Software evaluation checklist

Our software evaluation checklist helps streamline the decision-making process, allowing you to compare vendors side-by-side based on key criteria. Whether you're evaluating CRM systems, project management tools, or other software solutions, this template makes it easy to assess and select the best option for your needs.

What's inside the checklist?

The software evaluation checklist/scoresheet is a tool designed to help businesses evaluate different software solutions based on factors like features, pricing, and support. It provides a structured way to assess each vendor, ensuring no critical detail is overlooked.

Key sections include:

• Feature Evaluation: Rate whether essential and nice-to-have features are included, and whether they come at an extra cost.
• Pricing Breakdown: Compare upfront, recurring, and additional costs across vendors, including contract length and frequency of charges.
• Tech Support: Analyze the level of customer support provided by each vendor, such as email, call, or chat, and whether these services come at an extra cost.
• Overall Scoring: Calculate and compare scores across all categories to find the best software for your needs.

How to use the checklist

To get the most from the checklist, simply follow the steps below:

• List your vendors: For each software solution you're considering, copy the template and fill out the details for key criteria, including features, pricing, and support.
• Evaluate key features: Rate how well each software delivers on must-have and nice-to-have features, and note any extra costs or limitations.
• Compare pricing models: Understand the total cost of ownership by assessing upfront fees, recurring charges, and additional costs like support or upgrades.
• Assess customer support: Rate the vendor’s support options, such as email, phone, or chat, to ensure you’ll have the help you need post-purchase.
• Tally scores: Once all vendors are rated, compare the total scores to identify the best-fit software solution for your business.

Download your software evaluation and comparison checklist

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Software evaluation scoresheet

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