Vendor Evaluation Form
Make informed vendor decisions with this professional evaluation form. Assess suppliers across key performance dimensions including quality, delivery, pricing, communication, and support. Features a multi-criteria scoring matrix, risk assessment slider, and overall recommendation rating. Perfect for procurement teams, supply chain managers, and businesses that need structured vendor performance reviews.
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export function vendorEvaluation(form: FormTs) {
// Vendor Evaluation Form - Professional B2B supplier assessment
// Demonstrates: MatrixQuestion, Slider, StarRating, RatingScale (NPS), SuggestionChips, dynamic styling, conditional visibility
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'Vendor Evaluation Form',
computedValue: () => 'Assess supplier performance across key business criteria',
customStyles: {
backgroundColor: '#0f766e',
color: 'white',
padding: '24px',
borderRadius: '12px',
textAlign: 'center'
}
});
});
// ============================================
// SECTION 1: Vendor Information
// ============================================
const vendorInfo = form.addSubform('vendorInfo', {
title: 'Vendor Information'
});
vendorInfo.addRow(row => {
row.addTextbox('vendorName', {
label: 'Vendor/Supplier Name',
placeholder: 'Enter vendor company name',
isRequired: true
}, '1fr');
row.addDropdown('vendorCategory', {
label: 'Vendor Category',
options: [
{ id: 'raw-materials', name: 'Raw Materials' },
{ id: 'components', name: 'Components/Parts' },
{ id: 'equipment', name: 'Equipment/Machinery' },
{ id: 'software', name: 'Software/Technology' },
{ id: 'services', name: 'Professional Services' },
{ id: 'logistics', name: 'Logistics/Shipping' },
{ id: 'facilities', name: 'Facilities/Maintenance' },
{ id: 'other', name: 'Other' }
],
placeholder: 'Select category',
isRequired: true
}, '1fr');
});
vendorInfo.addRow(row => {
row.addDropdown('relationshipLength', {
label: 'Relationship Duration',
options: [
{ id: 'new', name: 'New (< 6 months)' },
{ id: '6-12', name: '6-12 months' },
{ id: '1-2', name: '1-2 years' },
{ id: '2-5', name: '2-5 years' },
{ id: '5+', name: 'More than 5 years' }
],
placeholder: 'Select duration'
}, '1fr');
row.addDropdown('contractValue', {
label: 'Annual Contract Value',
options: [
{ id: 'small', name: 'Under $10,000' },
{ id: 'medium', name: '$10,000 - $50,000' },
{ id: 'large', name: '$50,000 - $250,000' },
{ id: 'strategic', name: 'Over $250,000' }
],
placeholder: 'Select value range'
}, '1fr');
});
vendorInfo.addRow(row => {
row.addTextbox('evaluatorName', {
label: 'Your Name',
placeholder: 'Enter your name'
}, '1fr');
row.addDropdown('evaluatorRole', {
label: 'Your Role',
options: [
{ id: 'procurement', name: 'Procurement/Purchasing' },
{ id: 'operations', name: 'Operations' },
{ id: 'quality', name: 'Quality Assurance' },
{ id: 'finance', name: 'Finance' },
{ id: 'management', name: 'Management' },
{ id: 'other', name: 'Other' }
],
placeholder: 'Select your role'
}, '1fr');
});
// ============================================
// SECTION 2: Performance Matrix
// ============================================
const performanceSection = form.addSubform('performance', {
title: 'Performance Evaluation',
isVisible: () => vendorInfo.textbox('vendorName')?.value() !== null && vendorInfo.textbox('vendorName')?.value() !== ''
});
performanceSection.addRow(row => {
row.addTextPanel('matrixInstructions', {
computedValue: () => 'Rate the vendor on each criterion based on your experience over the evaluation period.',
customStyles: {
backgroundColor: '#f0fdfa',
padding: '12px 16px',
borderRadius: '8px',
borderLeft: '4px solid #0f766e',
fontSize: '14px'
}
});
});
performanceSection.addRow(row => {
row.addMatrixQuestion('performanceMatrix', {
label: 'Performance Scorecard',
rows: [
{ id: 'quality', label: 'Product/Service Quality', description: 'Meets specifications, consistency, defect rate', isRequired: true },
{ id: 'delivery', label: 'On-Time Delivery', description: 'Meets deadlines, lead time accuracy', isRequired: true },
