Procurement
RFP template for UK businesses
WordPDF
A ready-made request for proposal that gets suppliers answering the same questions in the same order.
View template: RFP template for UK businesses
Templates
Free Procurement and Sourcing Templates
Practical templates we use in procurement, sourcing and cost reduction work, written for business owners and finance leads. Each one explains when to use it and how to fill it in.
Templates
Procurement
Purchase order template
ExcelWord
A simple purchase order with automatic totals, VAT and the terms a supplier needs to fulfil the order.
View template: Purchase order templateProcurement
RFI template
WordPDF
A request for information that helps you learn the market and build a shortlist before you tender.
View template: RFI templateProcurement
Request for quotation (RFQ) template
ExcelWord
An RFQ form and price comparison sheet so every supplier quotes on exactly the same basis.
View template: Request for quotation (RFQ) templateProcurement
Supplier Scorecard Template
Excel
A weighted scorecard to compare suppliers objectively during a tender or an annual review.
View template: Supplier Scorecard TemplateProcurement
Tender template
WordPDF
An invitation to tender pack that sets the rules, scope and timetable for a competitive process.
View template: Tender templateProcurement
Procurement policy template
WordPDF
A plain-English policy setting out who can buy what, how many quotes are needed and who signs off.
View template: Procurement policy templateProcurement
Category strategy template
WordPDF
A short plan for how you will buy one category of spend, from current position to next actions.
View template: Category strategy templateProcurement
Contract register template
Excel
A single list of supplier contracts with owners, notice periods and renewal alerts.
View template: Contract register templateProcurement
Supplier onboarding form
WordPDF
A new supplier form that collects company, bank, insurance and compliance details in one go.
View template: Supplier onboarding formProcurement
Tender evaluation matrix
Excel
A scoring matrix that combines quality and price scores into a defensible tender decision.
View template: Tender evaluation matrixNeed help putting a template into practice?
Templates are a good start. When you want experienced hands on the work itself, these are the services we offer.