Procurement Templates & Checklists
The working documents our team uses on industrial tenders: RFQ templates, a weighted supplier evaluation scorecard, factory acceptance test protocols, cross-border procurement checklists and financing submission packs. Download and adapt them — no registration, no supplier commissions.
Quick answer
A complete industrial procurement document set covers four stages: an RFQ template that fixes scope and evaluation basis, a weighted supplier evaluation scorecard that qualifies the vendor rather than the price, a factory acceptance test protocol that defines what "accepted" means before contract signature, and a financing document checklist if the purchase needs external funding. Every template below is free to download and edit.
The library
Supplier evaluation scorecard
Weighted 8-criterion scoring sheet, 12 RFI questions, disqualifying red flags and an award recommendation sheet.
Industrial RFQ template
Every section a quotable request needs — scope, specification, commercial terms, evaluation basis and submission rules.
Factory acceptance test (FAT) protocol checklist
Pre-FAT documentation, functional and performance tests, punch-list handling and sign-off conditions.
Cold chain partner selection scorecard
Weighted scoring sheet for 3PL and cold storage providers, plus the RFI list and site-audit checklist.
International procurement checklist
Cross-border sourcing controls: compliance, documentation, logistics, payment security and inspection.
Executive procurement checklist
Board-level checkpoint list for capital equipment programmes before commitment.
Incoterms 2020 quick reference
One-page comparison of risk and cost transfer points so quotations can be normalised correctly.
Bank document checklist
Documents lenders ask for before they will look at an industrial project financing request.
Investment readiness workbook
Structured workbook to get a project into a form investors and banks can assess.
Financing request letter
Template cover letter for submitting a project financing request to a bank or lessor.
How to use them in sequence
- 1
1. Define the scope before you ask for prices
Start with the RFQ template. If suppliers price different scopes, nothing you compare afterwards is meaningful.
- 2
2. Qualify the supplier, not the quotation
Run every candidate through the supplier evaluation scorecard and require evidence for any high score.
- 3
3. Fix acceptance before you sign
Agree the FAT protocol and punch-list rules in the contract, not after the equipment is built.
- 4
4. Prepare the financing pack in parallel
Lenders assess documentation quality first. The bank document checklist shows what must exist before submission.
Frequently asked questions
Are these procurement templates free?
Yes. Every template and checklist on this page downloads directly as a PDF with no email registration, no account and no payment. Global B2B Group is a buyer-side platform and takes no supplier commissions.
What should a supplier evaluation scorecard include?
A defensible scorecard weights technical capability and specification fit, quality system and certification, delivery reliability, total commercial cost, financial standing, after-sales and spares, HSE and ESG compliance, and contactable references. Each criterion is scored 1-5, multiplied by its weight, and evidence is required for any score of 4 or 5.
What is the difference between an RFQ template and a procurement checklist?
An RFQ template is the document you send to suppliers — it fixes the scope, specification, commercial terms and evaluation basis so bids are comparable. A procurement checklist is the internal control list your team works through: compliance, documentation, inspection, logistics and payment security.
Can I edit these templates for my own company?
Yes. They are provided as working documents for buyers to adapt to their own governance, thresholds and approval structure. Attribution is not required.
Do you help run the tender as well?
Yes, and it is free for buyers. Send a scope through the RFQ builder and we convert it into a structured RFQ, qualify manufacturers against your specification, and return like-for-like quotations with delivery, warranty and payment terms side by side.
Prefer we run the process for you? It is free for buyers.
Send your scope and we convert it into a structured RFQ, qualify manufacturers against your specification, and return comparable quotations with delivery, warranty and payment terms side by side. We take no supplier commissions.