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Supplier Self-Assessment Guide with template

Facilitate the initial selection of your suppliers with Netigate Supplier Self-Assessment

The supplier self-assessment is an important component of supplier management and helps your company to:
  • Collect all relevant data about your suppliers
  • Compare objectively with each other with minimal effort
  • Be able to select the best suppliers through a measurable evaluation
  • Check existing suppliers for relevant aspects.

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Supplier self-assessment template and sample

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What is a supplier self-assessment?

A supplier self-assessment is a questionnaire that (potential) suppliers fill out to disclose information about their company, products or services, financial stability and other relevant aspects. This self-assessment is often requested to evaluate new suppliers or to review existing suppliers. The supplier self-assessment serves as a risk assessment tool. It allows the company to gather information about the potential supplier to ensure that they meet the requirements and, most importantly, are reliable. Ideally, a supplier self-assessment includes questions on various areas such as company structure, product quality, financial stability, production capacities, experience, references, certifications and legal aspects.

Why do you need a supplier self-assessment?

A supplier self-assessment is an important method to collect information about suppliers and their performance. The information from the supplier self-assessment is used to evaluate the supplier's suitability for cooperation. It can help reduce the risk of supplier problems such as fluctuations in quality, delivery delays or financial bottlenecks. In addition, they can also help to meet compliance requirements and ensure ethical standards. It is important to note that a supplier self-report is only one source of information and is usually complemented by further reviews and assessments, such as on-site audits or external audits.

6 good reasons for a supplier self-assessment

Quality management
The supplier self-assessment asks for details about the supplier's quality management processes and standards, among other things. A company can use this information to ensure that the supplier has adequate quality controls and complies with the required quality standards. This is crucial to ensure the quality of its own products or services and to guarantee customer satisfaction.
Compliance and ethical standards
Through supplier self-assessment, companies can ensure that their suppliers meet certain compliance requirements and ethical standards. These include, for example, compliance with environmental regulations, labour standards or anti-corruption guidelines. The self-assessment enables the company to check these aspects and ensure that the supplier meets the required standards.
Supply chain consistency
A supplier self-assessment enables early detection of potential bottlenecks or interruptions in the supply chain. By checking production capacities, stock levels and other relevant factors, the company can ensure that the supplier is able to deliver continuously and, above all, reliably. This is particularly important to avoid production stoppages or delays.
Supplier assessment and selection
The findings are used to evaluate and select the best suppliers: By comparing the information provided by different suppliers, companies can make informed decisions and select those that best fit their requirements. The self-assessment serves as a basis for assessing the performance, experience, reliability and suitability of suppliers.
Risk management
A supplier self-disclosure enables a company to identify potential risks in its cooperation with a supplier at an early stage. Information on financial stability, quality assurance, production capacities and other relevant aspects can help reduce the risk of supply bottlenecks, quality problems or other undesirable outcomes.
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Transparency and trust
By disclosing relevant information about their company and processes, the supplier improves communication and builds trust. The company can use self-assessment to develop a better understanding of the supplier and its capabilities.

Save time with a free template:
Everything you need for a successful supplier self-assessment

Try our supplier self-assessment template free of charge for 30 days. Apply our template right away.

Who needs a supplier self-survey?

