How to use the Vendor comparison template

Start a board from it
Use this template opens a new Freero board with the Vendor comparison template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Vendor comparison”.
Follow the instruction on the board
“Agree the requirements before you see any demos, mark the must-haves, and fill the cells from evidence, not from sales decks.”
Fill in each part
- Table Columns: Requirement · Must have? · Northline · Corva · Teller & Hart
- Ask the references Call two customers of each vendor, of a similar size to you.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Vendor comparison board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Procurement request
Ask for a purchase with everything finance needs: what and why, options compared, cost, risks and the approvals required.
Supplier performance review
Review a supplier on delivery, quality, cost and service, with evidence, and agree improvements together.
Supplier quality complaint
Raise a defect found in supplied parts with the evidence, what you have contained, the cost and what you need back from the supplier.
Regulatory change plan
Plan how you will meet a new or changed regulation: what it requires, the gaps today, the work and the date it comes into force.
Negotiation plan
Prepare for a contract negotiation: what you must get, what you can give, what they will ask for and your walk-away point.
Month-end close
Track every task needed to close the books each month, who owns it and what is waiting on someone else.