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Starter Intake

About you

Business name

Main contact name

Email address (the one customers email)

Business number customers call - usually mobile

Time Zone

How you work

Do you currently send quotes by email? (Yes / No)

Do you currently send quotes by email? (Yes / No)
A
B

Anything unusual about how you send quotes?

Setup confirmation (important)

I understand that Plum Works Starter is a manual, self-setup system and does not include automations.

I understand that Plum Works Starter is a manual, self-setup system and does not include automations.

I understand setup begins only after submitting this form.

I understand setup begins only after submitting this form.