Universal SaaS buying checklist
SaaS Vendor Comparison Checklist
A checklist for comparing SaaS vendors on workflow fit, adoption, integrations, security, commercial flexibility, implementation, and final decision risk.
Use it to: Turn feature research into a documented go/no-go decision across workflow fit, adoption, security, commercial, support, and implementation risk.
Download formats
Weighted scoring preview
Use this when the team needs a simple shared scoring model, not another meeting.
| Area | Weight | Vendor A | Vendor B | Evidence needed |
|---|---|---|---|---|
| Core workflow fit | 25% | 4 | 3 | Real workflow demo |
| Security and compliance | 15% | 3 | 4 | SOC 2 / audit logs / SSO |
What this resource helps you do
- ✓Shortlisting SaaS vendors
- ✓Preparing demo questions
- ✓Documenting commercial, security, and implementation checks before purchase
What's inside
How to use it
- Fill in the workflow and owner before demos.
- Score vendors after evidence is collected, not from marketing pages.
- Record accepted risks and a follow-up review date.
Pair it with
Shortlist
SaaS Vendor Comparison Spreadsheet
A free CSV scorecard for comparing SaaS vendors on fit, security evidence, implementation effort, commercial model, and renewal risk.
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.
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Use these guides with the resource when building a shortlist.
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