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Anyone running a vendor evaluation · 8 min read

Questions to ask a software vendor before signing

A good question comes with a good answer and a red-flag answer so you can read the room even outside your specialty. Below are the categories that matter and the questions that move a deal from a pitch to a commitment. Ask them in writing where you can - a written answer is a contractual artefact; a verbal one evaporates.

Published 14 June 2026

Download the guide(PDF)

#Scope & requirements

Pin down exactly what is and isn't included before price is discussed.

  • What specifically is excluded from this fixed price, and what would each exclusion cost?
  • Which requirements are you assuming we'll handle internally?
  • What triggers a change order, and is there a cap on change-order spend?

#Data migration

The most under-scoped phase in almost every implementation.

  • Who is responsible for data cleansing - you or us - and is it in this price?
  • How many records, and what's the rollback plan if migration fails at cutover?
  • What format is our data returned in on exit, at what cost, on what timeline?

#Integration

Each integration point is a project, not a line item.

  • For each integration, is there a data contract, error handling, and UAT plan?
  • What are the API rate limits, and what happens when we hit them in production?

#Licensing & commercial

Where renewal surprises are born.

  • How is licensing metered (named vs concurrent), and what triggers a true-up?
  • What is the contractual cap on renewal price increases?

#Resourcing & support

The people who sell are rarely the people who deliver.

  • Will the named consultants in this proposal be the ones assigned, with a substitution clause?
  • What does post-go-live hypercare include, for how long, and at what staffing level?

#Security & compliance

Map controls to your obligations, not just to certificates.

  • Where is our data hosted and processed, and is it encrypted at rest and in transit?
  • Can you map your controls to our specific compliance obligations?

Frequently asked

Cover seven areas: scope and exclusions, data migration and exit, integration, licensing and true-ups, resourcing and named staff, post-go-live support, and security and compliance. For each, ask for the answer in writing - a written answer is contractual, a verbal one is not.

Vagueness about anything that costs money later: "we'll scope that in a change order," "we staff according to project need," or no clear answer on data return at exit. Specific, written, capped commitments are green flags.

Related guides

How to evaluate a software vendor before you signHow to evaluate an AI or LLM vendor

On this page

  • Scope & requirements
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PreviousHow to evaluate a software vendor before you signNextHow to evaluate an AI or LLM vendor

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