{ id: 'pricing', label: 'Pricing & Value', description: 'Competitive pricing, cost stability, value for money', isRequired: true },
{ id: 'communication', label: 'Communication', description: 'Responsiveness, clarity, proactive updates', isRequired: true },
{ id: 'support', label: 'Technical Support', description: 'Problem resolution, expertise, availability', isRequired: false },
{ id: 'compliance', label: 'Compliance & Documentation', description: 'Certifications, regulatory compliance, accurate invoicing', isRequired: false },
{ id: 'flexibility', label: 'Flexibility', description: 'Handles changes, rush orders, customization', isRequired: false },
{ id: 'innovation', label: 'Innovation', description: 'Continuous improvement, new solutions, technology adoption', isRequired: false }
],
columns: [
{ id: '1', label: 'Poor' },
{ id: '2', label: 'Below Average' },
{ id: '3', label: 'Average' },
{ id: '4', label: 'Good' },
{ id: '5', label: 'Excellent' }
],
striped: true,
fullWidth: true
});
});
// ============================================
// SECTION 3: Risk Assessment
// ============================================
const riskSection = form.addSubform('risk', {
title: 'Risk Assessment',
isVisible: () => vendorInfo.textbox('vendorName')?.value() !== null && vendorInfo.textbox('vendorName')?.value() !== '',
customStyles: () => {
const risk = riskSection.slider('riskLevel')?.value() || 0;
if (risk >= 70) return { backgroundColor: '#fee2e2', padding: '16px', borderRadius: '8px' };
if (risk >= 40) return { backgroundColor: '#fef3c7', padding: '16px', borderRadius: '8px' };
return { backgroundColor: '#d1fae5', padding: '16px', borderRadius: '8px' };
}
});
riskSection.addRow(row => {
row.addSlider('riskLevel', {
label: () => {
const risk = riskSection.slider('riskLevel')?.value() || 0;
if (risk >= 70) return 'Overall Vendor Risk Level: HIGH RISK';
if (risk >= 40) return 'Overall Vendor Risk Level: MEDIUM RISK';
return 'Overall Vendor Risk Level: LOW RISK';
},
min: 0,
max: 100,
step: 5,
defaultValue: 25,
unit: '%',
showValue: true
});
});
riskSection.addRow(row => {
row.addCheckboxList('riskFactors', {
label: 'Risk Factors Present (select all that apply)',
options: [
{ id: 'single-source', name: 'Single source dependency' },
{ id: 'financial', name: 'Financial stability concerns' },
{ id: 'geographic', name: 'Geographic/geopolitical risks' },
{ id: 'capacity', name: 'Capacity constraints' },
{ id: 'quality-history', name: 'History of quality issues' },
{ id: 'compliance', name: 'Compliance/regulatory risks' },
{ id: 'technology', name: 'Technology obsolescence risk' },
{ id: 'none', name: 'No significant risk factors' }
],
orientation: 'vertical'
});
});
riskSection.addSpacer();
riskSection.addRow(row => {
row.addTextarea('riskMitigation', {
label: 'Risk Mitigation Notes',
placeholder: 'Describe any risk mitigation strategies in place or recommended...',
rows: 2,
autoExpand: true,
isVisible: () => {
const risk = riskSection.slider('riskLevel')?.value() || 0;
return risk >= 40;
}
});
});
// ============================================
// SECTION 4: Strengths & Improvement Areas
// ============================================
const feedbackSection = form.addSubform('feedback', {
title: 'Strengths & Areas for Improvement',
isVisible: () => vendorInfo.textbox('vendorName')?.value() !== null && vendorInfo.textbox('vendorName')?.value() !== ''
});
feedbackSection.addRow(row => {
row.addSuggestionChips('strengths', {
label: 'Key Strengths (select up to 4)',
suggestions: [
{ id: 'reliable', name: 'Highly Reliable' },
{ id: 'quality', name: 'Superior Quality' },
{ id: 'price', name: 'Competitive Pricing' },
{ id: 'responsive', name: 'Very Responsive' },
{ id: 'innovative', name: 'Innovative' },
{ id: 'flexible', name: 'Flexible' },
{ id: 'technical', name: 'Strong Technical Expertise' },
{ id: 'partnership', name: 'True Partnership Mindset' }
],
max: 4,
alignment: 'left'
}, '1fr');
row.addSuggestionChips('improvements', {
label: 'Areas Needing Improvement',
suggestions: [
{ id: 'delivery', name: 'Delivery Times' },
{ id: 'quality', name: 'Quality Consistency' },
