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Checklist5 min read

Vendor agreement checklist

Questions to ask before you sign with a software supplier, agency, or contractor.

What you are buying

Confirm product name, version, users covered, and support hours. Vague descriptions make it hard to complain when delivery slips.

Price and increases

Note setup fees, monthly cost, annual uplift clauses, and what happens if you add users mid-term.

Data and security

Where is data stored? Who can access it? Is there a data-processing agreement if personal data is involved?

Getting out

Minimum term, notice to cancel, export of your data, and any fees for early termination.

When things go wrong

Service credits, refund rights, and caps on the vendor's liability if the service is down or data is lost.

General information only. Not legal advice.

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