Vendor evaluation usually breaks down in predictable ways: the “scorecard” lives in someone’s spreadsheet, the real feedback lives in Slack, and renewals get decided in a meeting where everyone remembers different incidents.
In a world where supply risk is constant, that setup is way too fragile. Procurement leaders consistently rank risk mitigation as a top priority, and many point to keeping active alternate sources as the most effective move.
This guide gives you 10 ready-to-use vendor scorecard templates so you can score vendors with consistent criteria, spot risks early, and make sourcing decisions you can actually defend. We’ll also show how to run weighted scoring inside ClickUp when you want more than a simple 1–5 rating.
10 Free Vendor Scorecard Templates
- Vendor Scorecard Templates at a Glance
- What Is a Vendor Scorecard Template?
- Why Use a Vendor Scorecard Template?
- 1. ClickUp Vendor Management Checklist Template
- 2. ClickUp Vendor Retro Template
- 3. ClickUp Vendor Master List Template
- 4. ClickUp Comparison Matrix Template
- 5. ClickUp Balanced Scorecards Template
- 6. ClickUp Software Evaluation Template
- 7. ClickUp Vendor Agreement Template
- 8. Vendor Evaluation Form by Jotform
- 9. Lead Scoring Template by Hubspot
- 10. Vendor management checklist template by Coeffiennt.io
- How to Build a Scorecard That Actually Works
- Best Practices for Using Vendor Scorecard Templates
- From Scattered Data to Strategic Decisions
- Frequently Asked Questions
Summarize this article for me pleaseVendor Scorecard Templates at a Glance
| Template | Download Link | Ideal For | Best Features | Visual Format |
|---|---|---|---|---|
| ClickUp Vendor Management Checklist Template | Get free template | Teams onboarding vendors and managing compliance steps | Pre-built qualification checklist, Custom Fields for vendor data, assignees and due dates, supports adding scoring | Checklist workflow |
| ClickUp Vendor Retro Template | Get free template | Teams reviewing vendor performance after projects or contracts | Structured reflection sections, collaborative Docs, tagging, qualitative insight capture | Retrospective template |
| ClickUp Vendor Master List Template | Get free template | Organizations managing multiple suppliers in one place | Centralized vendor database, Table view, Custom Fields for contacts, certifications, and risk | Master database |
| ClickUp Comparison Matrix Template | Get free template | Procurement teams comparing vendors side-by-side during RFPs | Matrix layout, weighted scoring fields, color-coded indicators, automated ranking | Comparison matrix |
| ClickUp Balanced Scorecards Template | Get free template | Teams evaluating vendors across financial, quality, process, and growth dimensions | Four-quadrant scorecard, Custom Field scoring, dashboard integration | Balanced scorecard |
| ClickUp Software Evaluation Template | Get free template | IT, procurement, and ops teams assessing software and SaaS vendors | Evaluation across integrations, compliance, support, pricing, weighted scores, cross-functional feedback | Software scorecard |
| ClickUp Vendor Agreement Template | Get free template | Teams documenting contracts, SLAs, renewal timelines, and vendor obligations | Tracks contract terms, SLAs, renewal dates, linked review workflows, Custom Fields | Agreement tracker |
| Vendor Evaluation Form by Jotform | Download this template | Organizations wanting a simple form-based vendor evaluation process | Customizable form builder, rating scales, structured fields, real-time submissions, centralized response storage | Evaluation form |
| Lead Scoring Template by HubSpot | Download this template | Teams needing a simple spreadsheet-based vendor scoring model | Basic scoring fields, customizable metrics, easy comparison, spreadsheet-friendly layout | Spreadsheet template |
| Vendor Management Checklist Template by Coefficient.io | Download this template | Teams tracking compliance steps and vendor process workflows | Checklist-based task tracking, structured workflow, documentation fields, process consistency | Checklist template |
Summarize this article for me pleaseWhat Is a Vendor Scorecard Template?
A vendor scorecard template is a standard framework for measuring and comparing supplier performance using the same criteria every time, like quality, delivery reliability, cost, responsiveness, and risk.
Instead of relying on opinions or one-off feedback, it gives your team a repeatable way to score vendors consistently, spot performance trends over time, and make decisions you can actually explain during renewals or escalations.
📮 ClickUp Insight: 92% of knowledge workers risk losing important decisions scattered across chat, email, and spreadsheets. Without a unified system for capturing and tracking decisions, critical business insights get lost in the digital noise. With ClickUp’s ClickUp Task Management capabilities, you never have to worry about this. Create tasks from chat, task comments, docs, and emails with a single click!
Summarize this article for me pleaseWhy Use a Vendor Scorecard Template?
