What every written quote should include
Pricing model and unit count
Ask whether pricing is per unit (per door), per community, per active user or a flat plan tier — and where the price breaks fall. Self-managed boards usually pay by the number of units in one association; management companies negotiate across a portfolio. Confirm the annual-billing requirement and whether a per-unit rate has a monthly minimum.
Setup and data migration
Request a scoped line item for account configuration, chart-of-accounts setup, owner and unit imports, opening balances, prior-year financials, document libraries and training. Define what the vendor will not migrate, and whether historical ledger detail comes across or only balances.
Payments and processing
Separate the software subscription from payment-processing economics: ACH and card rates, e-check fees, who absorbs them (association or homeowner), payout timing and any lockbox or bank-integration charges. A lower plan can still cost more once dues volume runs through it.
Mailing, add-ons and integrations
List printed-mail and USPS statement runs, bookkeeping or financial services, bank-feed connections, resident-portal messaging (text/email/voice) and API access. Ask which are native, which require partners and which carry a separate contract or per-item fee.
Contract and exit terms
Document term length, renewal notice, one-time implementation fees, annual increases, data-export format and how long the association's financial records stay accessible after cancellation — the board, not the vendor, owns that data.
Ten pricing questions for demos
- Is pricing per unit, per community or a flat plan, and what is the annual minimum?
- How many board members, managers and homeowner accounts are included?
- Which features shown today require a higher tier or add-on?
- What does setup and migration include in writing?
- What historical financials, documents and ledger detail can be migrated?
- What are the ACH, card and e-check processing rates, and who pays them?
- Are printed-mail statements, bookkeeping and API export included or extra?
- What happens to the per-unit price as the association adds units?
- What is the renewal increase policy?
- What complete data export can we obtain before signing?