Sales Evaluation Form

Sales Evaluation Form Template for Switzerland

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Key Requirements PROMPT example:

"I need a Sales Evaluation Form for assessing potential IT hardware suppliers for our Swiss data center project, with particular emphasis on technical specifications, data security compliance, and environmental sustainability ratings."

Document background

The Sales Evaluation Form is a critical business document used in Swiss commercial operations to assess and document the evaluation of suppliers, products, or services. This document type is particularly important in ensuring compliance with Swiss commercial law requirements while maintaining a standardized approach to vendor assessment. The form is typically used when organizations need to make informed decisions about supplier selection, product procurement, or service engagement. It includes comprehensive evaluation criteria covering quality, pricing, technical specifications, compliance, and performance metrics. The document serves as both a decision-making tool and a legal record of the evaluation process, making it essential for audit trails and compliance documentation. The Sales Evaluation Form should be regularly updated to reflect any changes in Swiss regulatory requirements and business needs.

Suggested Sections

1. Evaluator Information: Details of the person/team conducting the evaluation, including name, position, department, and date of evaluation

2. Vendor/Supplier Information: Complete details of the supplier being evaluated, including company name, contact information, and registration details

3. Product/Service Details: Specific information about the product or service being evaluated, including model numbers, specifications, or service scope

4. Evaluation Criteria: Clear listing of all evaluation metrics and scoring methodology

5. Performance Assessment: Detailed evaluation of each criterion with supporting evidence and observations

6. Pricing Analysis: Assessment of costs, payment terms, and value for money

7. Compliance Review: Verification of compliance with relevant regulations and internal requirements

8. Final Score and Recommendation: Overall evaluation score and clear recommendation based on the assessment

Optional Sections

1. Technical Specifications Review: Detailed technical evaluation section, used when evaluating complex products or technical services

2. Past Performance History: Assessment of previous dealings with the supplier, included when evaluating existing suppliers

3. Risk Assessment: Detailed risk analysis section, used for high-value or critical purchases

4. Environmental Impact Assessment: Evaluation of environmental factors and sustainability, used when environmental considerations are relevant

5. Quality Management System Review: Assessment of supplier's quality management systems, used for suppliers of critical components or services

6. Financial Stability Analysis: Review of supplier's financial health, included for long-term or high-value contracts

Suggested Schedules

1. Evaluation Scorecard: Detailed scoring matrix with weights and calculations

2. Product/Service Specifications: Technical specifications or service level requirements being evaluated

3. Price Comparison Sheet: Detailed breakdown of pricing and cost comparisons

4. Supporting Documentation: Copies of certificates, licenses, and other relevant documents provided by the supplier

5. Sample Test Results: Results of any product testing or service trials conducted

6. Compliance Certificates: Copies of relevant compliance certificates and declarations

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Manufacturing

Technology

Retail

Healthcare

Financial Services

Construction

Professional Services

Telecommunications

Automotive

Energy

Pharmaceuticals

Food and Beverage

Logistics

Relevant Teams

Procurement

Supply Chain

Quality Assurance

Operations

Finance

Legal

Technical Assessment

Compliance

Risk Management

Vendor Management

Strategic Sourcing

Relevant Roles

Procurement Manager

Supply Chain Director

Quality Assurance Manager

Purchasing Officer

Vendor Relations Manager

Technical Evaluator

Commercial Director

Operations Manager

Compliance Officer

Category Manager

Strategic Sourcing Manager

Contract Administrator

Chief Procurement Officer

Supply Chain Analyst

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Authors

Alex Denne

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