SURVEY
for QUOTE
Last
Name
First
Name
Title
Company
Address
1
Address
2
City
State
Zip
Code
URL
Email
Telephone
Ext.
Fax
How
did you hear about us?
Internet
Publication (please provide)
Previous Company (please provide)
Colleague
Are
your company sales targeted to...
Business to Business?
Business to Consumer?
Both?
Type
of Product
(select all applicable)
Kitchenware
Houseware
Video/DVD
CD/Cassette
Sports/Exercise
Garden
Coins/Collectibles
Electronics
Health/Beauty
Customized Correspondence
Jewelry
Other
Size
of Company
Revenue: (select one)
<$1,000,000
$1,000,000 - $10,000,000
>$10,000,000
Number
of Employees
(select one)
<10
10 - 50
>50
Years
in Business (select one)
<1
1-5
>5
Services
Looking For (select all applicable)
Pick and Pack
if selected, List Items
Kit Assembly
if
selected, List Items
E-Commerce Management
if
selected, Is assistance required?
Yes /
No
Web Site Management
if
selected, Is assistance required?
Yes /
No
Inventory Control
Customized Packaging
if
selected, Is assistance required in determining?
Yes /
No
Shipping and Tracking
if
selected, Is assistance required in determining
most cost effectiveness?
Yes /
No
Storage
Bar Coding
if
selected, What type of bar coding is required and
for what purpose?
Credit Card Processing
Coupon and Rebate Processing
Shrink/Gift Wrapping
Product Assembly and Handywork
Handle Returns
Customized Reporting
Data Entry
Printing Services
if
selected, What type of printing required?
Mailing Services
if
selected, What type of printing required?
GENERAL
PROJECT INFORMATION
Stage
of Project
Concept
Material
on Order
Yes /
No
Product
on Order
Quantity
Due
Date
Advertisements
Generated
Start
Running
Size:
LxWxD:
L
W
D
=
Weight
Lbs.
Special
Shipping Supplies
Fragile
Yes /
No
Packing
Materials Supplied
Yes /
No
Packing
Weight
Orders
Received Via
(select all applicable)
Mail
E-mail
EDI
Phone
if
EDI is selected, is set-up assistance required?
Yes /
No
BUSINESS
TO BUSINESS
Target Stores
(select all applicable)
Businesses
Discounters
Specialty
Sales
Force
Internal
Sales Representatives
Product
Source
Domestic
Import
Importing from what country/area
Number
of SKUs
if
more than 1, ask for additional information on each
such as including in package, separate package, weight,
size, price.
Repackaging
Required
Yes /
No
if
yes, packaging sizes? and supplied? Tie in with number
of SKU question above
Expected
Shipping Method(s)
(select all applicable)
USPS
UPS Ground
FedEx Ground
Common Carrier
Other
Unknown
Target
Retail Price(s)
Market
Forecast(s)
Invoicing
Required by Coast To Coast
Yes /
No
Special
Requirements Expected
BUSINESS
TO CONSUMER
Advertisement
Media
(select all applicable)
Print
Direct Response Mail
Television
Radio
Internet
Target
Price
Shipping & Handling Charge
Market
Forecast
Preferred
Shipping Method
(select all applicable)
USPS
(click for information)
Standard
Priority
Parcel
Post
UPS
Ground
FedEx
Ground
Rush Delivery
Yes /
No
Telemarketing
Firm Decided
Yes /
No
Up
Sell Items
Yes /
No
Number
Size
Weight
Inserts
Added
Yes /
No
Quantity per package
Merchant
Account services required
Yes /
No
Payment
Methods (select all applicable)
Credit Card
Electronic Check
Check
COD
Invoice
Installment Payments
Mailing
List Generation Required
Yes /
No
Process/Issue
Refund Checks Required
Yes /
No
ADDITIONAL
GENERAL INFORMATION
RMA
Processing
Yes /
No
How
Handled
Return to you
Dispose of
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