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Required Contact information
First Name
Last Name
Title
Business
Street Address
City
State
Zip
Telephone
Fax
E-mail
Optional Information
1. How many extensions do you need?
Use Now
(a)
Need
(b)
How many users will require extensions?
How many lobby phones, break room phones, etc. will be needed?
How many extensions for fax machines and modems are required?
2. How many outside lines do you need?
Use Now
(a)
Need
(b)
How many users are likely to be on the phone at any one time?
How many fax machines and modems will be used simultaneously?
Can fax machines and/or modems share a line?
No
Yes
No
Yes
3. Who answers calls during business hours?
(Check all that apply)
Use Now
(a)
Need
(b)
A dedicated receptionist.
Calls ring to several extensions. Whoever is not busy answers.
Calls ring directly to called party.
Auto-attendant.
4. Who answers calls after hours?
(Check all that apply)
Use Now
(a)
Need
(b)
An answering service.
Answering machine.
Voice-mail.
Auto-attendant.
Other:
(c)
5. How are messages handled?
(Check all that apply)
Use Now
(a)
Need
(b)
Notes are taken by a receptionist or others in the office.
Voice-mail.
Faxes are distributed by hand.
A Fax server routes faxes to desktop PC.
Messages are routed by E-mail or GroupWare.
6. What are your voice-mail requirements?
Use Now
(a)
Need
(b)
How many guest or non-resident voice-mail boxes?
How many extensions will need a voice-mail box?
How many users will likely be recording or retrieving messages simultaneously?
How many incoming calls must auto attendant answer at any one time?
7. Are there any special requirements?
(Check all that apply)
Use Now
(a)
Need
(b)
Automatic call distribution (ACD) for call queuing until next available person (For customer service, tech support, order desk etc.)
Auto-dial from a contact database.
Screen pops to bring up caller's database record automatically.
Special on-hold messages for certain departments.
Other:
(c)
8. Who will do system administration?
Use Now
(a)
Need
(b)
Moves, adds and changes be done in-house.
No
Yes
No
Yes
Moves, adds and changes be done by the vendor.
No
Yes
No
Yes
Call accounting software to monitor phone use or to apportion time or costs to various departments, projects, clients etc.?
No
Yes
No
Yes
Call accounting software to bill tenants for system use?
No
Yes
No
Yes
9. What are your cabling requirements?
Have Now
(a)
Need
(b)
What is/will the cable be used for?
Voice
Data
Video
Multimedia
Other
Voice
Data
Video
Multimedia
Other
What category of cable is/will be in use?
Catagory 3
Catagory 5
Fiber Optic
Mix
Unknown
Other
Catagory 3
Catagory 5
Fiber Optic
Mix
Unknown
Other
(Check all of the following that apply)
Quantity
(a)
Average Distance
(if known)
(b)
Additional cabling on the same floor within a building.
Additional cabling between floors (riser cable).
Additional cabling between buildings.
Fiber optic cable.
Other:
(c)
10. Do you have multiple sites that are/will be connected?
Have Now
(a)
Need
(b)
Locally in the same city or state
Nationally
Internationally
Do these sites require voice links?
Do these sites require data links?
Do these sites require video links?
Would you like to share voice, and/or data and/or video over these links?
Are any of these links to other companies? (Customers, suppliers, partners etc.)
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