Vendor Assessment Template Template

Our Silent Auction Bid Sheet template streamlines the process of managing bids and auction items. With easy tracking and clear organization, you can ensure successful auctions with minimal hassle.

Track Customer Loyalty and Improve Retention with Stackby’s Net Promoter Score (NPS) Template Understanding what your customers truly think about your brand can be the difference between business growth and stagnation. That’s where Net Promoter Score (NPS) comes in. Stackby’s Net Promoter Score Template is designed to help you effortlessly collect, analyze, and act on customer feedback. Whether you're a startup, SaaS company, agency, or enterprise team — this template gives you a clear snapshot of customer satisfaction and loyalty, all in one place. What is Net Promoter Score (NPS)? Net Promoter Score is a customer loyalty metric that gauges how likely your customers are to recommend your product or service to others. Customers are categorized into three groups based on their rating (0–10): Promoters (9–10): Loyal enthusiasts who will keep buying and refer others. Passives (7–8): Satisfied but unenthusiastic customers. Detractors (0–6): Unhappy customers who can damage your brand. The score is calculated by subtracting the percentage of Detractors from the percentage of Promoters. What’s Inside the Template? This Net Promoter Score Tracker in Stackby helps you: Collect customer responses via forms or integrations. Categorize responses into Promoters, Passives, and Detractors. Auto-calculate your NPS using formula columns. Add follow-up notes or action plans based on feedback. Visualize your data through charts and dashboards. Pre-built columns include: Customer Name and Email Survey Date NPS Rating (0–10) Category (auto-calculated: Promoter, Passive, Detractor) Feedback or Comment NPS Score (formula) Assigned Team Member Status and Follow-up You can also connect it with your CRM, email automation tool, or feedback platform using APIs or third-party tools like Zapier. Key Features Automated Categorization: Based on the score entered, customers are auto-labeled as Promoters, Passives, or Detractors.Real-time Score Calculation: Instantly calculates your current NPS based on active responses.Customizable Views: Filter and group data by rating category, date, or customer segment.Action-Oriented Tracking: Assign team members to follow up and track resolution status.Visual Analytics: View charts for NPS trends over time to spot customer sentiment patterns. Benefits of Using Stackby’s NPS Template Streamline Feedback Collection: Import survey data directly or link Stackby forms with your email campaigns. Improve Customer Relationships: Quickly identify unhappy customers and take action to improve retention. Data-Driven Decisions: Understand what’s driving loyalty and where you need to improve. Cross-Team Collaboration: Assign follow-ups to support, product, or customer success teams. Simple & Scalable: Works whether you're surveying 10 or 10,000+ customers. Who Should Use This Template? This template is ideal for: SaaS businesses measuring user satisfaction post-onboarding or after support. Product teams seeking feature feedback and sentiment analysis. Marketing and customer success teams identifying brand advocates. Agencies or service providers who want to track satisfaction across projects. Ecommerce businesses looking to enhance post-purchase experience. Use Case Example Imagine you're a customer success manager at a growing SaaS startup. You’ve just rolled out a major update and want to see how customers respond. With this template, you can collect user feedback, tag their sentiment, and track changes in your NPS over time. It helps you spot if the new release delighted or frustrated your users — and make smarter decisions going forward. Get Started Today Ready to improve your customer feedback process? Use this free Net Promoter Score template by Stackby to measure what matters most — your customers' loyalty. Customize it to your needs, integrate it with your favorite tools, and start turning insights into action. Try it now — no coding required, fully customizable, and free to use.   

