Free Product Evaluation Templates to Streamline Decisions

Every feature you ship, bug you fix, and update you release directly shapes how users experience and stick with your product. But without a structured review process, even high-performing teams risk misalignment and missed opportunities.

Product evaluation templates tackle this head-on. They simplify workflows, align stakeholders, and turn scattered feedback into confident, data-driven decisions.

Ready to see how they work—and discover the best options for your team? Let’s dive in. ✅

What Are Product Evaluation Templates?

In product-led environments, every release ties directly to measurable outcomes like adoption, retention, and user satisfaction. Instead of starting from scratch, these evaluation tools save time, eliminate inconsistency, and scale your review process. Here’s how:

• Standardize reviews across product, design, QA, and research teams
• Score multiple options side by side—whether it’s features, tools, or design concepts
• Collect structured input with consistent questions and scoring metrics
• Track patterns over time to revisit findings with full reference and context
• Support go/no-go decisions backed by objective data, not just personal opinion

In short, these templates sharpen focus across your complete product development process—so you act faster, build better, and avoid costly errors.

Top Product Evaluation Templates at a Glance

Template name	Download template	Ideal for	Best features	Visual format
Product Evaluation Form Template	Get free template	SaaS teams, PMs, QA leads	Role-based feedback, scoring, dashboards, real-time views	Form/List
New Product Evaluation Form Template	Get free template	Startup founders, innovation teams, product strategists	Side-by-side scoring, record-keeping, instant reviews	Form/List
Software Heuristic Evaluation Template	Get free template	UX strategists, designers, Agile teams	Usability prompts, severity ranking, collaborative audits	List
Software Evaluation Form Task Template	Get free template	SaaS buyers, IT, product ops, cross-functional teams	Shared evaluation hub, reviewer tagging, vendor memory	List
Evaluation Report Template	Get free template	Product teams, QA leads, PMs	Executive summaries, charts, feedback synthesis	Doc/List
Product Features Matrix Template	Get free template	PMs, product marketers, startup teams	Impact/effort scoring, prioritization, task linking	Board/List
Software Comparison Template	Get free template	Product teams, SaaS buyers, engineering leads	Side-by-side tool comparison, filterable views, audit trail	List/Table
Pugh Matrix Template	Get free template	PMs, design leads, cross-functional teams	Weighted scoring, decision trail, reusable frameworks	List
BCG Matrix Whiteboard Template	Get free template	Executives, portfolio managers, strategists	Quadrant mapping, real-time whiteboarding, action items	Whiteboard
Product Feedback Survey Template	Get free template	PMs, UX researchers, growth teams	Custom surveys, segment filtering, task conversion	Form/List
Customer Satisfaction Survey Template	Get free template	Customer success, support leads, product marketers	CSAT/CES/NPS tracking, dashboards, actionable tasks	Form/List
Feedback Form Template	Get free template	Product teams, community managers, support leads	Always-on feedback, searchable archive, triage automation	Form/List
Form Template	Get free template	Product teams, marketers, researchers	Custom branding, reusable forms, automation-ready	Form

What Makes a Good Product Evaluation Template?

An effective product evaluation template isn’t just a checklist; it’s a decision-making tool. It should be focused enough to avoid clutter, yet thorough enough to surface what matters.

Whether you’re gathering beta input, comparing solutions, or running a product SWOT analysis, look for these core aspects:

• Scoring clarity: It should come with consistent scales (1–5 or red-yellow-green) to simplify feedback management. A strong template lets you compare responses from different reviewers at a glance and surface weak spots early
• Role-based fields: The template should allow you to structure input from stakeholders. Let PMs assess business impact, engineers flag tech risks, and designers highlight UX issues—each tagged by relevant specifications, use case, or product version
• Open-ended feedback fields: It should include space for user quotes or comments to uncover friction points that structured fields miss and drive meaningful improvements
• Relevant criteria: A well-structured template focuses on what’s truly important, not just what’s easy to measure. Whether it’s product adoption potential, effort level, or strategic alignment, every review should feed the bigger strategy
• Data visibility: It should distill responses in a clear direction. That way, you can auto-summarize results, highlight patterns visually, and export data easily, so your team can act fast without manual analysis
• Customizability: Go for a template that fits any evaluation workflow. Whether you’re testing features, reviewing tools, or collecting post-launch feedback, the layout should stay clean, easy to scan, and reusable

Top Product Evaluation Templates for Gathering and Implementing Feedback

Making product calls without alignment is a fast track to unlocking bugs, rework, and confusion. That’s where —the everything app for work—steps in to bring structure, clarity, and speed to your evaluation process.

