Template preview
Start with the table structure.
Use this preview to confirm the fields match your workflow, then copy the Markdown table or download the CSV below.
vendor comparison template
| Vendor | Monthly cost | Setup cost | Feature fit 1-5 | Support 1-5 | Integration effort 1-5 | Risk 1-5 | Contract notes |
|---|---|---|---|---|---|---|---|
| Vendor A | $120 | $600 | 4 | 3 | 2 | 2 | Annual discount available |
| Vendor B | $210 | $0 | 5 | 4 | 3 | 3 | Best feature fit, higher lock-in |
| Vendor C | $80 | $900 | 3 | 3 | 4 | 2 | Cheapest monthly, heavier setup |
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Vendor Comparison Template Markdown table
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Vendor Comparison Template CSV
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Vendor Comparison Template workflow checklist
Use this before entering final numbers into the calculator.
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How to use it with Toolkit Shelf tools.
- Collect monthly, annual, setup, migration, and cancellation costs.
- Score fit and support separately so a cheap vendor does not hide weak operations.
- Score integration effort and risk before the demo excitement fades.
- Use the vendor comparison calculator for weighted scoring and first-year cost.
- Keep contract notes visible before signing anything with lock-in.
The cheapest vendor can become expensive if setup, migration, support, or lock-in are ignored.
Feature fit and support should be scored by the people who will actually use the vendor.
Use Automation ROI after this if the vendor is replacing manual work.