Vendor comparison workspace template

Compare proposals with their source terms.

Compare insurance renewal quotes or specialist subcontract proposals, with exclusions and assumptions visible beside the price.

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The busy work it replaces

Documents copied into spreadsheets, checks repeated by hand and review decisions scattered across email.

Data it uses

  • Renewal quotes or subcontract proposals
  • Expiring policy or tender requirements
  • Comparison criteria

Screens

  • Side-by-side comparison
  • Source documents
  • Exclusions and assumptions
  • Decision record

Results

  • Quotes compared on the same basis
  • Coverage or scope changes flagged
  • Reviewer records the reason for selection

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.