Vendor Evaluation Checklist

The Vendor Evaluation Checklist is designed to guide your initial discovery phase as you evaluate different online collaborative whiteboard vendors. This template can help decision makers determine how aligned vendors are with your goals, understand their product vision, and assess how qualified they might be to suit your team’s needs.

How to use this template

Step 1: Use the questions provided to guide your conversations with potential vendors or add your own questions to the chart.

Step 2: Before you start adding any notes, make sure the cursor at the top of the menu on the left hand side of your screen is highlighted in blue. (If it's not, click it once). 

Step 3: Drag or copy & paste the sticky notes provided into the chart. Double click on the sticky note to start typing. Don’t hold back! Rows will expand vertically as more stickies are added.

Step 4: Export your checklist as a PDF using the export icon in the upper left hand side of the board and share findings with your team!