If you don’t have a scorecard system, vendor management turns reactive fast. You only notice problems when something breaks: a late shipment, a failed SLA, a support escalation that suddenly becomes your emergency.
A scorecard flips the dynamic. You get early signals, a paper trail, and a way to compare vendors without shifting the goalposts mid-quarter.
Using a standardized vendor management scorecard helps you:
- Make objective vendor comparisons: Stop relying on gut-feel decisions by scoring all suppliers against the same set of criteria. This ensures fairness and helps you identify top performers based on hard data
- Identify risks early: Spot declining performance trends over multiple review periods, allowing you to intervene before a small issue becomes a major supply chain disruption—critical since 74% of CPOs cite finding alternative supply sources as their most effective risk-mitigation lever
- Build stronger vendor relationships: Provide suppliers with clear, constructive feedback backed by data. This gives them concrete targets for improvement and fosters a more collaborative partnership
- Make faster procurement decisions: When it’s time for contract renewal, you can quickly see which vendors are meeting expectations and which are not, saving time on lengthy re-evaluations
- Keep documentation audit-ready: Maintain a clear, consistent paper trail of every vendor performance evaluation, ensuring you’re always prepared for compliance checks
💡 Pro Tip: Vendor history shouldn’t live in people’s memories
When a vendor issue pops up, the worst question is “Where was that documented?” With ClickUp Enterprise Search, you can pull past scorecards, incident notes, renewal decisions, contract terms, and stakeholder feedback with one query so evaluation is based on evidence, not Slack archaeology.
🎥 When evaluating software vendors, understanding key development metrics can help you assess their technical capabilities and delivery performance more effectively. This video provides an overview of essential software development KPIs that can inform your vendor evaluation criteria.
Summarize this article for me please10 Free Vendor Scorecard Templates
These 10 free vendor scorecard templates give you a head start, so you can pick the one that best fits your needs and customize it from there.
1. ClickUp Vendor Management Checklist Template
Tired of steps getting missed during vendor onboarding? This task-based checklist Vendor Management Checklist Template by ClickUp ensures every compliance check and management activity is tracked from start to finish. It’s perfect for teams that need a repeatable process for bringing on new vendors and conducting periodic reviews.
This template combines process with performance tracking.
What this template includes:
- Pre-built checklist items for every step of the vendor qualification process
- ClickUp Custom Fields to track vendor status, contract dates, and compliance documentation
- Clear accountability using ClickUp Assignees and ClickUp Due Dates
- Flexible structure that supports adding scoring criteria alongside checklist tracking
Stop manually tracking renewal dates—automation in procurement processes delivers an average 18% ROI with just 12-month payback. Never miss a contract deadline by setting up ClickUp Automations to automatically trigger review tasks or send notifications when a due date is approaching.
2. ClickUp Vendor Retro Template
Sometimes a simple score doesn’t tell the whole story. This retrospective-style Vendor Retro Template by ClickUp helps your team conduct meaningful post-project or post-contract vendor reviews to capture valuable lessons learned. It’s ideal for teams who want to understand the “why” behind a vendor’s performance.
This template transforms feedback into actionable insights.
What this template includes:
- Structured sections for what went well, what did not, and action items for future engagements
- Collaborative feedback collection using ClickUp Docs
- Easy organization and reference with ClickUp Tagging
- Captures qualitative insights that support smarter vendor selection decisions
3. ClickUp Vendor Master List Template
Is your vendor information scattered across a dozen different files? This centralized database Vendor Master List Template by ClickUp solves that by tracking all your vendors in one place, complete with key details and performance indicators. It’s a must-have for any organization managing multiple suppliers and needing one centralized vendor database.
This supplier scorecard template serves as the foundation for your entire vendor management program.
What this template includes:
- Spreadsheet-style tracking using ClickUp Table View
- ClickUp Custom Fields for contact information, certifications, and risk ratings
- Fast search and sorting with ClickUp Filtering
- Ability to link individual scorecards back to the master vendor database
Turn raw data into powerful insights. Get a high-level look at your entire supplier network at a glance by pulling data from this list into real-time vendor performance overviews with ClickUp Dashboards.
4. ClickUp Comparison Matrix Template
Choosing between multiple vendors during an RFP process can feel like comparing apples and oranges. This side-by-side Comparison Matrix Template by ClickUp brings clarity to the vendor evaluation scorecard process by letting you evaluate multiple suppliers against the exact same criteria. It’s built for procurement teams who need to make defensible, data-driven selection decisions.
This template is purpose-built to help you move from a long list to a shortlist with confidence.
