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Software proposal checklist: what should be included?

The short answer

A proposal should answer twenty-five questions. Five of them are critical, in the sense that leaving them blank can undo everything the other twenty get right: who owns the source, who owns the repository, who owns the infrastructure, when intellectual property assigns, and what happens on exit. A beautiful proposal that is silent on those five is a worse purchase than a plain one that answers them.

Use the list below as a scoring sheet rather than a wish list. Mark each item answered, partly answered, or absent. The absent column is the real output: it is both your question list for the vendor and, if two vendors are involved, the only basis on which their proposals can be compared at all.

What this looks like in practice

A founder asked three vendors to add "the missing items" from this list to their quotes. Two came back with a revised price roughly 20% higher and a much longer document. The third said the questions were not relevant at this stage and did not revise. That answer was the most useful information in the whole procurement.

The checklist

Scope: included, excluded, and the gap between

An itemised list of what is built, an explicit list of what is not, the architecture in enough detail to be argued with, the technology stack, and who is actually on the team. "Backend, app and admin panel" is a category, not a scope.

Ownership — critical

Source ownership, repository ownership and infrastructure ownership, each answered with a party rather than a mood. "Client", "vendor", "shared" and "escrow" are all workable arrangements; "not stated" is the only one that is not.

Intellectual property assignment — critical

When rights transfer: on payment, on completion, or not at all. And what exactly transfers — the client-specific implementation is not the same thing as every component the vendor reused to build it.

Exit terms — critical

What is handed over, in what format, on what notice, and at what cost. Code, database schema and data, deployment configuration, documentation and tests.

Backups and data

Who holds the backups, where, how often, and whether you can obtain a restorable copy of your own data without asking permission.

Money over time

Recurring costs, third-party costs named individually, and a payment schedule tied to something observable rather than to elapsed weeks.

Support, SLA and security responsibility

Support scope and duration, response expectations if any are offered, and a division of security responsibilities between you and the vendor. Vague security language is worth less than a short honest list.

Dependencies, assumptions and declared risks

What the vendor is depending on you to provide, what they have assumed to produce this price, and what they think could go wrong. All three are signs of a proposal written by somebody who has delivered before.

Acceptance, testing and documentation

How you will know it is finished. Acceptance criteria, what testing is included, and what documentation you receive — the three things most often assumed and least often written down.

What this answer does not cover

  • A complete proposal is not a guarantee of a good outcome. It is a guarantee that you and the vendor disagree about fewer things than you would otherwise.
  • Not every item applies to every project. A small internal tool does not need an exit clause worth negotiating. A regulated investment platform does.
  • The weights matter more than the count. Twenty answered questions and five unanswered critical ones is a weaker document than fifteen answered including all five.
  • This list is about what a proposal should contain, not about what the software should do. Your functional requirements are a separate document, and if you do not have one, that is the finding.