Quotation evaluation template excel 2026

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  1. Click ‘Get Form’ to open the quotation evaluation template in the editor.
  2. Begin by filling in the 'Prepared by' section with your name, department, and phone number. This identifies who is completing the form.
  3. In the 'Purchase Description' field, provide a detailed description of the item or service you are evaluating.
  4. Enter the 'Required Delivery Date' to indicate when you need the items or services delivered.
  5. List at least three companies from which you have obtained quotes in the designated fields. Ensure that each company’s total price is entered accurately.
  6. After evaluating the quotes, make your supplier recommendation in the provided section. Include a basis for your recommendation if it is not solely based on price.
  7. Complete your information at the bottom of the form, including your signature and date, to validate your evaluation.

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