation Form Template | Get free template | SaaS teams, PMs, QA leads | Role-based feedback, scoring, dashboards, real-time views | ClickUp Form/List |
| ClickUp New Product Evaluation Form Template | Get free template | Startup founders, innovation teams, product strategists | Side-by-side scoring, record-keeping, instant reviews | ClickUp Form/List |
| ClickUp Software Heuristic Evaluation Template | Get free template | UX strategists, designers, Agile teams | Usability prompts, severity ranking, collaborative audits | ClickUp List |
| ClickUp Software Evaluation Form Task Template | Get free template | SaaS buyers, IT, product ops, cross-functional teams | Shared evaluation hub, reviewer tagging, vendor memory | ClickUp List |
| ClickUp Evaluation Report Template | Get free template | Product teams, QA leads, PMs | Executive summaries, charts, feedback synthesis | ClickUp Doc/List |
| ClickUp Product Features Matrix Template | Get free template | PMs, product marketers, startup teams | Impact/effort scoring, prioritization, task linking | ClickUp Board/List |
| ClickUp Software Comparison Template | Get free template | Product teams, SaaS buyers, engineering leads | Side-by-side tool comparison, filterable views, audit trail | ClickUp List/Table |
| ClickUp Pugh Matrix Template | Get free template | PMs, design leads, cross-functional teams | Weighted scoring, decision trail, reusable frameworks | ClickUp List |
| ClickUp BCG Matrix Whiteboard Template | Get free template | Executives, portfolio managers, strategists | Quadrant mapping, real-time whiteboarding, action items | ClickUp Whiteboard |
| ClickUp Product Feedback Survey Template | Get free template | PMs, UX researchers, growth teams | Custom surveys, segment filtering, task conversion | ClickUp Form/List |
| ClickUp Customer Satisfaction Survey Template | Get free template | Customer success, support leads, product marketers | CSAT/CES/NPS tracking, dashboards, actionable tasks | ClickUp Form/List |
| ClickUp Feedback Form Template | Get free template | Product teams, community managers, support leads | Always-on feedback, searchable archive, triage automation | ClickUp Form/List |
| ClickUp Form Template | Get free template | Product teams, marketers, researchers | Custom branding, reusable forms, automation-ready | ClickUp Form |
Summarize this article for me pleaseWhat Makes a Good Product Evaluation Template?
An effective product evaluation template isn’t just a checklist; it’s a decision-making tool. It should be focused enough to avoid clutter, yet thorough enough to surface what matters.
Whether you’re gathering beta input, comparing solutions, or running a product SWOT analysis, look for these core aspects:
- Scoring clarity: It should come with consistent scales (1–5 or red-yellow-green) to simplify feedback management. A strong template lets you compare responses from different reviewers at a glance and surface weak spots early
- Role-based fields: The template should allow you to structure input from stakeholders. Let PMs assess business impact, engineers flag tech risks, and designers highlight UX issues—each tagged by relevant specifications, use case, or product version
- Open-ended feedback fields: It should include space for user quotes or comments to uncover friction points that structured fields miss and drive meaningful improvements
- Relevant criteria: A well-structured template focuses on what’s truly important, not just what’s easy to measure. Whether it’s product adoption potential, effort level, or strategic alignment, every review should feed the bigger strategy
- Data visibility: It should distill responses in a clear direction. That way, you can auto-summarize results, highlight patterns visually, and export data easily, so your team can act fast without manual analysis
- Customizability: Go for a template that fits any evaluation workflow. Whether you’re testing features, reviewing tools, or collecting post-launch feedback, the layout should stay clean, easy to scan, and reusable
Summarize this article for me pleaseTop Product Evaluation Templates for Gathering and Implementing Feedback
Making product calls without alignment is a fast track to unlocking bugs, rework, and confusion. That’s where ClickUp—the everything app for work—steps in to bring structure, clarity, and speed to your evaluation process.
Here’s what Raúl Becerra, Product Manager at Atrato, has to say about ClickUp:
If you’re ready to boost efficiency like Atrato, ClickUp’s pre-built product evaluation templates are the perfect place to start. Let’s explore our top picks!
1. ClickUp Product Evaluation Form Template
The ClickUp Product Evaluation Form Template helps you capture and organize critical product feedback, without digging through email threads or chasing scattered input from multiple users. Built with customizable ClickUp Forms, it structures your reviews to reflect the metrics that matter and keeps teams focused.
It lets you add questions for your use case, tag responses by role or product version, and track insights in real-time views, including Lists, Boards, and more. This template is especially useful during the early stages of product development, when feedback loops need to be tight and actionable.