{ id: 'pricing', name: 'Pricing Transparency' },
{ id: 'communication', name: 'Communication' },
{ id: 'support', name: 'Technical Support' },
{ id: 'documentation', name: 'Documentation' },
{ id: 'flexibility', name: 'Flexibility' },
{ id: 'innovation', name: 'Innovation' }
],
max: 4,
alignment: 'left'
}, '1fr');
});
feedbackSection.addSpacer();
feedbackSection.addRow(row => {
row.addTextarea('feedbackComments', {
label: 'Additional Performance Comments',
placeholder: 'Provide specific examples of performance highlights or issues...',
rows: 3,
autoExpand: true
});
});
// ============================================
// SECTION 5: Overall Rating & Recommendation
// ============================================
const overallSection = form.addSubform('overall', {
title: 'Overall Assessment',
isVisible: () => vendorInfo.textbox('vendorName')?.value() !== null && vendorInfo.textbox('vendorName')?.value() !== '',
customStyles: () => {
const stars = overallSection.starRating('overallRating')?.value() || 0;
if (stars >= 4) return { backgroundColor: '#d1fae5', padding: '16px', borderRadius: '8px' };
if (stars >= 3) return { backgroundColor: '#fef3c7', padding: '16px', borderRadius: '8px' };
if (stars >= 1) return { backgroundColor: '#fee2e2', padding: '16px', borderRadius: '8px' };
return { padding: '16px', borderRadius: '8px', border: '1px dashed #cbd5e1' };
}
});
overallSection.addRow(row => {
row.addStarRating('overallRating', {
label: 'Overall Vendor Performance Rating',
maxStars: 5,
size: 'xl',
alignment: 'center',
showConfettiOnMax: true
});
});
overallSection.addRow(row => {
row.addRatingScale('recommendLikelihood', {
preset: 'nps',
label: 'How likely are you to recommend this vendor to colleagues?',
showSegmentColors: true,
showCategoryLabel: true,
alignment: 'center',
size: 'md'
});
});
overallSection.addRow(row => {
row.addRadioButton('recommendation', {
label: () => {
const vendorName = vendorInfo.textbox('vendorName')?.value() || 'this vendor';
return `What is your recommendation for ${vendorName}?`;
},
options: [
{ id: 'preferred', name: 'Preferred Vendor - Expand relationship' },
{ id: 'approved', name: 'Approved Vendor - Continue as is' },
{ id: 'conditional', name: 'Conditional - Requires improvement plan' },
{ id: 'probation', name: 'Probation - Significant concerns' },
{ id: 'terminate', name: 'Terminate - Seek alternative vendors' }
],
orientation: 'vertical',
isRequired: true
});
});
// Conditional improvement plan section
const improvementPlan = form.addSubform('improvementPlan', {
title: 'Required Improvement Plan',
isVisible: () => {
const rec = overallSection.radioButton('recommendation')?.value();
return rec === 'conditional' || rec === 'probation';
},
customStyles: {
backgroundColor: '#fef3c7',
padding: '16px',
borderRadius: '8px',
borderLeft: '4px solid #f59e0b'
}
});
improvementPlan.addRow(row => {
row.addTextarea('improvementActions', {
label: 'Required Actions for Improvement',
placeholder: 'List specific actions the vendor must take to address concerns...',
rows: 3,
autoExpand: true,
isRequired: () => {
const rec = overallSection.radioButton('recommendation')?.value();
return rec === 'conditional' || rec === 'probation';
}
});
});
improvementPlan.addRow(row => {
row.addDropdown('reviewTimeline', {
label: 'Review Timeline',
options: [
{ id: '30', name: '30 days' },
{ id: '60', name: '60 days' },
{ id: '90', name: '90 days' },
{ id: '180', name: '6 months' }
],
placeholder: 'Select review period'
});
});
// ============================================
// SECTION 6: Summary
// ============================================
const summarySection = form.addSubform('summary', {
title: 'Evaluation Summary',
isVisible: () => overallSection.starRating('overallRating')?.value() !== null
});
summarySection.addRow(row => {
row.addTextPanel('summaryContent', {
computedValue: () => {
const vendorName = vendorInfo.textbox('vendorName')?.value() || 'Vendor';
const category = vendorInfo.dropdown('vendorCategory')?.value() || '';
const overall = overallSection.starRating('overallRating')?.value();
