Software Integration Partner Evaluation Request Form
Use this form to submit and evaluate a potential software integration partnership, including technical fit, implementation expectations, support needs, and overall suitability.
Partner & Contact Information
Company Name
*
Website
Primary Contact Name
*
First Name
Middle Name
Last Name
Job Title
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Company Size
Please Select
1-10 employees
11-50 employees
51-200 employees
201-500 employees
501-1000 employees
1000+ employees
Other
Integration Scope & Technical Overview
Software or Product to Be Integrated
*
Target Systems or Platforms
*
Salesforce
Microsoft Dynamics 365
SAP
Oracle
Workday
ServiceNow
NetSuite
Shopify
Custom Internal System
Other
Current Environment
*
Please Select
Cloud
On-Premises
Hybrid
Multi-Cloud
Other
Primary Integration Method
*
API
Webhooks
File-Based Exchange
Middleware
Custom Connector
Other
Data Types Involved
*
Customer Records
Order Data
Product Catalog
Inventory Data
Billing or Invoicing Data
Support Tickets
User Activity Data
Analytics or Reporting Data
Other
Required Capabilities
*
Real-Time Sync
Scheduled Sync
Bi-Directional Sync
Field Mapping
Data Transformation
Error Handling and Retry
Authentication and Access Control
Audit Logging
Data Validation
Rate Limit Management
Other
Technical Constraints, Dependencies, or Notes
Implementation, Support & Evaluation Criteria
Desired implementation timeline
*
Please Select
Immediately
Within 1-3 months
Within 3-6 months
Within 6-12 months
Flexible
Other
Expected go-live window
 -
Month
 -
Day
Year
Date
Support and maintenance expectations
Business hours support
24/7 support
Named technical contact
Regular health checks
SLA-backed response times
Ongoing release coordination
Other
Security and compliance requirements
SOC 2
ISO 27001
GDPR
HIPAA
Data processing agreement
Security review required
Other
Prior integration experience level
Please Select
No prior integrations
Limited experience
Moderate experience
Extensive experience
Prefer not to say
Relevant references or case studies
Budget range
Please Select
Under $25,000
$25,000-$50,000
$50,001-$100,000
$100,001-$250,000
Over $250,000
To be determined
Additional notes
Evaluation ratings
Rows
1 - Poor
2 - Fair
3 - Good
4 - Very Good
5 - Excellent
Fit
1
2
3
4
5
Scalability
6
7
8
9
10
Reliability
11
12
13
14
15
Security
16
17
18
19
20
Communication
21
22
23
24
25
Overall partner suitability
26
27
28
29
30
Submit Evaluation Request
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