Here’s why you’ll like this template:
- Gather role-based feedback from PMs, QA, design, and engineering—no juggling separate forms
- Uncover risks and opportunities with consistent scoring and contextual, qualitative input
- Visualize the big picture with built-in ClickUp Dashboards that showcase form response data at a glance
🔑 Ideal for: SaaS teams collecting structured beta feedback, PMs leading SWOT evaluations, or QA leads running post-release reviews
➡️ Read More: How to Analyze Customer Feedback for Ultimate Success
2. ClickUp New Product Evaluation Form Template
95% of new products fail. And for small teams betting everything on one idea, failure is the endgame. No surprise, 92% of startups fold within their first three years. That’s why early validation is non-negotiable.
The ClickUp New Product Evaluation Form Template helps you pressure-test ideas before they drain your team’s time, budget, or momentum.
It helps you collect qualitative and quantitative input from stakeholders, customers, and internal teams, scoring viability, scalability, market fit, and potential risks. Plus, you can capture first impressions from testers to spot what excites or confuses users early on.
Here’s why you’ll like this template:
- Score multiple ideas side by side with a unified framework
- Keep a record of evaluations to refine, revisit, or defend decisions
- Launch structured reviews instantly using built-in forms and views
🔑 Ideal for: Startup founders, innovation teams, or product strategists validating new features, tools, or market entries
💡 Pro Tip: GenAI delivers a 20%–50% productivity boost for software product teams, and ClickUp Brain gets you there with one prompt.
Whether you’re validating a new feature or comparing product ideas, use ClickUp Brain to structure evaluations instantly. As the world’s most complete work AI, it has context of your workspace data and can provide tailored recommendations like no other AI assistant.
3. ClickUp Software Heuristic Evaluation Template
When your product feels off but you can’t pinpoint why, it’s time to bring in the experts. The ClickUp Software Heuristic Evaluation Template gives your team a structured way to audit usability before it hurts adoption or retention.
This template, built on proven UX principles like visibility, error prevention, and consistency, helps you review screens, flows, and interactions. No more waiting for user complaints. Spot friction and flag gaps early on. You can also rank issues by severity to fix them before the product goes live.
Here’s why you’ll like this template:
- Evaluate products with confidence using built-in prompts tied to usability heuristics
- Tag findings by feature, screen, or task flow to keep audits clean and actionable
- Collaborate seamlessly across product, design, and dev teams—right inside ClickUp
🔑 Ideal for: UX strategists, product designers, and Agile teams running usability audits before user acceptance testing or handoffs
4. ClickUp Software Evaluation Form Task Template
Evaluating software isn’t a one-and-done task—it’s a team sport. You’re juggling demos, feedback, purchase modules, and edge-case questions across departments.
The ClickUp Software Evaluation Form Task Template turns that chaos into a trackable system. Each tool becomes a task, with fields for scores, use case fit, and red flags. With this template, you can drop in trial notes, tag reviewers, and assign next steps in one hub.
Here’s why you’ll like this template:
- Replace scattered notes and threads with one shared evaluation hub
- Loop in legal and finance without chasing email approvals or losing version control
- Build your vendor memory—keep past evaluations handy for renewals, audits, or re-pitches
🔑 Ideal for: SaaS buyers, IT decision-makers, product ops teams, and cross-functional stakeholders vetting new platforms
📮 ClickUp Insight: 21% of people say more than 80% of their workday is spent on repetitive tasks. And another 20% say repetitive tasks consume at least 40% of their day.
That’s nearly half of the workweek (41%) devoted to tasks that don’t require much strategic thinking or creativity (like follow-up emails 👀).
ClickUp AI Agents help eliminate this grind. Think task creation, reminders, updates, meeting notes, drafting emails, and even creating end-to-end workflows! All of that (and more) can be automated in a jiffy with ClickUp, your everything app for work.
💫 Real Results: Lulu Press saves 1 hour per day, per employee using ClickUp Automations—leading to a 12% increase in work efficiency.
➡️ Read More: Free Software Evaluation Templates to Try Out
5. ClickUp Evaluation Report Template
Gathering feedback is half the battle. Making sense of it and turning it into confident buy-in? That’s what the ClickUp Evaluation Report Template simplifies. It gives you a clean framework to synthesize input and present it in a digestible, decision-ready format.
Compile findings from product tests, usability studies, or stakeholder reviews. Surface wins, highlights risks, and assigns follow-ups. Then, share the complete picture with decision-makers in a format built for retros, reviews, and roadmaps.