Brilliant ideas often get lost without a structured system to track them. Whether you're an entrepreneur, a creative professional, or a team brainstorming innovative projects, you need a reliable way to capture, organize, and manage your ideas from start to finish. With Stackby’s Idea Tracking System Template, you can document your ideas, store assets, set due dates, assign priorities, and monitor progress—all in a single, customizable workspace. This template functions like an advanced to-do list but with powerful features that help you visualize your creative workflow and ensure that no idea is left behind. Using Stackby’s Gallery View, you can add images, attach assets, and track your idea's evolution over time. Whether it's a business strategy, a creative concept, or a product development plan, this template helps you track every stage—from brainstorming to execution. Why Use This Idea Tracking Template? Ideas come and go quickly, and without a structured system, it’s easy to lose track of them. Manually managing ideas through scattered notes, emails, or spreadsheets can be frustrating. This template provides an efficient, centralized solution to capture and refine your ideas effectively. Organize your ideas – Store every idea with images, assets, and key details in one place. Track progress easily – Move ideas from concept to completion using status markers. Never miss a deadline – Assign due dates and priorities to stay on track. Visualize the creative process – Use the Gallery View to see how ideas evolve over time. Collaborate effortlessly – Share with team members and work together in real-time. How This Template Works in Stackby This Idea Tracking System Template is built to help you systematically document and develop ideas. Here’s how you can use it: Gallery View – A visual database where you can add new ideas, upload images, and track assets. Headlines & Descriptions – Clearly define each idea with a title and supporting details. Due Dates & Priorities – Set deadlines and categorize ideas based on urgency and importance. Progress Tracking – Mark ideas as ‘In Progress,’ ‘Completed,’ or ‘On Hold’ to monitor execution. Asset Storage – Attach relevant files, links, or design elements to each idea. Collaboration & Workflow Management – Share with teams, assign responsibilities, and track execution in real-time. Key Features & Benefits Customizable & Flexible – Adapt fields, categories, and workflows to fit your needs. Visual Tracking with Gallery View – See all your ideas in an interactive, organized layout. Easy Progress Monitoring – Update statuses and track milestones at a glance. Seamless Collaboration – Work with teams to refine and implement ideas efficiently. Cloud-Based & Accessible Anywhere – Keep your ideas safe and accessible from any device. Who Can Benefit from This Template? Entrepreneurs & Startups – Organize business ideas, validate concepts, and track execution. Creatives & Designers – Store design inspirations, client ideas, and creative projects. Marketing & Strategy Teams – Plan and manage campaigns, content ideas, and business strategies. Innovators & Researchers – Keep track of insights, research ideas, and experimental concepts. Getting Started Copy the template into your Stackby account. Customize fields to match your workflow. Add ideas with images, due dates, and descriptions. Track progress with status updates and deadlines. Collaborate with your team to bring ideas to life. Final Thoughts Great ideas deserve great execution. Whether you’re working solo or with a team, this Idea Tracking System Template ensures every idea is documented, refined, and successfully implemented. Start using this template today and bring your ideas to life with Stackby. 

If you're in the match-making business or doing just for social work, this template is perfect to manage the matrimonial database for both bride and grooms. In this template - Bring matrimonial information & data via customized forms  Connect any two profiles  Even embed the profile gallery & database in your website so that everyone in your community can see and access.  Manage status of all the connections and keep track of your matchmaking activities.  Just copy this template and start using in less than 2 minutes. Checkout other related Templates :Asset Tracker

