FREE EXCEL TEMPLATE

TMS Evaluation Checklist

Choosing a TMS shouldn't come down to the best-looking demo.
Use this ready-to-use Excel template to evaluate and compare TMS vendors against the requirements that matter to your operations. Set your priorities, assign weightage and compare vendor scores on a single dashboard.
Vendor Scorecard Preview Weighted
Procurement & RFQ
Execution & Visibility
Settlement & Analytics
Vendor A · 88
Top score
Vendor B · 67
Runner up
Vendor C · 46
Gap in fit
GET INSTANT ACCESS
Get the Full TMS Evaluation Checklist
Enter your details below to get instant access to the full guide.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
The Basics

What is a TMS Evaluation Checklist?

A TMS platform evaluation checklist is a structured framework for assessing Transportation Management System vendors against your business and operational requirements. It helps you evaluate vendors using consistent criteria, prioritise the capabilities that matter to your operations and compare the results objectively.
Requirement
Weight
Vendor A
Vendor B
RFQ & Rate Discovery
20%
4.6
3.1
Shipment Execution
25%
4.2
4.4
ERP Integration
15%
3.4
4.0
Support & Training
10%
4.5
3.3
Swipe to see all vendors →
Inside the Template

What's Included in the Template

Rate/score vendors across the below mentioned parameters -

Procurement

 Evaluate RFQs, auctions, rate discovery and transporter allocation.

Execution & Visibility

Assess shipment execution, tracking and alerts.

Settlement, Analytics & Decarbonisation

Check capabilities across freight settlement, reporting and sustainability.

Integrations & Implementation

Assess ERP integrations, implementation, training and support.

Weighted Vendor Scoring

Give more weight to the requirements that matter most to your business.

Comparison Dashboard

See overall vendor scores side by side in one place.
Why It Matters

Why Do You Need This Template?

A long feature list does not tell you whether a TMS is right for your operations. Procurement may care about RFQs and rate discovery, logistics about execution and visibility, and IT about integrations. Implementation, support and pricing matter too.

The template brings those requirements into one structured evaluation, so every vendor is assessed against the same criteria and your priorities stay visible throughout the decision process.

Key Benefits of the Template

Evaluate consistently

Assess every vendor against the same requirements.

Prioritise what matters

Assign weightage based on your business priorities.

Spot capability gaps

See where vendors meet your requirements and where they fall short.

Compare vendors easily

View weighted scores side by side on the dashboard.

Make a more objective decision

Give stakeholders a common framework for shortlisting and selection.

Who It's For

Who Should Use This Template?

Built for supply chain, logistics, procurement, operations and IT teams involved in evaluating, shortlisting or selecting a TMS — whether it's your first system or a reassessment.
Supply Chain Teams
Logistics Teams
Procurement Teams
Operations Teams
IT Teams

Ready to Evaluate Your TMS Options?

Define your priorities, score vendors against your requirements and compare your options in one place.
Download the TMS Evaluation Checklist