Here’s what Raúl Becerra, Product Manager at Atrato, has to say about :

If you’re ready to boost efficiency like Atrato, ’s pre-built product evaluation templates are the perfect place to start. Let’s explore our top picks!

1. Product Evaluation Form Template

The Product Evaluation Form Template helps you capture and organize critical product feedback, without digging through email threads or chasing scattered input from multiple users. Built with customizable Forms, it structures your reviews to reflect the metrics that matter and keeps teams focused.

It lets you add questions for your use case, tag responses by role or product version, and track insights in real-time views, including Lists, Boards, and more. This template is especially useful during the early stages of product development, when feedback loops need to be tight and actionable.

Here’s why you’ll like this template:

• Gather role-based feedback from PMs, QA, design, and engineering—no juggling separate forms
• Uncover risks and opportunities with consistent scoring and contextual, qualitative input
• Visualize the big picture with built-in Dashboards that showcase form response data at a glance

2. New Product Evaluation Form Template

The New Product Evaluation Form Template helps you pressure-test ideas before they drain your team’s time, budget, or momentum.

It helps you collect qualitative and quantitative input from stakeholders, customers, and internal teams, scoring viability, scalability, market fit, and potential risks. Plus, you can capture first impressions from testers to spot what excites or confuses users early on.

Here’s why you’ll like this template:

• Score multiple ideas side by side with a unified framework
• Keep a record of evaluations to refine, revisit, or defend decisions
• Launch structured reviews instantly using built-in forms and views

3. Software Heuristic Evaluation Template

When your product feels off but you can’t pinpoint why, it’s time to bring in the experts. The Software Heuristic Evaluation Template gives your team a structured way to audit usability before it hurts adoption or retention.

This template, built on proven UX principles like visibility, error prevention, and consistency, helps you review screens, flows, and interactions. No more waiting for user complaints. Spot friction and flag gaps early on. You can also rank issues by severity to fix them before the product goes live.

Here’s why you’ll like this template:

• Evaluate products with confidence using built-in prompts tied to usability heuristics
• Tag findings by feature, screen, or task flow to keep audits clean and actionable
• Collaborate seamlessly across product, design, and dev teams—right inside

4. Software Evaluation Form Task Template

Evaluating software isn’t a one-and-done task—it’s a team sport. You’re juggling demos, feedback, purchase modules, and edge-case questions across departments.

The Software Evaluation Form Task Template turns that chaos into a trackable system. Each tool becomes a task, with fields for scores, use case fit, and red flags. With this template, you can drop in trial notes, tag reviewers, and assign next steps in one hub.

Here’s why you’ll like this template:

• Replace scattered notes and threads with one shared evaluation hub
• Loop in legal and finance without chasing email approvals or losing version control
• Build your vendor memory—keep past evaluations handy for renewals, audits, or re-pitches

5. Evaluation Report Template

Gathering feedback is half the battle. Making sense of it and turning it into confident buy-in? That’s what the Evaluation Report Template simplifies. It gives you a clean framework to synthesize input and present it in a digestible, decision-ready format.

Compile findings from product tests, usability studies, or stakeholder reviews. Surface wins, highlights risks, and assigns follow-ups. Then, share the complete picture with decision-makers in a format built for retros, reviews, and roadmaps.

Here’s why you’ll like this template:

• Condense weeks of input into one executive-ready summary
• Back up recommendations with charts, feedback, and real user data
• Capture what worked, what didn’t, and what to improve next cycle

6. Product Features Matrix Template

One feature boosts retention. Another unblocks a key customer. A third satisfies the sales team’s loudest request. But what gets built first—and why? The Product Features Matrix Template helps you answer that, without bias or burnout.

This template scores features by impact, urgency, effort, or strategic alignment in one centralized board. Whether you’re shaping a sprint or pitching a roadmap, this matrix reveals which ideas drive value and which ones need to be paused.

Here’s why you’ll like this template:

• Resolve internal push-pull with neutral, criteria-based scoring
• Find quick wins by plotting impact vs. effort trade-offs
• Link top picks to tasks, timelines, and owners—no wasted motion

7. Software Comparison Template

When picking the right tool—or building a better one—you need more than specs and star ratings. You need a structured comparison showing where each solution wins and where it falls short against your team’s needs.

The Software Comparison Template does precisely that. You can use it to run competitive analyses or evaluate internal tools across real product criteria. This includes pricing models, user experience, feature sets, integration coverage, and long-term fit. 

Here’s why you’ll like this template:

• Pinpoint feature gaps by comparing your roadmap against top competitors
• Speed up vendor shortlisting with sortable, filterable views in List or Table mode
• Document your decision-making process for future audits or team transparency

8. Pugh Matrix Template

Choosing between product ideas shouldn’t be a guessing game or a debate. The Pugh Matrix gives your team a systematic way to compare options against a fixed baseline using weighted criteria.

