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When I release my desktop application in a few months, I'm hoping that after some demos that I will get some interest in the product! The application is B2B and the software price will be $5000. Because of the cost, the application will not be downloaded from a website. A full demo will be given onsite by me or possibly a distributor. The software is targeted at Child Fostering agencies.

How do I prepare a contract/quote for a customer and what should be in it.

At a guess, the contract/quote should include

  • cost of software
  • cost of user licenses
  • cost of annual maintenance (which will include support?)
  • cost of training
  • cost of installation
  • Pre-installation check
  • What else?

Some training could be included in the annual maintenance I guess, but extra training is chargeable. I'm also keen to avoid having the contract/quote look too complex. I think the customer may be put off if they just see an endless list of items along with a cost.

However, I need to cover enough areas so that the customer doesn't get a shock later on when I inform them that for me to do something will cost extra, so I need to include everything. The problem is, I'm not 100% sure about what that is.

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That's a very open-ended question, which is hard to answer in a few words. But you must tell us about the customer segment, price point, and distribution mechanism. I.e. is it B2C or B2B, 50 USD or 10.000 USD per seat, and how do customers engage with you -- download from your webpage, through a Purchase Dept in the customers organization, through distributors... – Jesper Mortensen Jun 16 '10 at 5:41
Thanks Jesper, I've added some additional information. – SmartCompanySoftware Jun 16 '10 at 8:41

1 Answer

up vote 1 down vote accepted

I would include section for:

  • Payment Terms
  • Expiration date of the offer/price
  • Refund Policy (if any)

Hate to answer a question with a question, but what did your lawyer say?

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