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Referral Marketing Platform Vendor Evaluation Form
About this free form template

Streamline Your Referral Marketing Platform Selection with Paperform

Choosing the right referral marketing platform is critical for growth marketing teams looking to scale customer acquisition through word-of-mouth. This Referral Marketing Platform Vendor Evaluation Form helps you systematically assess vendors based on the features that matter most: advocate identification, reward management, fraud detection, and program ROI tracking.

With Paperform's intuitive form builder, you can customize evaluation criteria to match your specific business needs, collaborate with stakeholders across marketing and procurement teams, and make data-driven vendor decisions faster. The conditional logic ensures evaluators only see relevant sections based on their responses, streamlining the assessment process.

Why this template works for growth marketing and procurement teams:

  • Comprehensive evaluation framework: Assess vendors across all critical dimensions—from technical capabilities and integration support to pricing models and customer success resources
  • Structured scoring system: Use rating scales and matrix questions to quantify vendor performance and create objective comparisons
  • Collaborative feedback: Share the form with multiple team members to gather diverse perspectives from growth marketers, engineers, and finance stakeholders
  • Automated workflows with Stepper: Connect your evaluation data to Stepper to automatically notify decision-makers when evaluations are complete, create comparison reports, or trigger vendor follow-up tasks

Once you've selected your vendor, use Papersign to send contracts and service agreements for secure eSignature, keeping your entire procurement process connected and compliant.

This template is perfect for marketing agencies, SaaS companies, e-commerce brands, and any growth-focused organization evaluating referral marketing platforms to drive scalable customer acquisition. Make smarter vendor decisions with a standardized evaluation process that your entire team can trust.

Built for growing businesses, trusted by bigger ones.
Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.

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