Here’s why you’ll like this template:
- Condense weeks of input into one executive-ready summary
- Back up recommendations with charts, feedback, and real user data
- Capture what worked, what didn’t, and what to improve next cycle
🔑 Ideal for: Product teams wrapping up reviews, QA leads compiling test results, or PMs sharing insights across stakeholders
🎯 ClickUp Hack: Use ClickUp Docs to layer context into your evaluation report—embed screenshots, user quotes, or decision rationale alongside the data. It keeps everything searchable, scannable, and shareable across teams.
6. ClickUp Product Features Matrix Template
One feature boosts retention. Another unblocks a key customer. A third satisfies the sales team’s loudest request. But what gets built first—and why? The ClickUp Product Features Matrix Template helps you answer that, without bias or burnout.
This template scores features by impact, urgency, effort, or strategic alignment in one centralized board. Whether you’re shaping a sprint or pitching a roadmap, this matrix reveals which ideas drive value and which ones need to be paused.
Here’s why you’ll like this template:
- Resolve internal push-pull with neutral, criteria-based scoring
- Find quick wins by plotting impact vs. effort trade-offs
- Link top picks to tasks, timelines, and owners—no wasted motion
🔑 Ideal for: PMs juggling cross-functional requests, product marketers shaping GTM plans, or startup teams managing fast-moving roadmaps
💡 Pro Tip: Don’t let your feature matrix go stale. Revisit scores after every major sprint, launch, or shift in user feedback. Priorities evolve, and your roadmap should evolve with them.
7. ClickUp Software Comparison Template
When picking the right tool—or building a better one—you need more than specs and star ratings. You need a structured comparison showing where each solution wins and where it falls short against your team’s needs.
The ClickUp Software Comparison Template does precisely that. You can use it to run competitive analyses or evaluate internal tools across real product criteria. This includes pricing models, user experience, feature sets, integration coverage, and long-term fit.
Here’s why you’ll like this template:
- Pinpoint feature gaps by comparing your roadmap against top competitors
- Speed up vendor shortlisting with sortable, filterable views in List or Table mode
- Document your decision-making process for future audits or team transparency
🔑 Ideal for: Product teams, SaaS buyers, and engineering leads running software evaluations or competitive research
➡️ Read More: Free Software Development Plan Templates
8. ClickUp Pugh Matrix Template
Choosing between product ideas shouldn’t be a guessing game or a debate. The Pugh Matrix gives your team a systematic way to compare options against a fixed baseline using weighted criteria.
The ClickUp Pugh Matrix Template puts that structure into action. It allows you to set your scoring criteria, assign weights to them, and rate each option scientifically. Once you’ve got your winner, turn it into a ClickUp Task, assign it, and move forward—aligned and bias-free.
Here’s why you’ll like this template:
- Simplify complex decisions with a clear side-by-side scoring layout
- Speed up evaluations by reusing scoring frameworks across features or sprints
- Justify your choices with a decision trail that’s easy to present or revisit
🔑 Ideal for: Product managers, design leads, and cross-functional teams comparing product features, user flows, vendors, or roadmap priorities
➡️ Read More: How to Conduct a Project Management Software Evaluation
9. ClickUp BCG Matrix Whiteboard Template
Product teams constantly juggle what to build, scale, or sunset—and the BCG Matrix helps cut through the noise. Initially developed by the Boston Consulting Group, this strategic framework classifies your offerings into four categories:
- Stars (high growth, high market share)
- Cash Cows (low growth, high share)
- Question Marks (high growth, low share)
- Dogs (low growth, low share)
The ClickUp BCG Matrix Whiteboard Template brings this model to life on an interactive canvas.
With this template, you can map features, services, or product lines by performance and potential. Then convert each sticky note into action items, assign owners, and align priorities—without switching tools.
Here’s why you’ll like this template:
- Evaluate product viability using a time-tested business strategy model
- Visualize your portfolio in real time with quadrant-based whiteboarding
- Turn every strategic call into a ClickUp Task with deadlines and clear accountability
🔑 Ideal for: C-suite executives, product portfolio managers, business strategists, and cross-functional teams managing multiple offerings
🔍 Did You Know? Apple’s portfolio is a textbook BCG Matrix in action. iPhones are Stars in a high-growth market, MacBooks are steady Cash Cows, and Apple TV+ is still a Question Mark. This mapping helps teams decide where to invest, optimize, or phase out, especially when managing multiple products simultaneously.
10. ClickUp Product Feedback Survey Template
Shipping a feature is only half the job—what truly matters is how users experience it. The ClickUp Product Feedback Survey Template gives you a fast, structured way to gather those insights post-launch, during betas, or after any major update.