How Stackby's Visitor Management System Template will help you ?Whether you run an FMCG company, a software company, or a clothing company, there is no doubt that you get multiple visitors on any given day. From customers looking to address their queries to business associates visiting to discuss important issues, organizations receive visitors of all kinds. When you enter the premises of a company, you must have gone through some form of the visitor experience. You may have entered your details in a sign-in sheet or been given a keycard to allow access to different areas of the building. Every company installs its own version of visitor management to monitor their visitors. Keeping track of every individual visiting your premises and the purpose of the visit is extremely important.  One of the most important reasons for installing a visitor management system is to have a detailed record of who has entered your building. You should be aware of the time, purpose, and duration of their visit. From job candidates, potential clients to vendor representatives, each company receives multiple visitors regularly. It is important to ensure that everyone is treated well. This has a significant impact on your brand image and perception. Hence, visitor management can be regarded as a part of your brand identity. However, visitor management can be quite a tedious task. Are you looking for a tool to help you manage and monitor your records with the click of a single button? Well, your search is over! You have come to the right place! Stackby has developed a customizable Visitor Management System Template for just this purpose! Bid adieu to the days of maintaining manual records and multiple databases. With Stackby’s Visitor Management System Template, you can automate the entire process!  The template comes with an in-built standard visitor’s form that will allow you to streamline the entire process easily! You don’t have to maintain multiple visitor form formats. This standard form can be given to all visitors. Using our Visitor Management System Template, you will be able to: Keep a detailed record of every visitor on a single platform. Record the reason behind the visit for each visitor. Check whether it was Business or Personal. Record the name of the company that each visitor belongs to. Store the date and exact time of the visit for each visitor. Add the contact details for every visitor for any further communication. Record the name of the person whom the visitor wanted to meet during his/ her visit. Add the visitor form and import all the details from each form directly to your template. Record the names of all your team members. You can also store their contact information, including phone number and email ID, to avoid any communication gap. Monitor the total number of visitors that have visited each member of your team. Manage and update the details as and when required.  Copy the stack today and simplify your visitor management system with this user-friendly visitor management template. Check Out Other related Teplates : Product Catalog 

Whether you run a small local business, a start-up venture, or a multinational company, managing client orders and generating invoices for the work done is a part of your daily routine. If that’s the case, then our Order Tracking and Invoicing template is exactly what you need. Clients place orders with your company daily. It is your job to identify the tasks that need to be completed for each project and assign the same to your team members. Tracking each client order from start to finish in real-time is essential to ensure that the work is done on time. In the midst of all this, multiple invoices are generated which need to be carefully recorded and preserved. You need to monitor the due date for each invoice to ensure that you receive all the money and on time from the clients.  With multiple clients and too many project orders, it’s easy to lose track of the process. Maintaining multiple databases for this purpose can also be quite cumbersome for most companies. So, what should you do? We here, at Stackby, are committed to our goal of making your job easier. That’s why we have developed the Order Tracking and Invoicing Template for you. With this customizable and user-friendly template, you will be able to manage everything from a single interface.  How will Stackby’s Order Tracking and Invoicing Template help you monitor and manage client projects, tasks, and invoices? Using this template, you will be able to: Keep detailed records of all your current clients and the projects assigned by each client to your company. Store the billing address and billing contact for each client along with the total amount billed. You can also record and update the payment specifics and payment terms as and when required. Add contact details of all your clients to avoid any communication gap. Record the orders placed by each client. The template comes with a standardized built-in project order form which can be used by clients to assign new projects to your company. Track the ongoing projects that you and your team are responsible for and the corresponding project category (Branding/ Social Media Marketing/ Website Designing/ Online Marketing/ etc.). Monitor the overall status of each project. You can also track the total hours worked and the project rate per hour. This will allow you to calculate the total amount for each project, the corresponding tax rate, and the tax amount. Track the payment due date for a project and check if the client has made payment. Keep track of the invoices generated under each project, its amount, due date, and payment terms and conditions. Record the tasks due under each project and the team member in charge of each task. Monitor, record and update the details as and when required. Simplify and streamline your project orders and invoices with this easy-to-use Order Tracking & Invoicing Template. Related Templates: Product Catalog Legal Matter Management Asset TrackerLegal Case Management 

This template provides a basic structure to manage distributors, retailers, deals between them, and the products involved in those deals. You can expand upon this template based on specific needs such as adding more details to the distributors, retailers, or products, or including additional tables for invoicing, payments, etc., depending on the requirements of Ratio Coffee's Distribution business.

