Practical tools and templates for procurement planning, written policies and procedures, supplier evaluation, quotation comparison, project control, vendor expediting, PO delivery tracking and productivity. Compare them below to find the right starting point.
| If you need to… | Start here | Format |
|---|---|---|
| Plan every package back from its Required-on-Site date | Project Procurement Plan Builder | Excel workbook + Word plan template |
| Try backward scheduling free first (up to 10 packages) | Free Procurement Plan Template (Lite) FREE | Excel workbook, emailed to you |
| Put procurement rules and approval limits in writing | Procurement Policy & SOP Pack | Word, Excel and PowerPoint templates |
| Get prompts and a method for supplier review and negotiation | RFQ Edge Method | PDF guide + prompts |
| Compare several supplier quotes I already have | RFQ & Vendor Comparison Toolkit | Browser tool + Excel export |
| Connect risks, budget, suppliers and actions on an active project | Command Center | Browser tool + Excel + guide |
| Track PO milestones in a spreadsheet | Vendor Expediting Tracker | Excel workbook |
| Run the detailed PO workflow through inspection and delivery | PO Delivery Tracker Base | Offline browser tool |
| Get cross-PO forecasting, actions and reporting | PO Delivery Tracker Pro | Offline browser tool |
| Review how my team spends its working week | Time Audit System | Excel workbook + guide |
| Product | Best For | What It Solves | Format | Launch Price | Regular Price | View |
|---|---|---|---|---|---|---|
| Plan & Govern | ||||||
| Project Procurement Plan Builder | Procurement leads, planners and project engineers setting up a capital project | Works back from each package’s Required-on-Site date to the latest PO and RFQ dates, flags what is late, and includes a 12-section plan template | Excel workbook + Word plan template | USD 36 | $54 | View Product |
| Free Procurement Plan Template (Lite) | Trying the backward-scheduling method before you buy | The same latest PO and RFQ dates and LATE / AT RISK flags, for up to 10 packages | Excel workbook, emailed to you | Free | — | Get Free Template |
| Procurement Policy & SOP Pack | Companies putting procurement rules and approval limits in writing | A 15-section policy, an approval matrix with checker, 12 procedures, flowcharts, 6 forms and a setup guide that share one set of placeholders | Word, Excel and PowerPoint templates | USD 45 | $63 | View Product |
| Source & Evaluate | ||||||
| The RFQ Edge Method | Buyers evaluating a single vendor decision | Structures vendor evaluation, negotiation and close-out, with reusable AI workflows for the work that normally takes the most time | Prompt-based guide | USD 18 | $27 | View Product |
| Vendor & RFQ Comparison Toolkit | Comparing multiple quotes side by side | Cuts 70+ minutes of manual quote comparison to ~25 | Interactive browser tool + Excel workbook export | USD 27 | $36 | View Product |
| Control & Expedite | ||||||
| Project & Procurement Command Center | Active project or procurement oversight | A live dashboard for every vendor, risk, and deadline you and your team track | Interactive browser tool + Excel workbook + guide | USD 63 | $81 | View Product |
| Vendor Expediting Tracker — Excel | Spreadsheet-first buyers tracking vendor delivery after PO issue | Pre-alerts before you and your team’s vendor misses a milestone | Excel workbook/tracker | USD 36 | $54 | View Product |
| PO Delivery Tracker — Base / Pro | Post-award PO delivery control and vendor expediting | Flagship guided workflow for vendor docs, inspection, customs, logistics, and payment — Pro adds a portfolio dashboard, forecasting, and vendor performance history across multiple POs | Offline browser-based tracker — Base / Pro | Base USD 90 Pro USD 180 |
Base $135 Pro $252 |
View Product |
| Improve Productivity | ||||||
| The Time Audit System | Anyone losing time to repetitive work | Finds the ~5 hours/week you and your team lose to repetitive work | Workbook + guide | USD 18 | $27 | View Product |
| Bundle | ||||||
| The Procurement Operations Toolkit | Wanting the five core procurement/productivity tools in one purchase | Five-tool core bundle — RFQ Edge Method, RFQ & Vendor Comparison Toolkit, Command Center, Vendor Expediting Tracker and Time Audit System. PO Delivery Tracker Base/Pro sold separately. | Bundle (5 formats) | USD 117 | $153 | View Product |
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