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Phone System Questionnaire Form
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Company Name
*
Address
*
Contact Number
Customer Email
*
How many phone lines?
How many desk extensions?
Type of phones desired (Select all that apply):
Analog
Digital
IP
Types of phone numbers customer has or wants:
1-800-[number]
Fax Line or E-Fax
DID number (Direct Inward Dialing)
Alarm System
Credit Card Line
Desired phone system budget:
Selected Value:
1000
Phone age preference:
Yes
No
No preference:
Phone system placement:
Wall Mount
Rack Mount
Shelf
Who is CURRENT phone service provider:
Who will NEW phone service provider be (If switching providers):
What size phones are desired?
Will customer be porting phone numbers?
Yes
No
Button Type Desired:
Digital Buttons
Paper template Buttons
Do they have or want a Paging system?
Yes
No
Do They have multiple locations?
Yes
No
Do they have any other external device that they would like in the phone system?
Does customer qualify to save money with VOIP/sip? Must have at least 6 phone lines or use a lot of long distance?
Yes
No
What phone features does customer want/need?
Voice Mail
Voicemail to email
Announcement
Auto Attendant Menus
Call Supervisor Settings
Music/Message on hold
Forward To cell
Call Intrude/ Call Coach
Call recording
Screen Pop /CRM Software Call Queuing
Mobile twinning (How many users?)
Automatic & Manual Night service (sends call straight to VM or after hrs cell)
Does customer need new wiring? (If yes, Please complete this form & proceed to "Wiring Questionnaire Form")
Yes
No
Additional comments / notes:
Submit
