vendor review meeting template

Vendor review written from your meeting

Vendor reviews decide renewals, so the details matter. Acta checks each service level discussed against its target and ends with the team's recommendation: keep, renegotiate or exit.

Try this template free What's in the report

What the Vendor review contains

Supplier performance against SLAs, open issues, risks and a keep / renegotiate / exit view.

  1. 1

    Compares each service level discussed with its target: met, missed or unknown.

  2. 2

    Lists open issues with impact, owner and status, plus pricing and renewal points.

  3. 3

    Gives the team's recommendation (keep, renegotiate or exit) and the reason.

When to use it

  • Quarterly supplier reviews
  • Renewal negotiations
  • Escalations with a vendor

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

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Frequently asked questions

Related:

What is the Vendor review template?

Vendor reviews decide renewals, so the details matter. Acta checks each service level discussed against its target and ends with the team's recommendation: keep, renegotiate or exit.

What recommendation does the vendor review give?

Keep, renegotiate or exit, with the reason the team gave in the meeting.

Does it track open issues with the vendor?

Yes, each with its impact, owner and status.

Can AI write the Vendor review from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the Vendor review afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the Vendor review?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next Vendor review, written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

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