What this template includes:
- Structured matrix layout comparing vendors against the same evaluation criteria
- Automated ranking using ClickUp Weighted Scoring Fields (Formula Fields)
- Visual performance cues with ClickUp Color-coded Status Indicators
- Clear and defensible evaluation framework supporting final vendor selection
Want weighted scoring without spreadsheet math?
In ClickUp, add each KPI as a Custom Field, then use Formula Fields to calculate weighted totals automatically. That way the template stays consistent even when multiple reviewers score vendors. ✨
5. ClickUp Balanced Scorecards Template
Focusing only on cost is a common mistake that can lead you to choose a cheap vendor who ends up costing you more in the long run due to poor quality or service. This strategic scorecard Balanced Scorecards Template by ClickUp helps you evaluate vendors across multiple performance dimensions, ensuring you get a holistic view of their value.
This template prevents you from over-indexing on price at the expense of quality or innovation.
What this template includes:
- Four-quadrant evaluation across financial, customer/quality, internal process, and learning/growth perspectives
- Scoring across dimensions using ClickUp Custom Fields
- Dashboard-ready format for executive-level reporting
- Based on the balanced scorecard methodology adapted for supplier performance management
6. ClickUp Software Evaluation Template
Evaluating software vendors comes with its own unique set of challenges. This specialized scorecard Software Evaluation Template by ClickUp is designed specifically for IT, procurement, and operations teams tasked with assessing technology vendors and SaaS tools.
This template addresses the unique considerations of software procurement. 🛠️
What this template includes:
- Evaluation across functionality fit, integration capabilities, security/compliance, support quality, and pricing model
- Structured feedback capture from cross-functional stakeholders
- Vendor ranking using weighted scoring fields
- Helps assess long-term technical factors such as API availability and data portability
7. ClickUp Vendor Agreement Template
A vendor contract is more than just a legal document—it’s a promise of performance. This Vendor Agreement Template by ClickUp helps you bridge the gap between legal agreements and operational reality by documenting vendor agreements alongside performance expectations and Service Level Agreements (SLAs). It’s perfect for teams who want to hold vendors accountable for what they actually promised.
This template turns your contracts into living documents.
What this template includes:
- Structured documentation of key contract terms, SLA commitments, and performance benchmarks
- Tracking agreement status, renewal dates, and compliance using ClickUp Custom Fields
- Contract review workflows supported by ClickUp Linked Tasks
- Helps ensure negotiated terms are actively monitored and enforced
8. Vendor Evaluation Form by Jotform
The Vendor Evaluation Form Template provides a structured way to assess supplier performance using standardized rating criteria and feedback fields. It helps teams collect consistent evaluation data on vendor quality, reliability, and service efficiency, making it easier to compare vendors and identify improvement areas. This template is ideal for organizations that want a simple, form-based approach to vendor performance tracking without complex setup.
This template supports consistent and structured vendor assessment.
What this template includes:
- Structured vendor performance evaluation using rating scales and feedback fields
- Captures key vendor details such as vendor information and evaluation criteria
- Customizable form builder to add or modify scoring fields and assessment questions
- Real-time data collection for consistent vendor performance tracking
- Easy sharing via secure form link or embed for stakeholder input
- Centralized response storage for analysis and comparison
- Supports both quantitative ratings and qualitative feedback for balanced evaluation
9. Lead Scoring Template by Hubspot
If you’re looking for a simple, no-frills starting point for your vendor rating Lead Scoring Template by Hubspot, this downloadable spreadsheet from HubSpot is a quick and easy option. It provides a basic framework that you can customize in Excel or Google Sheets.
This template is great for getting started quickly.
What this template includes:
- Basic scoring structure covering common supplier metrics
- Fully customizable evaluation fields and criteria
- Spreadsheet-friendly format for ease of use
- Simple comparison across vendors
As a static spreadsheet, this template requires manual updates and calculations. It exists outside of your project management workflows, which can lead to data silos and context sprawl.
10. Vendor management checklist template by Coeffiennt.io
This checklist-style Coefficient.io’s Vendor Management Checklist Template from Coefficient.io focuses on the procedural side of vendor management, such as compliance and task tracking. It’s a practical choice for teams who want a task-oriented approach to vendor oversight.
This template excels at process compliance.
What this template includes:
- Checklist-based vendor qualification and compliance tracking
- Structured workflow for vendor management processes
- Documentation support for vendor procedures and requirements
- Focus on compliance and process consistency
While excellent for tracking process completion, this checklist approach is less suited for quantitative performance scoring and trend analysis over time.
Summarize this article for me pleaseHow to Build a Scorecard That Actually Works
Before you pick a template, lock three things. This is the difference between a scorecard your team trusts and a scorecard people ignore.
