Professional Services Vendor Evaluation Form

Streamline your vendor evaluation process with Paperform

Managing professional services vendors and consultants requires consistent, thorough performance evaluation. This Professional Services Vendor Evaluation Form provides a structured framework to assess consultant performance across key dimensions including deliverable quality, expertise level, project management capabilities, and value for money.

Built for procurement teams, project managers, and business leaders who work with external consultants, this template helps you capture detailed feedback that drives better vendor relationships and informed decision-making for future engagements.

Why use this vendor evaluation template?

Professional services engagements represent significant investments, and systematic evaluation ensures you're getting the value you expect. This form template helps you:

• Standardise assessments across different projects and consultants for consistent, comparable data
• Identify top performers and opportunities for improvement through structured rating scales
• Document performance systematically to support vendor selection, contract renewals, and negotiations
• Gather actionable insights from project teams while details are fresh

Features designed for professional services evaluation

The template includes rating fields for critical performance areas: deliverable quality, technical expertise, communication skills, project management capabilities, responsiveness, and overall value. Conditional logic can be added to capture detailed feedback when ratings fall below expectations, helping you understand exactly where improvement is needed.

With Paperform's calculation capabilities, you can automatically generate weighted scores that combine multiple rating dimensions into an overall vendor performance score—perfect for quarterly reviews or annual evaluations.

Automate your vendor management workflow

Connect this evaluation form to your broader vendor management process using Stepper, Paperform's AI-native workflow automation tool. When an evaluation is submitted, automatically:

• Update vendor records in your CRM or procurement system
• Notify procurement teams of low-performing vendors requiring attention
• Generate performance reports and share with stakeholders
• Trigger follow-up actions like scheduling review meetings or renewal discussions

This template is trusted by consulting firms, agencies, corporate procurement departments, and professional services teams who need a reliable, professional way to evaluate vendor performance without complex software.

Start building better vendor relationships today with structured feedback that drives continuous improvement.