Restaurants need a boost in their content promotion now and then to promote their new products and attract new customers. Stackby’s Restaurant Marketing Calendar Template assists the business in garnering public attention to the maximum so that the restaurant’s products and services are recognized. How is the Stackby’s Restaurant Marketing Calendar Template useful for your business? This Stackby Template is the easiest way to organize the marketing means planned by the business. It allows users to plan their content, saving time and money that would otherwise be used in inefficient advertising. The Restaurant Marketing Calendar Template helps you keep track of all the posts and updates made by the business to ensure maximum customer engagement with the posts. The template allows the business to record where its content is being posted and its constituents. The links and directly accessible images make it easier for the business to navigate its growth. The Restaurant Marketing Calendar template is easily editable, allowing related content to be placed side by side for tracking and comparisons. Who will find this template useful? Restaurants looking to expand their outreach and promote their products are likely to find this template extremely useful. It can also be utilized by hospitality businesses to grow their customers.Check Out Other related Teplates : Product Catalog Visitor Management System Asset Tracker 

About the Template Managing expenses is crucial for maintaining financial stability, whether for personal use, small businesses, or large enterprises. The Expense Tracking Template in Stackby simplifies financial management by helping users categorize expenses, monitor spending patterns, and stay within budget. This easy-to-use, customizable template enables individuals and businesses to track their expenditures efficiently, ensuring better financial decision-making. With pre-built tables and automation features, Stackby’s Expense Tracking Template removes the hassle of manual record-keeping. Users can record transactions, categorize spending, analyze trends, and even integrate with APIs for real-time updates. Why Use the Expense Tracking Template? Many individuals and businesses struggle with unorganized expense management, leading to financial inefficiencies, overspending, and missed insights into spending habits. This template provides: A structured approach to financial tracking – Record every expense with proper categorization. Automated calculations and budget monitoring – Stay within financial limits. Customizable fields for personalized tracking – Adapt to personal or business use cases. Real-time insights and reporting – Get a clear view of your financial health. Whether you're managing your personal budget, tracking project expenses, or overseeing company spending, this template ensures that all financial transactions are recorded and analyzed for better decision-making. How This Template Works in Stackby The Expense Tracking Template includes well-organized tables that simplify financial monitoring. Here’s how each key component helps users: 1. Expenses Table Record every transaction, including date, amount, and payment method. Categorize expenses into predefined or custom categories (e.g., groceries, utilities, entertainment). Attach invoices, receipts, or supporting documents for reference. 2. Budget Overview Table Set monthly or yearly budget limits. Track spending against predefined budgets. Automate calculations to analyze spending trends and remaining budgets. 3. Payment Methods Table Store details of different payment sources, such as cash, credit cards, or digital wallets. Monitor transactions per payment method. 4. Vendor and Payee List Keep a record of frequently used vendors or payees. Track spending trends for specific suppliers or service providers. Key Features & Benefits 1. Easy Expense Categorization Assign expenses to predefined categories or create custom labels. This feature ensures a structured breakdown of where money is spent. 2. Budget Tracking & Overspending Alerts Set a spending limit and receive automatic notifications when approaching or exceeding the budget. 3. Data-Driven Insights & Reports Visualize spending patterns with pre-built dashboards. Identify trends and adjust spending habits accordingly. 4. API & Automation Integrations Integrate with financial tools, bank feeds, or Google Sheets to import transactions automatically, reducing manual data entry. 5. Mobile Accessibility Track expenses on the go with Stackby’s mobile-friendly interface. Enter transactions anytime, anywhere. Real-World Use Cases Personal Finance Management Individuals can track daily, monthly, or yearly expenses and manage their budgets effectively. Small Business Expense Tracking Entrepreneurs can categorize business expenditures, monitor vendor payments, and manage cash flow. Corporate Financial Oversight Finance teams in larger organizations can streamline expense tracking, ensuring transparency and accountability. Project-Based Expense Monitoring Freelancers and project managers can track costs per project, ensuring accurate financial reporting. Getting Started with the Template Sign in to Stackby and access the Expense Tracking Template. Customize fields according to your financial tracking needs. Start logging expenses, categorize them, and set budget limits. Integrate with automation to import data from bank accounts or financial tools. Analyze financial data using reports and insights for better decision-making. Check Out Other related Teplates : Legal Matter Management Product Catalog Visitor Management System Asset TrackerLegal Case Management