- Scale: Keep it simple (1–5 or 1–10)
- Weights: Decide what matters most (delivery vs cost vs risk) and document it
- Cadence: Set the review rhythm (monthly for critical vendors, quarterly for most others)
Once the scoring logic is set, you can choose the template that matches your workflow.
Key metrics to include in your vendor scorecard
Tracking the wrong metrics is just as problematic as tracking nothing at all. A great vendor evaluation scorecard focuses on a balanced set of key performance indicators (KPIs) that reflect what truly matters to your business. While the specifics depend on your industry, most scorecards include these core procurement KPIs.
- Quality metrics: This tracks how well a vendor’s product or service meets your standards. Include defect rates, return rates, and conformance to specifications
- Delivery performance: This measures reliability and timeliness. Key metrics are on-time delivery rate, lead time accuracy, and order fulfillment completeness
- Cost metrics: This goes beyond the sticker price to assess total value. Track price competitiveness against the market, invoice accuracy, and the total cost of ownership
- Responsiveness and service: This evaluates how easy the vendor is to work with. Measure communication turnaround time, issue resolution speed, and their flexibility with urgent requests
- Compliance and risk: This assesses the vendor’s stability and adherence to regulations. Include their insurance and certification status, financial stability indicators, and compliance with industry standards
- Relationship factors: This captures the strategic value of the partnership. Score their account management quality, willingness to collaborate on improvements, and contributions to innovation
Summarize this article for me pleaseBest Practices for Using Vendor Scorecard Templates
Even the best vendor scorecard template will fail if your team doesn’t follow a consistent process. Here are some best practices to ensure your vendor evaluation program succeeds. 🙌
- Define criteria before you start scoring: Get alignment from all stakeholders on what metrics matter and how they’ll be weighted. Changing the rules mid-game undermines consistency and fairness
- Keep scoring scales simple: A simple one-to-five scale is usually sufficient. Overly complex scales can lead to confusion and inconsistent ratings from different evaluators
- Schedule regular review cycles: Consistency is key. Quarterly reviews work well for most vendor relationships, but you might consider monthly check-ins for high-risk suppliers as a risk mitigation strategy
- Involve multiple stakeholders: Procurement shouldn’t score vendors in a vacuum. Get input from the people on the front lines who work with the vendors every day
- Share feedback with your vendors: Scorecards are most powerful when they’re used as a tool for improvement. Share the results with your vendors to give them a clear path to a stronger partnership
- Track trends, not just snapshots: A single low score could be an anomaly. What you really need to watch for are declining scores over multiple review periods, as this signals a real problem
Stop letting valuable insights get lost in static reports. Visualize score trends over time and turn your data into actionable intelligence by using ClickUp Dashboards, which pull real-time data from your tasks and Custom Fields. To dig even deeper and turn your data into actionable intelligence instantly, ask ClickUp Brain to summarize vendor performance data or identify top performers.
💡 Pro Tip: Keep vendor reviews on track
Vendor scorecards fail when the process isn’t enforced consistently. ClickUp Super Agents can monitor scorecard due dates, flag vendors with declining scores across cycles, and nudge owners when a review is overdue, so “quarterly reviews” stop being an aspirational sentence and become an operational habit.
Summarize this article for me pleaseFrom Scattered Data to Strategic Decisions
Vendor scorecards work because they make performance visible before it becomes a fire drill. With a consistent scoring system, you can spot drift early, reward vendors who actually deliver, and walk into renewals with receipts instead of vibes.
Pick the template that fits your use case, set your scoring logic once, and run your first review cycle. After that, the process compounds.
Get started for free with ClickUp and customize the templates to match how your team evaluates vendors.
Summarize this article for me pleaseFrequently Asked Questions
How often should I update vendor scorecards?
Quarterly reviews work well for most vendor relationships, providing enough time to observe meaningful performance patterns without creating excessive administrative burden. For critical suppliers or those with recent performance issues, monthly check-ins may be appropriate. The key is consistency—irregular reviews undermine the credibility of your evaluation process and make trend analysis unreliable.
What’s the difference between a vendor scorecard and a vendor assessment?
A vendor assessment is typically a point-in-time evaluation conducted during vendor selection or qualification—essentially a snapshot of capabilities and fit. A vendor scorecard, on the other hand, is an ongoing performance tracking tool that measures how well an established vendor is meeting expectations over time. Think of assessments as the hiring interview and scorecards as the ongoing performance reviews.
How do I get stakeholder buy-in for implementing vendor scorecards?
Start by demonstrating the cost of the current approach—the time wasted searching for information, the decisions made on incomplete data, and the problems that weren’t caught early. Then propose a pilot program with three to five of your most important vendors. Quick wins from the pilot build momentum for broader adoption, and early participants often become advocates for expanding the program.
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