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FREE EVALUATION SHEET

RFP Vendor Evaluation Workbook

A structured scoring framework to compare software vendors objectively and select the best-fit innovation or portfolio management software

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Overview

Evaluating RFP responses can quickly become complex — especially when multiple teams, criteria, and vendor options are involved. The RFP Vendor Evaluation Workbook gives you a clear, standardized structure to assess each vendor side by side and turn qualitative responses into objective, data-driven insights.

What the workbook helps you achieve:

  • A complete list of must-have and important capabilities
  • Integration, workflow, and portfolio management requirements
  • Security, compliance, and data residency questions
  • Assessment of implementation approach and migration methodology
  • Support, training, and product roadmap criteria
  • A structured pricing breakdown for full vendor transparency

Use this workbook together with the RFP Template to create a complete, end-to-end vendor selection process.