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Financial Solution Quotation Form
Project Details
 Describe Your Financial Solution Project
Category : Enterprise Solutions: Financial Solution
Note: Fields marked with * are required.
* What general business functions does your software need to provide :
Accounts Payable Accounts Receivable Payroll
General Ledger Budgeting Purchase Orders
Cash Management Sales Analysis Report Writer
None Not Sure  
* What types of Invoicing do you need?
Order Entry Point-of-Sale
Time & Billing Not Sure
* Do you need to manage Fixed Assests?
Yes No
* Do you need Inventory Tracking?
Yes No
* What special functions do you need for your Financial Solution :
Customer Relationship Management Job Cost Management
Ecommerce Project Management
EDI Integration Work Order Management
Foreign Currency Conversion Sales Force Automation
Not Sure Other

If Other please list and describe :
* What Accounting special features do you need :
Auditing Client Write-up
Income tax Preparation Not sure
None  
* Are you currently using a Financial Software system?
Yes No

If Yes please enter the name of your current Financial Software package :
* What size system are you looking for :
Low-End System
Middle-Market System
High-End System
* Do you have a budget for your system?
Yes No

If yes please enter your budget range :
To
* What is your decision Time-Frame?

Please enter any special requirements or instructions for your Financial Solution Quote in the box below:
* How much experience do you have with Financial Software?
I need substantial guidance for determining needs.
I need minor assistance for determining needs.
I know exactly what I want and need.
Not Sure.
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