JACANA ERP/CRM - REQUEST FOR QUOTATION FORM

Project Overview

* Project / Implementation name

* Organization name

* Type of organization

* Company size (employees)

* Expected go-live

Modules & Features

* Approx. number of users

* Warehouses / locations

* Monthly number of documents processed

* Preferred invoicing integration

* AI document processing required?

Yes

No

Reporting & Analytics

* Data export formats

CSV

XLSX

API

Power BI connector

* Dashboard access levels

Executives only

Department heads

All users (role-based view)

Integrations

* Integration preference

* Hosting preference

Budget & Support

Select

* Estimated project budget (EUR)

* Preferred SLA (Support Level Agreement)

Standard (business hours)

Extended (8×5)

Critical (24×7)

* Migration support required?

Yes

No

Contact & Time Zone

* Full name

* Position / role

* Email

* Phone

* Preferred contact time

* Time zone

Files & Notes

Attach documents (optional)

Consent (required)

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