# Quoting software: a small-team buyer checklist

Prepared by Kibi · https://kibihq.com/

Use this with the tools you are considering. This is a blank worksheet, not a scored product test.

## Your people and documents

- People preparing, answering or covering enquiries:
- Connected work WhatsApp numbers:
- Quotes sent in an ordinary month:
- Invoices issued in an ordinary month:
- Extra room needed during a busy month:
- Who reviews an offer before it is sent:
- Any specific signing or pricing requirement:

## One customer, one useful trial

1. Keep the original request and the person replying visible.
2. Prepare the quote from the agreed scope.
3. Add a customer question or changed requirement.
4. Ask a colleague to find the current offer and promised callback.
5. Check the customer acceptance and separate invoice step.
6. Find what is paid and what remains due.

Use an authorised sample. Label fictional practice details. Record what you actually observed rather than marking a vendor claim as tested.

## Compare the bill

- Plan, included people and additional people:
- Document and connected-number allowances:
- Actual payment today and renewal interval:
- Messaging, payment or connected-service charges:
- Existing tools you would retain:
- What the tool makes easier for your team:
- What it does not cover:

Kibi CRM: enquiries, work WhatsApp, callbacks, quotes and invoices together. Current country prices and allowances: https://kibihq.com/pricing/