Free ungated buyer tools
SaaS buyer resources
Practical spreadsheets, worksheets, checklists, and decision records for turning software research into a clear shortlist and rollout plan. No email capture — just direct resources.
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Buyer tools with previews and download formats
These are the highest-leverage resources: scorecards, evidence trackers, migration maps, and decision records you can actually use in a buying process.
Shortlist
2 formatsSaaS Vendor Comparison Spreadsheet
Build a shared vendor scorecard before demos, then record evidence and final decision risk in one place.
Open tool →Due diligence
2 formatsSecurity Vendor Due Diligence Checklist
Run a proportionate security review before a vendor touches sensitive data, identity, finance, customer, employee, or source-code systems.
Open tool →Shortlist
2 formatsCRM Shortlist Worksheet
Compare CRM options around adoption risk, sales-motion fit, reporting, integrations, admin burden, and upgrade path before booking demos.
Open tool →Migration
2 formatsCRM Migration Checklist
Plan CRM cutover, cleanup, field mapping, consent preservation, integration testing, and adoption review before exporting the old system.
Open tool →Due diligence
2 formatsSaaS Vendor Comparison Checklist
Turn feature research into a documented go/no-go decision across workflow fit, adoption, security, commercial, support, and implementation risk.
Open tool →Decision record
2 formatsAccounting Software Decision Record
Record why an accounting, reconciliation, payroll, tax, or expense tool won — including accountant sign-off, cutover plan, and accepted risks.
Open tool →Due diligence
2 formatsSoftware Review Evidence Worksheet
Summarise the evidence behind a software review or buying decision without overstating testing depth.
Open tool →Due diligence
2 formatsSoftware Review Testing Log
Record what was actually tested during a SaaS trial so review claims and buyer decisions stay honest.
Open tool →Due diligence
2 formatsPricing Observation Log
Track when SaaS pricing and packaging were observed, what changed, and what needs direct vendor confirmation.
Open tool →Worked examples
How to use these without turning buying into bureaucracy
Before demos
Use a shortlist worksheet or scorecard to define must-haves, deal-breakers, owners, and evidence needed before vendors start steering the conversation.
During evaluation
Capture dated pricing observations, security evidence, screenshots, and not-tested items as separate facts rather than blending them into a verdict.
Before approval
Turn the final decision into a lightweight record: accepted risks, rollout owner, renewal watch-outs, and what must be checked after 30 or 60 days.
Browse by buyer stage
Pick the resource for the job you are doing now
Shortlist
Due diligence
Pricing Observation Log
Markdown + CSV + 1 companion format
SaaS Vendor Comparison Checklist
Markdown checklist + 1 companion format
Security Vendor Due Diligence Checklist
Markdown checklist + 1 companion format
Software Review Evidence Worksheet
Markdown + CSV + 1 companion format
Software Review Testing Log
Markdown + CSV + 1 companion format
Browse by use case
Resources by software category
Accounting & Finance
Invoicing, payroll, reconciliation, tax, and finance operations
Decision record
Accounting Software Decision Record
A decision-record template for choosing or migrating accounting, ecommerce reconciliation, tax, payroll, and expense software.
View tool →Markdown checklist
SaaS Accounting Migration Checklist
A finance-system migration checklist for accounting, ecommerce reconciliation, expense, payment sync, and month-end workflows.
View tool →AI Tools
AI writing, sales, support, meetings, and automation tools
CRM
Sales pipelines, customer records, reporting, and rep adoption
Markdown checklist
CRM Implementation Checklist
A practical CRM rollout checklist covering ownership, pipeline stages, data migration, integrations, dashboards, adoption, and go-live review.
View tool →Migration
CRM Migration Checklist
A practical CRM migration checklist for moving contacts, companies, deals, activities, consent fields, reports, and integrations without carrying old data problems into the new system.
View tool →Shortlist
CRM Shortlist Worksheet
A free CRM buying worksheet for scoring adoption risk, pipeline fit, reporting, integrations, admin effort, and commercial flexibility.
View tool →E-signature & Document Workflow
Contracts, proposals, approvals, and signature workflows
Email Marketing
Campaigns, automation, deliverability, ecommerce, and list growth
HR & Payroll
Hiring, onboarding, payroll, HRIS, and people operations
Markdown scorecard
ATS Buyer Scorecard
A scorecard for comparing applicant tracking systems on candidate pipeline usability, hiring manager adoption, scorecards, compliance, reporting, and HRIS fit.
View tool →Markdown scorecard
CRM, ATS, Payroll, and Expense Software Scorecard
A lightweight scorecard for comparing operational SaaS tools where feature lists become noisy across CRM, ATS, payroll, and expense workflows.
View tool →Project Management
Planning, tracking, collaboration, automation, and delivery
Due diligence
Pricing Observation Log
A dated log for tracking SaaS pricing observations, plan gates, packaging changes, and buyer confirmation notes.
View tool →Due diligence
SaaS Vendor Comparison Checklist
A checklist for comparing SaaS vendors on workflow fit, adoption, integrations, security, commercial flexibility, implementation, and final decision risk.
View tool →Shortlist
SaaS Vendor Comparison Spreadsheet
A free CSV scorecard for comparing SaaS vendors on fit, security evidence, implementation effort, commercial model, and renewal risk.
View tool →Due diligence
Software Review Evidence Worksheet
A worksheet for assigning honest evidence levels to SaaS reviews and internal vendor decisions.
View tool →Due diligence
Software Review Testing Log
A practical log for documenting SaaS trial testing, workflows attempted, evidence captured, limitations, and follow-up checks.
View tool →SaaS Security
Identity, access, compliance, vendor risk, and remote access
Markdown plan
Password Manager Rollout Plan
A practical rollout plan for deploying 1Password, LastPass, Keeper, Dashlane, Bitwarden, or another business password manager without creating chaos.
View tool →Markdown checklist
Remote Access / Security Checklist
A checklist for replacing VPN access, rolling out zero trust access, or giving contractors controlled access to internal systems.
View tool →Due diligence
Security Vendor Due Diligence Checklist
A practical checklist for SaaS buyers reviewing SOC 2 evidence, SSO, audit logs, subprocessors, data retention, and operational risk.
View tool →