Recurring Billing Platform Evaluation Checklist Form
Use this checklist to evaluate the capabilities and suitability of a recurring billing platform. Assess each area and provide your feedback to guide your platform selection.
Platform Name
*
Core Feature Evaluation
*
Rows
Not Supported
Basic
Advanced
Subscription Management
1
2
3
Automated Invoicing
4
5
6
Payment Gateway Integrations
7
8
9
Dunning/Retry Logic
10
11
12
Reporting & Analytics
13
14
15
Platform Security & Compliance
*
Rows
No
Partial
Yes
PCI DSS Compliance
16
17
18
Data Encryption
19
20
21
Role-Based Access Control
22
23
24
Pricing Model Clarity
*
Transparent and clear
Somewhat clear
Unclear or complex
Integration Capabilities (select all that apply)
API Access
Webhooks
Third-party Apps (Zapier, etc.)
Custom Integrations
Other
Support & Documentation Quality
*
1
2
3
4
5
Platform Usability
*
1
2
3
4
5
Overall Satisfaction
*
1
2
3
4
5
Strengths of the Platform
Areas for Improvement or Concerns
Submit Evaluation
Should be Empty: