Worksheet

PSA and billing vendor question scorecard

The ten questions run down the left. Columns for each vendor record the answer as shown on screen, told only or avoided, plus a notes cell and a final column for the cost of any workaround. The footer holds the contract term, notice period, export format and the date each written reply is promised by the vendor.

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 “Questions to Ask a Vendor Before Buying PSA or Billing Software”, www.gullysystem.com/blog/questions-to-ask-a-vendor-before-buying-psa-or-billing-software