A useful comparison starts with the same brief: your systems, trading partners, document flows, volumes, and operating responsibilities.
Download a requirements brief
Use the checklist to describe your actual buying situation. It asks about systems and editions, retail programs, mappings, testing, monitoring, support, costs, and exit arrangements.
EDI requirements and RFP checklist
A plain-text brief you can edit and send to prospective providers.
Unlock my checklist ↗Like-for-like quote worksheet
A CSV template for recording each provider’s scope, fees, exclusions, and confirmation status. Opens in spreadsheet software.
Download the worksheet (CSV) ↓View the worksheet in your browser
| Record for each provider | What to include |
|---|---|
| Scope | Product, edition, retailer programs and document flows |
| Setup | Implementation, mapping, connection and testing charges |
| Monthly cost | Platform, partners, document usage, support and add-ons |
| Responsibilities | Who monitors, investigates and maintains each connection |
| Terms and evidence | Renewals, exit costs, inclusions and confirmation date |
Normalize a quoted cost
Enter the components of one scoped quote to model its 12- and 36-month cost. Use a separate worksheet for each provider and the same partner counts and usage assumptions.
Your inputs stay in this page. Enter only additional, unbundled charges; avoid counting included fees twice. This illustration assumes constant monthly usage and excludes taxes, renewal increases, discounts, and unentered charges. A blank field is omitted from the model, not verified free.
Record who owns the work
A low subscription can leave substantial manual work with your team. For each stage, name who owns it and what response or escalation process applies.
- Trading-partner setup, mapping, and validation.
- Testing and confirmation before live trading.
- Order, shipment, and invoice handling across systems.
- Monitoring, exception investigation, and document reprocessing.
- Retailer changes, new partners, support escalation, and exit.
Keep unknown costs visible
Record whether a fee is included, additional, not applicable, or unknown. Ask how documents, partners, connections, users, and support are counted. Obtain renewal, cancellation, and migration terms alongside the initial quote.