Industry and manufacturing
Lieferantenselbstauskunft für Industrie und Fertigung
Industry and manufacturing
Especially companies that purchase raw materials, components or other goods from suppliers need a supplier self-assessment .This enables them to ensure that suppliers meet the required quality standards, production capacities and reliability.
Retail and wholesale
Lieferantenselbstauskunft für Einzelhandel und Großhandel
Retail and wholesale
Companies in retail or wholesale trade purchase products from suppliers and can thus request a supplier self-assessment to ensure that suppliers meet the necessary requirements regarding product quality, delivery times and ethical standards.
Service centre
Lieferantenbefragung für Supply Chain Manager
Service centre
Companies that procure services from external service providers or contractors can request a supplier self-assessment to assess the suitability of the suppliers. This may be relevant for IT services, facility management, logistics, consulting or other specialised services, for example.
Public sector and authorities
Lieferantenselbstauskunft für öffentlichen Sektor und Behörden
Public sector and authorities
Government agencies or public institutions seeking suppliers for public contracts or projects may request a supplier self-assessment. This is done firstly to assess the suitability of suppliers and secondly to ensure that they meet the necessary legal and financial requirements.
Lieferantenselbstauskunft für den Gesundheitssektor
Hospitals, medical facilities or even companies in the pharmaceutical industry that procure medical devices, drugs or other medical products must ensure that suppliers meet the necessary certifications, quality standards and regulatory requirements.
Bei Fragen zum LkSG, können Sie gerne eine persönliche Demo mit unseren Experten buchen
Any questions?
You are unsure how to start your project or with the surveys and would rather have an expert guide you through our feedback management tool? No problem. Book an appointment with us. We will be happy to advise you without obligation and clarify all your questions about supplier self-assessments in detail.

Get started with the template right away!

Try our supplier survey template free of charge for 30 days and learn how you can improve your relationship with your service providers and suppliers.

What does the supplier self-assessment template contain?

A supplier self-assessment template contains the following points. 1. General data about the company, such as address, bank details, legal form, number of employees, and VAT identification number. This information is used to get a first impression of the size, structure and financial situation of the supplier. 2. Contact persons and their contact details, group affiliation, turnover figures, reference customers, and main products. This information gives an indication of the supplier's experience, competence and reliability in its industry and market segment. 3. Aspects on quality management systems, as well as certifications, customer audits, and code of conduct. This information shows how the supplier ensures the quality of its products and services and which standards it complies with. 4. Manufacturing, logistics, and insurance. This information describes how the supplier manufactures, stores, transports and insures its products and what risks it takes into account. 5. Data protection, personal data of the person interviewed and confirmation of the information. This information demonstrates that the supplier guarantees the accuracy of the information provided. Netigate's Supplier Self-Assessment Template is directly applicable for the selection and evaluation of your suppliers.

How does the supplier survey differ from the supplier self-assessment?

The supplier self-report and the supplier survey have different objectives, although they both collect information from suppliers. The supplier survey aims to optimise processes. In doing so, the company asks targeted questions of the supplier to obtain information on various aspects of the cooperation such as quality, reliability, delivery times, customer service, etc. The supplier survey provides valuable feedback to evaluate the supplier's performance and improve the company's own processes. In contrast, the supplier self-report is a questionnaire that suppliers fill out themselves to provide information about their company, performance, certifications, experience, references, etc. The supplier self-report is often used to assess the supplier's performance and improve their processes. The Supplier Self-Assessment is often used for the initial assessment of a new supplier. The choice between the two approaches often depends on the specific needs of the company. With Netigate's Supplier Self-Assessment template you can use both approaches directly and send them to your suppliers.

Successful supplier self-assessment with Netigate

With Netigate, companies can quickly and easily create, customise and send surveys to suppliers to get valuable feedback. With our intuitive drag-and-drop interface, you can create supplier self-surveys from scratch or start directly with our templates. With multiple language options and shipping options, you can reach your suppliers wherever it suits them best. Netigate's flexibility allows you to customise specific questions for each industry to gain meaningful insights. The data analysis and reporting features help companies quickly gain a good overview of their suppliers and directly compare different vendors. Netigate also helps companies to automate the survey process, which saves time and resources. Netigate's local support ensures that companies always receive professional support in case of questions or problems.

Why should you choose Netigate for your supplier self-assessment?

