This guide provides general planning information. Product, technical, legal and tax requirements should be verified for your own business.
- Price is only one part of cost
- Migration and hardware change the estimate
- Custom work needs written scope
Separate product price from implementation
Licences or subscriptions may not include data cleanup, hardware setup, custom reports, training or ongoing support. Compare quotes using the same checklist.
Identify the cost drivers
Users, counters, locations, offline behavior, integrations and historical migration can change both implementation and support effort.
- Devices and peripherals
- Data volume and quality
- Custom workflows and permissions
- Support hours and update policy
Ask for assumptions and exclusions
A useful proposal states what will be delivered, what the customer must provide, how changes are approved and who owns the accounts and data.