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Quickly and easily gather your system requirements and prepare your RFI & RFP.

Learn more about RFI/RFP Templates for:

Software Demonstration Checklist

A checklist to help ensure you cover everything you need to when attending a software demonstration

For illustration purposes, sample data has been included for attendees of accounting software demonstrations. The checklist is available in MS Word - so it is easy to amend for other software such as CRM, HR, Payroll or ERP.

Basic information

Vendor contact name


Vendor name


Contact telephone


Software name


Contact email


Software version (being demonstrated)


Date / time / location (of demonstration)


Other attendees


Agenda items - covered? (Y/N)

1. Demo of each module




2. Work through demo scripts




3. Key questions




Meets key system requirements - in outline? (Y/N)

General ledger


Fully integrated modules


Accounts payable


Fully web enabled


Purchase order processing


Can support: ___ number of users


Accounts receivable


In house system


Sales order processing


Database: ___


Fixed assets


Operating system: ___






Demonstration script - covered? (Y/N)

1. GL allocations




2. Invoice - order matching




3. Integration with CRM




Key questions - covered? (Y/N)

1. Implementation assistance?




2. Project time scales / feasibility?




3. Support / SLA?




4. Outline / typical project costs?




Use the software demonstration checklist above, or download a FREE copy (MS Word, 49 KB) below or from the download page.

Download a free copy of the Software Demonstration Checklist - click here

For more software demonstration information visit: Vendor Software Demonstrations / 20 Top Tips for Attending Software Demonstrations / More software demo tips / How to Quickly Create a Software Demo Script

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