Secure & DSGVO compliant
Your sensitive feedback data is safe with us, because data security is our top priority. We meet the requirements of the DSGVO and have servers in Germany. This means that you can create surveys according to ISO 9001 and securely collect your suppliers' feedback online.
Support from experts
We offer a global solution with local support and advice. Our in-house experts help you ask the right questions and make data-driven decisions for your supplier surveys.
Everything you need
With the powerful and intuitive survey tool, you can easily create, distribute and analyse surveys of all kinds. Create your own supplier survey or use our professionally designed templates to best reach your target groups.
Simple Integration
With the Netigate API, you can create custom data integrations that adapt to your existing workflows. By automating your surveys, you can save time and work more efficiently.
Reliable data collection
Did you know that Netigate has conducted one of the largest surveys in the world with over 6.5 million respondents? That requires stability, knowledge and capacity. We offer you stable software that you can rely on even for advanced supplier feedback projects.
Powerful analysis
With our survey tool, you get in-depth analysis and actionable insights. We help you make data-driven decisions with confidence from the wealth of data.

Get started with the template right away!

Try our supplier survey template free of charge for 30 days and learn how you can improve your relationship with your service providers and suppliers.

Here's what we offer on the Supply Chain Act:

LkSG konforme Muster Vorlagen für Befragungen für Lieferanten. Lieferkettengesetz Aufforderung für Beschwerdeverfahren und Risikoanalyse.
Here's what we offer on the Supply Chain Act:
In this overview, you can see how you can meet the due diligence requirements of the Supply Chain Act with Netigate's digital solution.
Einleitung von Mustervorlage für Risikoanalyse für das Lieferkettengesetz Laptop Version
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LkSG Complaints Procedure Template
Learn how to effortlessly implement and manage an LkSG-compliant complaints procedure. With our step-by-step guide, you can start right away with the template.
Lieferantenbefragung - Vorlage und Muster Einleitung
Supplier Survey Template
Optimise your supply chain with Netigate supplier surveys. Strengthen your business relationships with your suppliers and improve the quality and reliability of your supply chain.
Mastering the Supply Chain Act - with the help of supplier surveys
In our eBook, we illustrate with practical tips how professional supplier surveys and supplier self-assessments can help you meet the requirements of the Supply Chain Act.
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The Supply Chain Act explained simply
In this article we take a look at the Supply Chain Act and explain everything you need to know about it: What exactly does this law mean and how can companies comply with it? To this end, we would like to give you a simple explanation of the content and implementation of the Supply Chain Act.
Supplier self-assessment vs supplier survey: When do I choose which survey?
Find out how a supplier survey differs from a supplier self-report. Even though they can of course both be conducted via the same survey tool. But what are the exact differences? And which one is better suited to your needs?


A Supplier Self-Assessment Template is a pre-designed survey that companies can use to conduct a supplier self assessment. The template contains targeted questions relevant to the initial assessment of supplier performance and collaboration.

The template can cover various topics such as company structure, product quality, financial stability, production capacity, experience, references, certifications and legal aspects.
The questions asked in a supplier self-assessment template may vary depending on the specific needs and priorities of the company or department.
Here are some topics:
- General data such as company name, legal form, address details as well as contact details.
- Bank details, number of employees and locations
- Contact details of responsible persons, such as management, purchasing, Quality Assurance Manager
- Quality management and certifications as well as code of conduct
- Main products and reference customers
- Audits by customers and their results
- Conditions and insurances
Yes, as a Netigate customer, you have free access to all templates in our tool - just like in the trial version, you can directly access the supplier self-assessment template and use it immediately.
You can create your supplier surveys using Netigate's free template. With our simple drag-and-drop interface, you can design your own surveys from scratch, or choose our ready-made template when you click "Create new survey" after logging in. Test Netigate here and check out our templates.
Yes! We have a dedicated team of experts to help you with all your questions. From setting up and running the surveys to analysing the data and the decision-making process - we are here for you and your business. On our homepage at Knowledge Hub you will find many helpful blog articles, reports, video tutorials and also Ebooks.