Free buying worksheet

Compare the quote behind the sales pitch.

Put three vendors through the same eight checks. Keep the quoted costs beside the evidence, and make unanswered questions visible before you commit.

Use this for call tracking, marketing agencies or a software bundle. No signup required. Download your notes before leaving the page.

Include phone numbers, minutes, routing, recordings and the connection to your job system.

Vendor 1

Monthly subtotal: Incomplete quote

First-year subtotal: Incomplete quote

0 of 8 checks confirmed

Vendor 2

Monthly subtotal: Incomplete quote

First-year subtotal: Incomplete quote

0 of 8 checks confirmed

Vendor 3

Monthly subtotal: Incomplete quote

First-year subtotal: Incomplete quote

0 of 8 checks confirmed

Notes stay in this page until you download them. Closing or refreshing clears the worksheet.

Use one scope for all three quotes

The first-year subtotal assumes twelve months at the entered rate plus setup, before tax. Enter 0 only when a charge is actually zero. A blank or invalid amount stays incomplete.

For an agency, separate its retainer from the media budget. For call tracking, estimate the same number and minute volume for every vendor. Add other charges to the monthly usage figure and explain them in your notes.

A confirmed check is an answered question, not an endorsement. One missing requirement can matter more than seven checked boxes. Record why the option fits your business before choosing it.

Bring the right comparison

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