Worksheet

Vendor question sheet

A scoring grid on one printed page. Rows list thirty questions grouped under placement slips, quotes, client money, audit trail and exit. Columns give room for each vendor’s answer, a mark between zero and three, the colleague who verified it and a note saying if the vendor demonstrated it live.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Broker management software: what to ask vendors before buying”, www.gullysystem.com/blog/broker-management-software-what-to-ask-vendors-before-buying