HR SOFTWARE QUOTE CHECKLIST — PEOPLE OPS BUYER
https://people-ops-buyer.com/buying/hr-software-quote-checklist/
Prepared 5 October 2026. Use your actual workforce and requirements.

Our workforce, states, support requirements and broker arrangement:
[Complete before sending]

1. What is our minimum monthly bill if headcount falls, and when must we give renewal or cancellation notice?
2. Which support channels, escalation arrangements and assigned contacts does this quote include?
3. Can we retain our health-insurance broker and plans? What fees apply, and can you demonstrate deduction-to-carrier reconciliation?
4. When will your billing start? We will confirm the final bill with our current provider so we can budget any overlap.
5. Who handles year-end filings, and what delivery, correction or amendment services cost extra?

Please return the included scope, exclusions, currency, billing period and applicable terms in writing. Identify unknown charges; do not assume they are zero.