
Customer Case Study
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Evaluators score each answer against a matrix, so a response wins by making their job easy: answers in the buyer's order, claims backed by evidence and nothing that cannot be scored. This template adds the sections IT buyers ask for, namely functional fit, architecture, security and service levels, to a standard executive summary and price schedule.
The sample is a fictional bid from Hartwell Solutions to a county records tender: $2.4M over four years, 61 of 64 requirements fully met, ISO 27001 and SOC 2 certification and a 99.9% uptime commitment. Replace the question numbers, evidence, scores and prices with your own, and keep the buyer's numbering exactly.
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
Paste the buyer's question numbers and scoring weights into the requirements table before you write any answer.
Replace each sample response with your own evidence: a project, a figure and a named owner. Mark roadmap items as partial, not as complying.
Update the price schedule to the buyer's format and check the total against the stated cap.
Delete the guide page at the end, then submit the response or share it with your bid team.
Yes. Evaluators look for their own question number, so never renumber, merge or reorder questions. Respect each word limit and include every mandatory form.
Mark it Partially comply and state the release date. Answering yes for a roadmap item risks a score of zero and a contract dispute after award.
No. The organization, the people named, the county and every figure in the sample are fictional. Replace them with your own bid details, evidence and prices.

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