Before you sit down with a vendor, you need a software requirements document. Here is how to build one.

A software requirements document forces you to define exactly what your team needs from a project management platform before you are influenced by a vendor demonstration. This guide explains what to include, how to structure it, and how to use it to evaluate proposals objectively.

• Why vendors need to understand your specific marketing challenges — not just your feature wishlist
• How to build a comprehensive requirements list that covers workflows, users, and integrations
• What to include when requesting costs and comparing commercial proposals
• How to outline implementation milestones and hold vendors accountable to them

Download the PM Software Requirements Guide