Most disputes after contracting begin with one sentence: “But you offered us this advantage.” Most likely no one was lying — the feature was in beta, in an upcoming release, required third-party licensing, or was a design feature rather than working functionality.
The solution is not to doubt everything that is presented, but rather to record the status of each important feature in five boxes. Five minutes during the show saves months of debate.
What decision do you need to make?
You have to separate three states for each feature: Is operational today At actual customers, andWorking condition — Setup, integration, or third-party licensing — andDoes not exist yet No matter how close it is in the development plan.
Your decision is based on the first case alone. What was conditional is included in the contract, and what was future is excluded from the calculation altogether — development plans change, and you are not buying a promise.
Criteria to help you choose
For each essential feature on your list, check these five boxes:
- Status: Is available today, needs setup, development, or is planned.
- Version: In which version do you work? Is the version we will get the same as the one we saw?
- Experiment environment: Was what you saw an actual production system or a rigged display environment? Ask to try it yourself on a demo account.
- Admission Guide: How do we confirm after operation that it works as shown? Write a testable standard.
- License limitations: Do you need a third-party subscription, scale license, or external service? Who bears its cost?
List of questions and required evidence
- “Is this feature working today with real customers, or in a test environment?”
- “Can I try it myself on a demo account after the meeting?”
- “What do you need to work for us: setup, development, or external involvement?”
- “Can it be included in the offer as an item with a specific acceptance criterion?”
- “What happens if it does not work as intended after powering on?”
The fourth question is crucial. The feature that the supplier agrees to include in the offer with an acceptance criterion often already exists. Hesitation to include it in writing – despite presenting it orally – is a sign worth considering.
Distinguish between three things that are presented in the same way: Working function You can try it with your hand, andDesign screen Displays the final form without any logic behind it, andRecorded clip Shows what was running at the time of recording. All three look similar on screen, and the difference between them is the difference between what you’ll get and what you won’t.
Mistakes to avoid before certification
- Accept «Coming Soon»: The planned feature is not a feature. If it is essential to you, dismiss the offer or wait for it to be released.
- Just watch: A display is not a working display. Ask for the experience in your own hands.
- Neglecting license limits: A feature based on a copyrighted metric or an external service that is not included in the price.
- Not documenting what you saw: After three demos the features will be mixed between suppliers. Record during the show, not after.
- Ignore version difference: What was displayed in the latest version may not be in the contracted version.
The next step is to request a quote
At the end of the offer, request that a table of the basic features in their five states be attached to the commercial offer. A confident resource will provide it, and those who avoid it will give you an adequate answer.
Then link each key feature to an acceptance criterion in the implementation plan, so you have a reference upon delivery — details in Implementation page.
Request a system demo
Ask to try out the functionality for yourself on an account in different roles, and we include the status and acceptance criteria for each key feature in the offer — so you know exactly what you’re buying.