AXISTRA | AUTOMATION-PROPOSAL COMPARISON WORKSHEET
Free editable worksheet | English | Version 1.0 | 11 October 2026

Project / operation: ____________________
Prepared by / date: ____________________
Own brief: document / version / date: ____________________
Offer A: supplier / proposal reference / version / date: ____________________
Offer B: supplier / proposal reference / version / date: ____________________

HOW TO USE
1. Use the same dated brief for both proposals. Add rows for your application.
2. For each offer, enter the stated answer and its source (document, page or
   section, version and date). Mark it Included / Optional / Excluded /
   To clarify where appropriate. Keep any qualifications with the answer.
3. Use Evidence missing for the exact question or document still needed,
   the person to ask and the requested reply date. A blank is unresolved.
4. Agree application-specific acceptance criteria and methods with your
   engineering team. This sheet records decisions; it does not select them.
5. Review the gaps before making a decision. This worksheet does not calculate
   a score or rank suppliers.

The four columns below are separated by tabs. Edit in a text editor or paste
into a spreadsheet. Replace each [complete] entry with your own information.

Requirement	Offer A	Offer B	Evidence missing
Dated brief and proposal versions used for this comparison	[complete]	[complete]	[complete]
Operation covered and boundaries of the supply	[complete]	[complete]	[complete]
Required product variants and expected operating conditions	[complete]	[complete]	[complete]
Existing equipment to retain and assumptions about its condition	[complete]	[complete]	[complete]
Required deliverables versus optional items	[complete]	[complete]	[complete]
Product transfers: task owner and responsibility boundaries	[complete]	[complete]	[complete]
Machine signals/data connections: task owner and responsibility boundaries	[complete]	[complete]	[complete]
Work assigned to the customer or another contractor	[complete]	[complete]	[complete]
Drawings, samples, access and decisions needed from the customer	[complete]	[complete]	[complete]
Items excluded or left for later clarification	[complete]	[complete]	[complete]
Installation schedule, dependencies and proposed shutdown requirements	[complete]	[complete]	[complete]
Handling of a changed brief, layout or schedule	[complete]	[complete]	[complete]
Quoted amount, currency, tax treatment and separately priced items	[complete]	[complete]	[complete]
Payment stages and the stated conditions for each stage	[complete]	[complete]	[complete]
Acceptance criteria and test method to agree with the engineering team	[complete]	[complete]	[complete]
Proposed evidence, product variants and conditions for acceptance	[complete]	[complete]	[complete]
Who provides samples, attends checks and records unresolved points	[complete]	[complete]	[complete]
Drawings, program copies and operating information to be handed over	[complete]	[complete]	[complete]
File formats, versions, access arrangements and recipient	[complete]	[complete]	[complete]
Training: scope, participants and materials	[complete]	[complete]	[complete]
Support: included assistance, period and contact route	[complete]	[complete]	[complete]
Support: chargeable items and access/visit arrangements	[complete]	[complete]	[complete]
Warranty terms and stated exclusions	[complete]	[complete]	[complete]
Additional requirement: ____________________	[complete]	[complete]	[complete]
Additional requirement: ____________________	[complete]	[complete]	[complete]

FOLLOW-UP RECORD
Open question: ____________________
Responsible person / requested reply date: ____________________
Answer / source / date: ____________________
Effect on the comparison: ____________________
Next agreed action: ____________________

DISCUSS YOUR OWN REQUIREMENT WITH AXISTRA
Send an outline of your production task, intended change, equipment to retain
and principal constraints through https://www.axistra.net/contact/.
Your own requirement is enough for the first discussion.

RELATED AXISTRA SERVICE INFORMATION
Robot integration: https://www.axistra.net/services/robotics-integration/
Conveyors and material handling:
https://www.axistra.net/services/conveyors-material-handling/
Custom machines and pneumatics:
https://www.axistra.net/services/custom-machines-pneumatics/