Stampli Buyer's Guide Checklist

What Makes it Great

• Easy-to-Follow Framework: Organizes questions into categories like “Approval Workflows” and “Fraud Prevention,” making it straightforward for buyers to assess specific features and functionalities.
• Supports Side-by-Side Comparisons: Encourages buyers to compare vendors by asking critical, feature-focused questions, helping them weigh strengths and weaknesses.
• Addresses Key Concerns: Anticipates buyer objections by including questions about costs, ease of use, and security, ensuring common worries are addressed upfront.
• Encourages Active Evaluation: Prompts buyers to request demos and focus on real-world scenarios (e.g., “Test how quickly invoices can be uploaded”), putting usability and efficiency at the center of decision-making.
• Customizable for Unique Needs: Offers flexibility by encouraging buyers to consider how solutions integrate with their current workflows, helping them see how Stampli can fit into their processes.

🎯 Takeaway Tip

When designing a buyer checklist, include specific action prompts like “Ask the vendor to show a live demo of fraud detection workflows.” This ensures buyers evaluate how the solution works in practice, making it easier to visualize its impact and compare options effectively.