What this template is for
A pre-qualification checklist for evaluating new suppliers before adding them to your approved vendor list. This downloadable template helps procurement professionals streamline their audit process — no need to build complex spreadsheets from scratch.
What's included
- Pre-qualification questionnaire with 30+ evaluation points
- Documentation requirements checklist (certifications, insurance, references)
- Financial health assessment section with ratio analysis
- Site visit readiness checklist for on-site evaluation planning
- Qualification decision matrix (Approve/Conditional/Reject)
Who should use this
- Procurement teams onboarding new suppliers and needing a standardized qualification process.
- Supplier quality engineers evaluating whether a potential supplier meets minimum requirements.
How to use it
- Send the Pre-Qualification Questionnaire to the potential supplier
- Review returned documentation against the requirements checklist
- Complete the Financial Health section using provided financial data
- If qualification proceeds, use the Site Visit Readiness checklist to prepare
- Make final qualification decision using the Decision Matrix