FREE DOWNLOAD

Stop Evaluating Procurement Platforms with the Wrong Questions

173 evaluation questions across 14 weighted categories, synthesized from real enterprise procurement RFPs. Built for rigorous vendor selection, with an AI-ready structure that lets you paste results into any LLM for instant analysis.

Derived from 20+ Fortune 500 RFPs
Weighted scoring + comparison dashboard
AI analysis prompt included

Download the RFP Template

173 questions, 14 weighted categories, vendor comparison dashboard, and a built-in AI analysis prompt.

What’s Inside the Template

Every section surfaces the capabilities that predict deployment success. Each question row includes its category and weight, so AI tools can analyze your results instantly.

3% WEIGHT

Company Overview

Financial stability, analyst recognition, customer retention, and industry references.

10 questions
5% WEIGHT

Platform Architecture

Orchestration layer positioning, multi-ERP support, zero-code configuration, data harmonization.

18 questions
10% WEIGHT

Data Intelligence

Organization-specific data models, schema discovery, data lineage, duplicate resolution, unified views.

10 questions
10% WEIGHT

Intake & Demand

Request capture, AI pre-fill, duplicate detection, contract enforcement, submission speed.

12 questions
20% WEIGHT (HIGHEST)

Workflow Orchestration

Human + system steps, nested workflows, parallel triage, dynamic routing, autonomous approvals.

23 questions
5% WEIGHT

Vendor Lifecycle

Onboarding, risk scoring, self-service portal, renewal tracking, automated reassessments, 360 profiles.

17 questions
15% WEIGHT

Integration Architecture

In-house vs. middleware, multi-ERP read/write, API monitoring, self-healing, integration drift detection.

16 questions
15% WEIGHT

AI & Automation

Production vs. roadmap, document comparison, natural language queries, agentic workflows, explainability.

15 questions
5% WEIGHT

Analytics & Dashboards

Real-time sourcing, self-service reporting, KPI tracking, BI export, role-based views.

8 questions
2% WEIGHT

Budget & Spend

Four-state tracking, real-time validation, budget transfers, accrual management.

8 questions
5% WEIGHT

Security & Compliance

Certifications, encryption, continuous monitoring, audit trails, RBAC, data residency.

10 questions
3% WEIGHT

Implementation

Deployment timelines, SI requirements, training needs, sandbox availability, phased rollout.

10 questions
1% WEIGHT

Support & Commercial

Pricing model, user limits, CSM inclusion, escalation paths, contract flexibility.

10 questions
1% WEIGHT

Product Roadmap

Committed vs. exploratory initiatives, R&D investment, backward compatibility, emerging tech.

6 questions

Sample Questions from the Template

A preview of the questions that separate leading orchestration platforms from legacy procurement tools.

4.2Can workflows include both human approval steps and automated system actions (e.g., triggering a PO in the ERP, initiating a contract in the CLM) within a single flow?Yes/No + Narrative
6.3Are all integrations built and maintained in-house by your engineering team, or does the platform rely on third-party middleware (e.g., Workato, MuleSoft, Boomi)?Narrative
7.1Which AI capabilities are in production today versus on the product roadmap? Distinguish clearly.Table
3.9What is the average number of clicks and time required to submit a standard request? Is formal end-user training required?Metrics
11.2Does the implementation require external system integrators, consultants, or professional services firms?Yes/No + Narrative

Who This Template Is For

P

Procurement Leaders

Running a formal vendor selection for intake, orchestration, or vendor management platforms. Use this to structure your RFP and compare vendors consistently.

IT

IT & Security Teams

Evaluating integration architecture, security posture, and technical fit. The template covers SSO, SCIM, data residency, API architecture, and compliance certifications.

F

Finance & Operations

Assessing budget management, spend visibility, invoice reconciliation, and commercial model transparency. Includes pricing model and TCO evaluation questions.

Recognized Industry Leader
Hype Cycle for Procurement
and Sourcing Solutions
(2024, 2025, 2026)
Hackett Group
G2 High Performer G2 Easiest to Use G2 Best Support G2 Most Likely to Recommend G2 Highest User Adoption

Ready to Run a Better Vendor Evaluation?

Download the complete 173-question RFP template with weighted scoring, vendor comparison dashboard, and a built-in AI analysis prompt. Free, no strings attached.