The Pugh Matrix Template puts that structure into action. It allows you to set your scoring criteria, assign weights to them, and rate each option scientifically. Once you’ve got your winner, turn it into a Task, assign it, and move forward—aligned and bias-free.

Here’s why you’ll like this template:

• Simplify complex decisions with a clear side-by-side scoring layout
• Speed up evaluations by reusing scoring frameworks across features or sprints
• Justify your choices with a decision trail that’s easy to present or revisit

9. BCG Matrix Whiteboard Template

Product teams constantly juggle what to build, scale, or sunset—and the BCG Matrix helps cut through the noise. Initially developed by the Boston Consulting Group, this strategic framework classifies your offerings into four categories:

• Stars (high growth, high market share)
• Cash Cows (low growth, high share)
• Question Marks (high growth, low share)
• Dogs (low growth, low share)

The BCG Matrix Whiteboard Template brings this model to life on an interactive canvas.

With this template, you can map features, services, or product lines by performance and potential. Then convert each sticky note into action items, assign owners, and align priorities—without switching tools.

Here’s why you’ll like this template:

• Evaluate product viability using a time-tested business strategy model
• Visualize your portfolio in real time with quadrant-based whiteboarding
• Turn every strategic call into a Task with deadlines and clear accountability

10. Product Feedback Survey Template

Shipping a feature is only half the job—what truly matters is how users experience it. The Product Feedback Survey Template gives you a fast, structured way to gather those insights post-launch, during betas, or after any major update.

This template allows you to send targeted surveys to specific user segments or moments in the customer journey. The best part? You can customize questions, add rating scales, and include open comment fields to capture quantifiable data and qualitative context—all in one streamlined workflow.

Here’s why you’ll like this template:

• Tailor surveys to specific features, user personas, or product milestones
• Filter responses by segment, release version, or feedback type
• Turn survey submissions into tasks, backlog items, or research threads instantly

11. Customer Satisfaction Survey Template

CSAT, CES, and NPS aren’t just numbers—they’re signals that tell you what users love, what frustrates them, and what could cost you business.

The Customer Satisfaction Survey Template is an ultimate tool to capture those signals across support, onboarding, and product touchpoints. It lets you track trends, segment feedback, and feed insights straight into support workflows—before churn becomes reality.

Plus, with Brain, you can get AI to analyze and summarize form responses in seconds, without manually parsing through them.

Here’s why you’ll like this template:

• Analyze satisfaction trends by lifecycle stage or customer segment
• Visualize satisfaction scores over time with List, Board, or Dashboard views
• Align teams faster by turning survey responses into actionable, trackable tasks

12. Feedback Form Template

Forms are the backbone of any feedback-driven workflow. Whether you’re collecting insights from users, QA testers, or sales representatives, the challenge is organizing answers so your team can act on them.

The Feedback Form Template gives you a persistent, always-on channel to collect ad hoc input across your product, support, and community touchpoints.

You can embed this template directly in your app, docs, or email footer to turn scattered suggestions into structured, traceable submissions. Whether bugs, feature requests, or complaints, every response is automatically organized so your team never misses a beat or a brilliant idea.

Here’s why you’ll like this template:

• Give users a simple, no-login space to report bugs, suggest ideas, or flag issues
• Maintain a searchable archive of feedback for backlog grooming or user research
• Reduce time wasted triaging feedback from inboxes, DMs, or support tickets

13. Form Template

Running a usability test? Conducting a post-sprint product review? Need structured feedback for a feature launch? Skip the spreadsheets and start with the Form Template—your customizable, no-code form builder built for product workflows.

You can choose from dropdowns, conditional logic, rating scales, and more to craft tailored surveys and scorecards. Plus, with this template, responses sync instantly with your Boards, review Dashboards, or Automations—so evaluations flow into your system, not your inbox.

Here’s why you’ll like this template:

• Customize branding and tone to match your product team’s style
• Reuse forms across sprints, tests, or releases for consistent reviews
• Automate response routing to workflows, review boards, or follow-up tasks via Automations

Build Better Products Faster with

What’s the difference between good products and great ones? You guessed it! Structured evaluations, shared insights, and smart prioritization. These templates give you the power to do it all—faster, smarter, and with zero guesswork.

But that’s just the start. With , you can connect evaluations to roadmaps, automate reviews, track live feedback, and turn insights into action. From discovery to delivery, powers every step of your product journey.

Turn your evaluation process into your product’s competitive edge. Start using today!

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