const nps = overallSection.ratingScale('recommendLikelihood')?.npsCategory();
const risk = riskSection.slider('riskLevel')?.value() || 0;
const recommendation = overallSection.radioButton('recommendation')?.value();
const strengths = feedbackSection.suggestionChips('strengths')?.value() || [];
if (!overall) return 'Please provide Overall Assessment first...';
const recLabels: Record<string, string> = {
'preferred': 'PREFERRED - Expand',
'approved': 'APPROVED - Continue',
'conditional': 'CONDITIONAL - Improve',
'probation': 'PROBATION - At Risk',
'terminate': 'TERMINATE - Exit'
};
const riskLevel = risk >= 70 ? 'HIGH' : risk >= 40 ? 'MEDIUM' : 'LOW';
let summary = `VENDOR SCORECARD\n`;
summary += `${'═'.repeat(30)}\n\n`;
summary += `Vendor: ${vendorName}\n`;
if (category) {
const catNames: Record<string, string> = {
'raw-materials': 'Raw Materials',
'components': 'Components/Parts',
'equipment': 'Equipment',
'software': 'Software/Tech',
'services': 'Professional Services',
'logistics': 'Logistics',
'facilities': 'Facilities',
'other': 'Other'
};
summary += `Category: ${catNames[category] || category}\n`;
}
summary += `\n${'─'.repeat(30)}\n\n`;
summary += `Overall Rating: ${'★'.repeat(overall)}${'☆'.repeat(5 - overall)} (${overall}/5)\n`;
summary += `Risk Level: ${riskLevel} (${risk}%)\n`;
if (nps) {
summary += `NPS Category: ${nps.charAt(0).toUpperCase() + nps.slice(1)}\n`;
}
summary += `\nRecommendation: ${recLabels[recommendation || ''] || 'Pending'}\n`;
if (strengths.length > 0) {
summary += `\nKey Strengths: ${strengths.length} identified`;
}
return summary;
},
customStyles: () => {
const overall = overallSection.starRating('overallRating')?.value() || 0;
const baseStyles = {
padding: '16px',
borderRadius: '8px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '13px'
};
if (overall >= 4) {
return { ...baseStyles, backgroundColor: '#d1fae5', borderLeft: '4px solid #10b981' };
} else if (overall >= 3) {
return { ...baseStyles, backgroundColor: '#fef3c7', borderLeft: '4px solid #f59e0b' };
} else if (overall >= 1) {
return { ...baseStyles, backgroundColor: '#fee2e2', borderLeft: '4px solid #ef4444' };
}
return { ...baseStyles, backgroundColor: '#f8fafc', borderLeft: '4px solid #64748b' };
}
});
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Submit Evaluation',
isVisible: () => overallSection.radioButton('recommendation')?.value() !== null
});
form.configureCompletionScreen({
type: 'text',
title: 'Evaluation Submitted',
message: () => {
const vendorName = vendorInfo.textbox('vendorName')?.value() || 'the vendor';
return `Your evaluation of ${vendorName} has been recorded. This feedback will be used to inform vendor management decisions and continuous improvement initiatives.`;
}
});
}
Frequently Asked Questions
What criteria should I evaluate vendors on?
Key criteria typically include: quality of products/services, on-time delivery, pricing competitiveness, communication responsiveness, technical support, compliance with requirements, and innovation capability. This template covers all these areas with customizable scoring.
How does the risk assessment work?
The risk slider helps you rate the overall risk of continuing with this vendor from low to high. It considers factors like financial stability, market position, dependency level, and compliance risks. The form adapts follow-up questions based on your risk rating.
Can I compare multiple vendors using this form?
Yes! Each completed evaluation generates a vendor scorecard. Export responses and compare vendors side-by-side using the standardized scoring matrix. The consistent criteria ensure fair, objective comparisons.
How often should we evaluate vendors?
Best practice is quarterly for critical vendors and annually for others. Also evaluate after major deliveries, contract renewals, or when issues arise. Regular evaluations help track improvement trends over time.
Is this suitable for small businesses?
Absolutely. While comprehensive, the form is modular. Small businesses can use just the core rating sections, while larger organizations can leverage the full multi-criteria matrix and risk assessment features.