Free Excel download
Odoo Partner Evaluation Scorecard
Score up to four Odoo partners on 10 weighted criteria, log red flags, and keep your interview notes side by side.
For: Teams comparing three or four Odoo partners before choosing one.
What's inside
- 10 weighted criteria with what to check for each, scored 1–5 per partner
- Weighted totals and percentages that calculate themselves
- 10 red flags to tick per partner, counted back into the scorecard
- 10 interview questions with a notes column for each partner
- A six-week evaluation process, from shortlist to paid discovery
How to use it
Shortlist three or four partners, score each one after its discovery call, and fill in the red flags after reference calls. The weighted total shows where each partner stands on the things you said matter most.
The reasoning behind every line is on How to choose an Odoo partner.
Questions about this download
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Is the Odoo Partner Evaluation Scorecard free?
Yes. Leave a work email and the Excel file downloads straight away; the link is emailed to you as well. Use it with any Odoo partner, including us.
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What happens to my email address?
You get one email with your download link. A consultant may follow up once to ask how it went. There is no newsletter and no automated sequence, and we never share the address.
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Who wrote the Partner Evaluation Scorecard?
TechUltra Solutions, an Odoo Gold Partner. Every line comes from our published guidance on How to choose an Odoo partner, so you can read the reasoning behind it before you download.
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Can I edit it?
Yes. It is a normal Excel file with no macros or locked cells. Adapt it to your project.
More free resources
- Odoo Requirements Template One brief to send every Odoo partner, so their proposals answer the same questions and can be compared line by line. Free Word
- Odoo Go-Live & Data Migration Checklist About 30 checks across data migration, integrations, testing, cutover, hypercare and the first month-end close. Free PDF
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