Vendor Shortlist Qualification Form

Vendor Shortlist Qualification Form — Form Fields

This sales template includes 9 fields. Capture buyer evaluation criteria used to qualify vendors for a formal shortlist or RFP process. Free to customize and use on ZenBuild.

• Organization Name (text, required)
• Evaluator Name (text, required)
• Email Address (email, required)
• Evaluation Stage (dropdown selection, required) — options: Initial Research, Shortlisting, RFP Issued, Demo Phase, Final Selection
• Number of Vendors Being Evaluated (dropdown selection, required) — options: 2–3, 4–6, 7–10, More Than 10
• Top Selection Criteria (dropdown selection, required) — options: Price, Features, Integration, Support, Security, Vendor Reputation, References
• Budget (USD) (number, optional)
• Decision Date (text, required)
• Key Technical or Business Requirements (long text, required)