Run National Account Bid Documentation Audit — Free

Inspection Details

Bid package identified with customer, account number, and review date

Record the customer name, national account identifier, and date of inspection.

Review scope confirmed for pricing matrix and supporting documentation critical (required)

Confirm the audit scope includes the pricing matrix, approvals, and required supporting records.

Yes No N/A

Bid version and revision history available critical (required)

Verify the current bid version is identified and prior revisions are traceable.

Yes No N/A

Pricing Matrix Accuracy

Pricing matrix matches approved rate sheet or source pricing file critical (required)

Verify all bid prices align to the approved source document with no unexplained variances.

Yes No N/A

Discounts, rebates, and promotional allowances are clearly stated critical (required)

Confirm all customer-facing discounts and allowances are documented and applied consistently.

Yes No N/A

Extended pricing calculations are mathematically accurate critical (required)

Check unit price, quantity, and extension calculations for accuracy.

Yes No N/A

Price exceptions or overrides are documented with approval

Identify any non-standard pricing and confirm documented approval exists.

Yes No N/A

Currency, units of measure, and pack sizes are consistent critical (required)

Verify the matrix uses consistent currency, UOM, and pack assumptions across all line items.

Yes No N/A

Compliance and Control Checks

Required compliance references are included where applicable

Select the standards or references documented in the bid package.

Note (optional)

Vendor remittance and payment instructions are verified critical (required)

Confirm remittance details are accurate and approved to reduce payment control risk.

Yes No N/A

Credit balances and customer credits are addressed critical (required)

Verify any credit balances are identified, documented, and handled according to policy.

Yes No N/A

Approval chain and sign-off authority are documented critical (required)

Confirm the bid includes required approvals from authorized reviewers.

Yes No N/A

Supporting Documentation

Pricing assumptions and exclusions are documented critical (required)

Verify assumptions, exclusions, and scope limitations are clearly stated.

Yes No N/A

Inspection checklist or bid checklist completed critical (required)

Confirm the required internal checklist is completed and attached to the package.

Yes No N/A

Backup calculations or pricing workbook retained

Verify supporting calculations are retained for audit traceability.

Yes No N/A

Supporting documents are legible, complete, and version-controlled critical (required)

Check that all attachments are readable, complete, and match the current bid version.

Yes No N/A

Risk, Continuity, and Final Sign-Off

Disaster recovery or business continuity considerations documented

Verify continuity expectations are addressed where required by the customer or contract.

Yes No N/A

Open deficiencies recorded with corrective actions critical (required)

Document any non-conformances, owners, and due dates for remediation.

Yes No N/A

Inspector overall conclusion critical (required)

Select the final audit outcome.

Note (optional)

Inspector signature critical (required)

Signature of the reviewer completing the audit.

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Run: National Account Bid Documentation Audit

Inspection Details

Pricing Matrix Accuracy

Compliance and Control Checks

Supporting Documentation

Risk, Continuity, and Final Sign-Off

Get your results