This template allows you to send targeted surveys to specific user segments or moments in the customer journey. The best part? You can customize questions, add rating scales, and include open comment fields to capture quantifiable data and qualitative context—all in one streamlined workflow.
Here’s why you’ll like this template:
- Tailor surveys to specific features, user personas, or product milestones
- Filter responses by segment, release version, or feedback type
- Turn survey submissions into tasks, backlog items, or research threads instantly
🔑 Ideal for: Product managers, UX researchers, and growth teams collecting feedback after launches or updates
🧠 Fun Fact: In the 1980s, Claes Fornell—the Father of Customer Satisfaction—created the American Customer Satisfaction Index (ACSI). It was the first system to standardize customer feedback into measurable business insights.
11. ClickUp Customer Satisfaction Survey Template
CSAT, CES, and NPS aren’t just numbers—they’re signals that tell you what users love, what frustrates them, and what could cost you business.
The ClickUp Customer Satisfaction Survey Template is an ultimate tool to capture those signals across support, onboarding, and product touchpoints. It lets you track trends, segment feedback, and feed insights straight into support workflows—before churn becomes reality.
Plus, with ClickUp Brain, you can get AI to analyze and summarize form responses in seconds, without manually parsing through them.
Here’s why you’ll like this template:
- Analyze satisfaction trends by lifecycle stage or customer segment
- Visualize satisfaction scores over time with List, Board, or Dashboard views
- Align teams faster by turning survey responses into actionable, trackable tasks
🔑 Ideal for: Customer success teams, support leads, and product marketers focused on boosting loyalty metrics and increasing satisfied customers
12. ClickUp Feedback Form Template
Forms are the backbone of any feedback-driven workflow. Whether you’re collecting insights from users, QA testers, or sales representatives, the challenge is organizing answers so your team can act on them.
The ClickUp Feedback Form Template gives you a persistent, always-on channel to collect ad hoc input across your product, support, and community touchpoints.
You can embed this template directly in your app, docs, or email footer to turn scattered suggestions into structured, traceable submissions. Whether bugs, feature requests, or complaints, every response is automatically organized so your team never misses a beat or a brilliant idea.
Here’s why you’ll like this template:
- Give users a simple, no-login space to report bugs, suggest ideas, or flag issues
- Maintain a searchable archive of feedback for backlog grooming or user research
- Reduce time wasted triaging feedback from inboxes, DMs, or support tickets
🔑 Ideal for: Product teams, community managers, and customer support leads managing high volumes of user input
💡 Pro Tip: Use ClickUp Autopilot Agents to automatically analyze and triage incoming product feedback. Instead of manually sifting through long surveys or support tickets, set up an Agent to:
- Tag themes (e.g., “usability,” “performance,” “new feature request”)
- Prioritize by impact (flagging critical issues vs. nice-to-haves)
- Route tasks to the right team (UX, engineering, support)
This way, your product team gets structured insights in real time.
13. ClickUp Form Template
Running a usability test? Conducting a post-sprint product review? Need structured feedback for a feature launch? Skip the spreadsheets and start with the ClickUp Form Template—your customizable, no-code form builder built for product workflows.
You can choose from dropdowns, conditional logic, rating scales, and more to craft tailored surveys and scorecards. Plus, with this template, responses sync instantly with your ClickUp Boards, review Dashboards, or Automations—so evaluations flow into your system, not your inbox.
Here’s why you’ll like this template:
- Customize branding and tone to match your product team’s style
- Reuse forms across sprints, tests, or releases for consistent reviews
- Automate response routing to workflows, review boards, or follow-up tasks via ClickUp Automations
🔑 Ideal for: Product teams, marketers, and researchers building flexible, no-code product evaluation forms.
🎯 ClickUp Hack: Use these expert-backed strategies to sharpen your product evaluation process and make every review count.
- Define ‘good’ before you start. Set clear criteria for UX, performance, and impact—so your team isn’t guessing
- Diversify reviews. Loop in design, dev, support—different roles catch different issues
- Blend scores with stories. Ratings benchmark your product. Comments add detail and explain the ‘why’
- Review early and often. Run evaluations after sprints, betas, or big feature drops to continue improving
Summarize this article for me pleaseBuild Better Products Faster with ClickUp
What’s the difference between good products and great ones? You guessed it! Structured evaluations, shared insights, and smart prioritization. These ClickUp templates give you the power to do it all—faster, smarter, and with zero guesswork.
But that’s just the start. With ClickUp, you can connect evaluations to roadmaps, automate reviews, track live feedback, and turn insights into action. From discovery to delivery, ClickUp powers every step of your product journey.
Turn your evaluation process into your product’s competitive edge. Start using ClickUp today!
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