Get Vendor Evaluation Checklist

The Vendor Evaluation Checklist is a vital tool for assessing potential vendors and ensuring that they meet your requirements. This guide provides clear and detailed steps to help you complete the checklist online with ease.

Follow the steps to effectively fill out the Vendor Evaluation Checklist online

1. Click ‘Get Form’ button to access the Vendor Evaluation Checklist and open it for editing.
2. Begin by reviewing the 'Training' section. Indicate whether the vendor offers training and specify whether it is via webinar or in a classroom by selecting the appropriate checkboxes.
3. Next, assess the 'Upfront Investment' section. Note if demo units will be provided and any associated costs, as well as if a dealer fee exists, marking the checkboxes accordingly.
4. In the 'Sales & Marketing Support' section, provide information regarding the marketing services offered by the vendor and their ability to assist in sales appointments.
5. Move to the 'Technical Support' portion. Determine the cost of support, and whether it is for dealers or end users, and if it is available 24/7. Mark the relevant checkboxes based on your findings.
6. Next, evaluate the 'Margins' and 'Channel Program' sections. Document potential earnings, the structure of partner program tiers, and inquire about any channel conflicts or competitors in your region.
7. In the 'Awards & Accolades' section, check if the vendor has received any relevant awards and whether you can speak with an existing reseller for insights.
8. Once you have filled out all sections, ensure all necessary information is accurately entered. You can then save changes, download, print, or share the completed form as needed.

Complete the Vendor Evaluation Checklist online today to streamline your vendor assessment process.