A repeatable task
Give every vendor the same sample and desired outcome. Ask to see the work from beginning to end.
Make the demo answer your questions.
Choose a category, add the workflow that matters and take a practical test plan into your next vendor meeting.
No account needed. Category-specific tasks. Editable CSV and printable worksheet.
How to run a useful software demoThree things to take into every demo
The plan you would buy
Keep the edition, configuration, limits and paid extras beside the demonstration.
An open-questions list
A missing answer stays unresolved. Assign follow-up work before treating it as a pass or a fail.
Common questions
Does this planner recommend a vendor?
No. It prepares tasks using the category buying checklist and your own requirement. It does not assess products or produce a ranking.
Can I use the same plan for two vendors?
Yes. Save a copy for each vendor and keep the tasks and acceptance criteria the same. Record plan differences and follow-up answers separately.
What should I do after the demo?
Repeat essential tasks in a hands-on pilot. Record what you observed in the software evaluation scorecard and compare the quotes on the same basis.