--- title: Customer Success Platform Vendor Evaluation Form Template | Paperform description: Evaluate customer success platforms with this comprehensive vendor assessment form. Compare health scoring, playbook automation, renewal forecasting, and expansion tracking features for SaaS CS teams. url: "https://paperform.co/templates/customer-success-platform-vendor-evaluation-form" type: static generatedAt: "2026-04-04T00:43:42.563Z" --- [← Back to free form templates](/templates/) ![Customer Success Platform Vendor Evaluation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/customer-success-platform-vendor-evaluation-form.png) [Preview](https://_preview.paperform.co/ai-template/customer-success-platform-vendor-evaluation-form) [Use this template for free](/create?ai-template=customer-success-platform-vendor-evaluation-form) [Vendor & Procurement Forms](/templates/category/vendor-procurement/)[SaaS & Startup Forms](/templates/category/saas-startups/) [Software & SaaS](/templates/industry/software-saas/)[Consulting](/templates/industry/consulting/)[Business](/templates/industry/business/) [Entrepreneur](/templates/role/entrepreneur/)[Product Manager](/templates/role/product-manager/)[Project Manager](/templates/role/project-manager/)[Executive](/templates/role/executive/)[Customer Service Manager](/templates/role/customer-service-manager/)[CTO](/templates/role/cto/)[COO](/templates/role/coo/)[Founder](/templates/role/founder/)[Operations Manager](/templates/role/operations-manager/) About this free form template ### Evaluate Customer Success Platforms with Confidence Finding the right customer success platform is critical for SaaS teams looking to reduce churn, drive expansion revenue, and scale their CS operations. This **Customer Success Platform Vendor Evaluation Form** helps CS leaders, RevOps teams, and procurement professionals systematically assess vendor capabilities across the features that matter most. #### Why This Template Works for SaaS Teams Built specifically for customer success teams evaluating platforms like Gainsight, ChurnZero, Totango, and emerging CS solutions, this template covers: - **Health scoring and risk detection** — How well does the platform identify at-risk accounts? - **Playbook automation** — Can you automate touchpoints, workflows, and success plans? - **Renewal forecasting** — Does it provide accurate predictions on churn and retention? - **Expansion tracking** — How effectively does it surface upsell and cross-sell opportunities? The form also evaluates integration capabilities, reporting features, pricing models, and vendor support—giving you a complete picture before making a decision. #### Streamline Procurement with Paperform Using Paperform for vendor evaluation means you can: - **Customize evaluation criteria** to match your specific CS tech stack and workflows - **Collect structured feedback** from multiple stakeholders (CS managers, RevOps, IT, finance) - **Track responses in one place** with built-in analytics and submission management - **Automate next steps** by connecting to your CRM, Slack, or project management tools For teams managing multiple vendor evaluations, you can use **[Stepper](https://stepper.io)** to automate the entire procurement workflow—routing evaluations for approval, triggering follow-up tasks, and keeping stakeholders updated at every stage. #### Who This Template Is For This template is ideal for: - **Customer Success Leaders** building or upgrading their CS tech stack - **RevOps and Operations Teams** standardizing vendor selection processes - **Procurement Professionals** in SaaS companies evaluating B2B software - **Finance Teams** comparing pricing models and ROI across platforms Whether you're a Series A startup implementing your first CS platform or an enterprise team consolidating tools, this template provides the structure you need to make data-driven vendor decisions with confidence. Built for growing businesses, trusted by bigger ones. Trusted by 500K+ business owners and creators, and hundreds of millions of respondents. ![Capterra - 4.8 out of 5](/images/capterra-st.jpg) ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg) ![G2 - 4.8 out of 5](/images/g2-st.jpg) [Try Paperform free now](/register) ## More templates like this [![IT Vendor Evaluation Form for SaaS Providers](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/it-vendor-evaluation-form-for-saas-providers.png) ### IT Vendor Evaluation Form for SaaS Providers Comprehensive evaluation form for assessing SaaS vendors across security, uptime, integrations, and support. 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